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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
Putnam Investments
Putnam Investments
Massachusetts
US$70.4억 -US$7060만 13 11.74% 축소
77
DZ Bank
DZ Bank
Germany
US$70억 +US$8.13억 15 12.89% 증가
78
Tiger Global Management
Tiger Global Management
New York
US$67.9억 +US$6.23억 9 15.62% 증가
79
TD Asset Management
TD Asset Management
Ontario, Canada
US$65.6억 +US$4.19억 17 7.34% 증가
80
Brown Advisory
Brown Advisory
Maryland
US$65.5억 -US$2.44억 17 11.19% 축소
81
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$63.4억 +US$2.08억 4 32.75% 증가
82
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$60.9억 -US$2813만 8 12.53% 축소
83
AQR Capital Management
AQR Capital Management
Connecticut
US$60.9억 -US$2.03억 21 9.96% 축소
84
APG Asset Management
APG Asset Management
Netherlands
US$60.6억 -US$17.4억 17 10.35% 축소
85
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$60.5억 -US$2.2억 22 12.04% 축소
86
Sanders Capital
Sanders Capital
Florida
US$60.2억 -US$3.5억 3 14.52% 축소
87
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$59.8억 -US$3.26억 12 12.87% 축소
88
Raymond James & Associates
Raymond James & Associates
Florida
US$59.4억 +US$1.13억 27 5.99% 증가
89
Aberdeen Group
Aberdeen Group
United Kingdom
US$59.1억 -US$2544만 17 13.44% 축소
90
Winslow Capital Management
Winslow Capital Management
Minnesota
US$58.7억 -US$1.51억 5 24.77% 축소
91
National Pension Service
National Pension Service
South Korea
US$58.7억 +US$2.33억 13 12.28% 증가
92
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$58.1억 +US$12.7억 31 0.92% 증가
93
Harris Associates
Harris Associates
Illinois
US$57.1억 +US$2.54억 6 9.75% 증가
94
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$55.7억 -US$1.04억 28 5.4% 축소
95
Ensign Peak Advisors
Ensign Peak Advisors
Utah
US$53.6억 +US$120만 20 11.53% 증가
96
Bessemer Group
Bessemer Group
New Jersey
US$52.9억 -US$2.81억 17 12.67% 축소
97
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$52.2억 +US$3198만 16 13.15% 증가
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$52.2억 +US$1.13억 12 10.66% 증가
99
Flossbach Von Storch
Flossbach Von Storch
Germany
US$52억 +US$2.91억 6 18.31% 증가
100
Russell Investments Group
Russell Investments Group
United Kingdom
US$51.4억 -US$1.64억 27 9.09% 축소