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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
101
TD Asset Management
TD Asset Management
Ontario, Canada
US$17억 +US$1.24억 10 2.84% 증가
102
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$16.9억 +US$3703만 4 26.77% 증가
103
Prudential plc
Prudential plc
United Kingdom
US$16.8억 +US$559만 7 7.14% 증가
104
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$16.5억 -US$1532만 11 5.17% 축소
105
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$16.1억 -US$6888만 12 5.72% 축소
106
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$16억 -US$1.22억 4 5.59% 축소
107
MTB
Mizuho Trust & Banking
Japan
US$15.7억 +US$5076만 9 5.52% 증가
108
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$15.6억 -US$1.33억 7 3.82% 축소
109
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$15.6억 +US$2.71억 14 2% 증가
110
BlackRock Japan
BlackRock Japan
Japan
US$14.9억 +US$1.48억 10 5.69% 증가
111
Epoch Investment Partners
Epoch Investment Partners
New York
US$14.6억 +US$1.01억 4 5.25% 증가
112
Swedbank
Swedbank
Sweden
US$14.6억 +US$14.5억 4 11.23% 신규
113
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$13.9억 -US$1504만 7 5.05% 축소
114
abrdn Investment Management
abrdn Investment Management
United Kingdom
US$13.8억 -US$1.69억 8 5.45% 축소
115
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$13.7억 +US$97.3만 10 4.7% 증가
116
Brown Advisory
Brown Advisory
Maryland
US$13.3억 -US$5035만 8 4.19% 축소
117
United Services Automobile Association
United Services Automobile Association
Texas
US$12.6억 +US$5317만 10 4.45% 증가
118
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$12.6억 +US$1.53억 10 4.86% 증가
119
AQR Capital Management
AQR Capital Management
Connecticut
US$12.5억 +US$2.61억 10 2.61% 증가
120
Citigroup
Citigroup
New York
US$12.4억 +US$2.02억 16 1.1% 증가
121
Fred Alger Management
Fred Alger Management
New York
US$12.4억 -US$1.22억 8 5.95% 축소
122
Coatue Management
Coatue Management
New York
US$12.1억 +US$5.67억 5 11.49% 증가
123
Janus Henderson Group
Janus Henderson Group
US$11.9억 -US$1.5억 11 8.59% 축소
124
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$11.9억 +US$12억 4 17.19% 신규
125
Swiss National Bank
Swiss National Bank
Switzerland
US$11.5억 -US$4001만 10 4.33% 축소