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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
TD Asset Management
TD Asset Management
Ontario, Canada
US$81.4억 +US$1.05억 18 8.45% 증가
77
Tiger Global Management
Tiger Global Management
New York
US$79.7억 +US$2.79억 9 15.31% 증가
78
Brown Advisory
Brown Advisory
Maryland
US$78억 -US$1711만 17 11.51% 축소
79
Citigroup
Citigroup
New York
US$77.2억 -US$10.9억 32 4.56% 축소
80
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$72.4억 -US$4.47억 4 34.35% 축소
81
Raymond James & Associates
Raymond James & Associates
Florida
US$72억 +US$5325만 28 6.47% 증가
82
Sanders Capital
Sanders Capital
Florida
US$71.3억 +US$2.01억 2 16.18% 증가
83
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
US$71.1억 -US$11.4억 4 56.98% 축소
84
Harris Associates
Harris Associates
Illinois
US$70.6억 -US$2081만 6 11.25% 축소
85
National Pension Service
National Pension Service
South Korea
US$69.9억 -US$3159만 13 13.31% 축소
86
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$67.7억 -US$1.65억 22 13.19% 축소
87
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$65.3억 -US$2.1억 12 13.79% 축소
88
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$64.1억 -US$1.45억 32 5.93% 축소
89
GQG Partners
GQG Partners
Florida
US$61.8억 -US$6.4억 5 16.9% 축소
90
Bessemer Group
Bessemer Group
New Jersey
US$61.7억 +US$8247만 21 13.16% 증가
91
Winslow Capital Management
Winslow Capital Management
Minnesota
US$61.5억 -US$2.37억 5 24.13% 축소
92
Flossbach Von Storch
Flossbach Von Storch
Germany
US$61.3억 -US$1518만 6 17.86% 축소
93
Ensign Peak Advisors
Ensign Peak Advisors
Utah
US$61억 -US$1.03억 19 12.71% 축소
94
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$61억 -US$2006만 15 14.18% 축소
95
Aberdeen Group
Aberdeen Group
United Kingdom
US$59.1억 -US$8830만 17 13.32% 축소
96
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$59.1억 +US$2591만 11 11.63% 증가
97
APG Asset Management
APG Asset Management
Netherlands
US$58.5억 -US$5.32억 16 10.39% 축소
98
Fred Alger Management
Fred Alger Management
New York
US$56.7억 -US$1.73억 11 13.52% 축소
99
Victory Capital Management
Victory Capital Management
Texas
US$56.5억 -US$4533만 23 5.54% 축소
100
Russell Investments Group
Russell Investments Group
United Kingdom
US$56.4억 +US$7675만 27 9.53% 증가