← 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
Temasek Holdings
Temasek Holdings
Singapore
US$44.2억 US$0 2 32.39% 유지됨
77
Swedbank
Swedbank
Sweden
US$44억 +US$7398만 8 19.99% 증가
78
VOYA Investment Management
VOYA Investment Management
Georgia
US$43.9억 -US$1.61억 20 9.61% 축소
79
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$43.9억 -US$3.37억 7 17.09% 축소
80
Lazard Asset Management
Lazard Asset Management
New York
US$43.6억 +US$196만 16 7.17% 증가
81
Artisan Partners
Artisan Partners
Wisconsin
US$42.8억 +US$3.77억 9 8.1% 증가
82
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$42.5억 -US$5478만 12 10.73% 축소
83
Aberdeen Group
Aberdeen Group
United Kingdom
US$41.4억 -US$6억 16 10.33% 축소
84
Harris Associates
Harris Associates
Illinois
US$40.7억 +US$3276만 5 7.91% 증가
85
Russell Investments Group
Russell Investments Group
United Kingdom
US$40.2억 -US$1.54억 22 7.81% 축소
86
Citigroup
Citigroup
New York
US$39.9억 +US$7.57억 25 3.16% 증가
87
DZ Bank
DZ Bank
Germany
US$38.6억 +US$2.38억 15 11.51% 증가
88
Winslow Capital Management
Winslow Capital Management
Minnesota
US$38.5억 +US$706만 5 21.02% 증가
89
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$38.4억 -US$1.37억 7 19.34% 축소
90
First Trust Advisors
First Trust Advisors
Illinois
US$38.3억 -US$1.29억 18 7.21% 축소
91
TD Asset Management
TD Asset Management
Ontario, Canada
US$37.9억 +US$1.03억 14 5.79% 증가
92
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$37.8억 -US$3452만 19 9.89% 축소
93
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$37.4억 -US$2780만 22 3.73% 축소
94
Victory Capital Management
Victory Capital Management
Texas
US$37.2억 +US$28.9억 25 4.78% 증가
95
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$36.9억 -US$4.02억 23 4.55% 축소
96
Brown Advisory
Brown Advisory
Maryland
US$36.9억 +US$1.04억 13 10.35% 증가
97
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$35.9억 +US$1298만 4 28.74% 증가
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$35.3억 +US$1.1억 14 8.67% 증가
99
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$35억 +US$1.46억 14 8.54% 증가
100
Edgewood Management
Edgewood Management
Connecticut
US$35억 +US$4072만 4 11.47% 증가