← 모든 테마

클라우드 컴퓨팅

클라우드 컴퓨팅은 고객이 자체 건물에서 운영할 하드웨어를 판매하는 대신 서버, 스토리지, 소프트웨어를 대여해요. 이를 통해 기술 지출은 일회성 자본 투자에서 매월 청구되는 비용으로 바뀌었고, 클라우드를 제공하는 플랫폼은 그 자체로 핵심 인프라가 되었어요.

64개 종목

# 이름 보유액 거래대금 테마
종목 수
포트폴리오 내
비중
상태
76
TCI Fund Management
TCI Fund Management
United Kingdom
US$40.9억 +US$10.1억 3 22.74% 증가
77
Nordea Investment Management
Nordea Investment Management
Sweden
US$40.9억 +US$1.65억 13 9.78% 증가
78
Lazard Asset Management
Lazard Asset Management
New York
US$39.4억 -US$2.82억 14 6.73% 축소
79
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$38.9억 -US$1.19억 13 9.7% 축소
80
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$38.8억 -US$1.16억 17 8.31% 축소
81
Aberdeen Group
Aberdeen Group
United Kingdom
US$38.8억 +US$2.74억 13 7.68% 증가
82
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$38.4억 -US$5206만 17 8.03% 축소
83
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$38.2억 -US$3260만 11 9.3% 축소
84
Swedbank
Swedbank
Sweden
US$37.3억 -US$4086만 7 19.4% 축소
85
Neuberger Berman Group
Neuberger Berman Group
New York
US$37.2억 -US$1.46억 16 4.25% 축소
86
Lone Pine Capital
Lone Pine Capital
Connecticut
US$37.1억 -US$5794만 4 18.77% 축소
87
APG Asset Management
APG Asset Management
Netherlands
US$37억 -US$6330만 13 7.15% 축소
88
Tiger Global Management
Tiger Global Management
New York
US$36.6억 +US$2.99억 5 24.35% 증가
89
Gates Foundation Trust
Gates Foundation Trust
Washington
US$36.5억 -US$7.32억 1 14.93% 축소
90
Winslow Capital Management
Winslow Capital Management
Minnesota
US$34.4억 -US$2158만 5 18.61% 축소
91
VOYA Investment Management
VOYA Investment Management
Georgia
US$34.2억 -US$2.12억 18 7.29% 축소
92
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$33.4억 +US$1.64억 12 8.08% 증가
93
Polen Capital Management
Polen Capital Management
Florida
US$31.4억 +US$4.04억 5 22.26% 증가
94
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$31억 -US$6595만 17 8.51% 축소
95
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$30.8억 -US$2.39억 10 7.16% 축소
96
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$30.3억 -US$1.35억 7 4.82% 축소
97
First Trust Advisors
First Trust Advisors
Illinois
US$29.9억 +US$2.56억 15 6.88% 증가
98
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$29.9억 +US$6549만 19 2.95% 증가
99
TD Asset Management
TD Asset Management
Ontario, Canada
US$29.5억 +US$3930만 13 4.51% 증가
100
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$29억 -US$12.3억 8 15.55% 축소