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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
51
California Public Employees Retirement System
California Public Employees Retirement System
California
US$32.7억 US$0 14 4.51% 유지됨
52
Charles Schwab
Charles Schwab
California
US$31.8억 +US$2.57억 11 4.47% 증가
53
Allianz Asset Management
Allianz Asset Management
Germany
US$31억 +US$1374만 10 3.54% 증가
54
Credit Suisse
Credit Suisse
Switzerland
US$30.7억 -US$8.11억 13 3.1% 축소
55
ValueAct Holdings
ValueAct Holdings
California
US$30.6억 +US$4498만 1 16.91% 증가
56
American Century Companies
American Century Companies
Missouri
US$30.4억 +US$1.04억 10 3.39% 증가
57
OppenheimerFunds
OppenheimerFunds
New York
US$30.3억 +US$1.97억 9 3.39% 증가
58
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$30.3억 +US$1.71억 3 4.53% 증가
59
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$30억 +US$2.58억 9 5.41% 증가
60
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$29.9억 +US$3.18억 8 8.28% 증가
61
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$29.6억 +US$4155만 8 13.38% 증가
62
Fisher Asset Management
Fisher Asset Management
Washington
US$29억 +US$2849만 5 5.79% 증가
63
BlackRock
BlackRock
New York
US$29억 -US$3875만 12 4% 축소
64
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$28.7억 +US$1.41억 5 3.99% 증가
65
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$27.2억 +US$9526만 10 6.3% 증가
66
Neuberger Berman Group
Neuberger Berman Group
New York
US$26.9억 -US$1.98억 10 2.87% 축소
67
ClearBridge Investments
ClearBridge Investments
New York
US$25.7억 +US$3.41억 10 2.67% 증가
68
Capital International Investors
Capital International Investors
California
US$25.6억 -US$1999만 5 4.66% 축소
69
Silver Lake Group
Silver Lake Group
California
US$24.8억 -US$22.5억 1 49.2% 축소
70
Nordea Investment Management
Nordea Investment Management
Sweden
US$24.2억 +US$2억 11 8.7% 증가
71
Prudential Financial
Prudential Financial
New Jersey
US$24억 -US$7821만 10 4.17% 축소
72
Artisan Partners
Artisan Partners
Wisconsin
US$24억 -US$4434만 7 4.31% 축소
73
Yacktman Asset Management
Yacktman Asset Management
Texas
US$23.9억 -US$1.5억 2 11% 축소
74
Winslow Capital Management
Winslow Capital Management
Minnesota
US$23.6억 +US$1.6억 3 7.27% 증가
75
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$23.6억 +US$3044만 16 1.65% 증가