← 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$44.2억 -US$1.03억 18 9.94% 축소
77
APG Asset Management
APG Asset Management
Netherlands
US$43.7억 -US$2.4억 13 8.02% 축소
78
Russell Investments Group
Russell Investments Group
United Kingdom
US$43.3억 +US$2.74억 21 8.01% 증가
79
Polen Capital Management
Polen Capital Management
Florida
US$43.1억 +US$2.62억 5 22.54% 증가
80
Harris Associates
Harris Associates
Illinois
US$43.1억 -US$3.19억 5 7.91% 축소
81
Lazard Asset Management
Lazard Asset Management
New York
US$42.6억 +US$6421만 15 6.97% 증가
82
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$41.9억 -US$2403만 12 10.63% 축소
83
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$41.1억 +US$3.81억 10 16.27% 증가
84
Swedbank
Swedbank
Sweden
US$41억 +US$2.74억 7 19.52% 증가
85
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$40.6억 -US$2.55억 7 19.95% 축소
86
Winslow Capital Management
Winslow Capital Management
Minnesota
US$40.3억 +US$3.3억 5 21.85% 증가
87
DZ Bank
DZ Bank
Germany
US$40.3억 +US$8.4억 15 13.1% 증가
88
Tiger Global Management
Tiger Global Management
New York
US$38억 +US$1.25억 6 21% 증가
89
Lone Pine Capital
Lone Pine Capital
Connecticut
US$37.8억 +US$1.37억 4 22.08% 증가
90
First Trust Advisors
First Trust Advisors
Illinois
US$37.4억 +US$1.21억 18 7.43% 증가
91
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$36.8억 +US$1580만 20 3.68% 증가
92
Boston Partners
Boston Partners
Massachusetts
US$36.7억 +US$2.75억 10 4.87% 증가
93
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$36.7억 -US$768만 17 9.74% 축소
94
Artisan Partners
Artisan Partners
Wisconsin
US$35.6억 +US$10.4억 9 7.03% 증가
95
First Eagle Investment Management
First Eagle Investment Management
New York
US$35.1억 -US$3.85억 5 9.5% 축소
96
TD Asset Management
TD Asset Management
Ontario, Canada
US$34.6억 +US$1.44억 13 5.29% 증가
97
Brown Advisory
Brown Advisory
Maryland
US$34.3억 +US$1.99억 16 9.72% 증가
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$33.6억 -US$1.11억 12 8.41% 축소
99
Viking Global Investors
Viking Global Investors
Connecticut
US$33.6억 -US$21.7억 5 19.25% 축소
100
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$32.4억 +US$5166만 16 9.22% 증가