← 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
VOYA Investment Management
VOYA Investment Management
Georgia
US$38.7억 +US$2252만 18 9.56% 증가
77
Aberdeen Group
Aberdeen Group
United Kingdom
US$38.3억 -US$3973만 13 9.09% 축소
78
Temasek Holdings
Temasek Holdings
Singapore
US$38억 -US$2.9억 2 26.19% 축소
79
APG Asset Management
APG Asset Management
Netherlands
US$37.9억 -US$1.52억 13 7.7% 축소
80
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$36.6억 -US$6086만 7 20.44% 축소
81
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$36.2억 -US$1.28억 12 10.26% 축소
82
Lazard Asset Management
Lazard Asset Management
New York
US$35.9억 -US$9324만 12 6.6% 축소
83
Polen Capital Management
Polen Capital Management
Florida
US$35억 +US$1.02억 5 22.79% 증가
84
Russell Investments Group
Russell Investments Group
United Kingdom
US$34.3억 +US$7346만 20 7.68% 증가
85
First Eagle Investment Management
First Eagle Investment Management
New York
US$33.6억 -US$2.64억 5 9.71% 축소
86
Swedbank
Swedbank
Sweden
US$32.5억 -US$4.15억 7 17.85% 축소
87
Citadel Advisors
Citadel Advisors
Florida
US$32억 +US$19.4억 25 1.75% 증가
88
Winslow Capital Management
Winslow Capital Management
Minnesota
US$31.7억 -US$1.9억 5 19.68% 축소
89
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$31.5억 -US$334만 17 9.42% 축소
90
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$31.4억 +US$399만 20 3.5% 증가
91
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$31.2억 +US$2.29억 22 4.3% 증가
92
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$30.9억 -US$4.83억 10 13.32% 축소
93
First Trust Advisors
First Trust Advisors
Illinois
US$30.7억 -US$2.59억 18 7.29% 축소
94
Tiger Global Management
Tiger Global Management
New York
US$30.3억 -US$12.4억 4 20.21% 축소
95
Lone Pine Capital
Lone Pine Capital
Connecticut
US$29.9억 -US$13.2억 3 20.25% 축소
96
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$29.9억 -US$8889만 13 8.27% 축소
97
Boston Partners
Boston Partners
Massachusetts
US$29.1억 -US$6.31억 8 4.18% 축소
98
TD Asset Management
TD Asset Management
Ontario, Canada
US$28.2억 +US$8577만 13 4.9% 증가
99
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$27.4억 -US$583만 15 8.94% 축소
100
Brown Advisory
Brown Advisory
Maryland
US$27.3억 +US$3.84억 14 9.18% 증가