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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$33.4억 -US$3.65억 12 3.98% 축소
52
ValueAct Holdings
ValueAct Holdings
California
US$33.2억 US$0 1 17.5% 유지됨
53
American Century Companies
American Century Companies
Missouri
US$33.2억 +US$2.7억 10 3.73% 증가
54
Sands Capital Management
Sands Capital Management
Virginia
US$33.1억 -US$4.44억 2 8.13% 축소
55
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$32.8억 -US$4992만 3 4.47% 축소
56
Charles Schwab
Charles Schwab
California
US$32.5억 -US$1424만 12 4.49% 축소
57
HSBC Holdings
HSBC Holdings
United Kingdom
US$32.4억 -US$8.58억 12 6.6% 축소
58
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$32.2억 +US$1.6억 3 4.9% 증가
59
Fisher Asset Management
Fisher Asset Management
Washington
US$32억 +US$1.53억 6 6.22% 증가
60
California Public Employees Retirement System
California Public Employees Retirement System
California
US$32억 -US$2.26억 14 4.8% 축소
61
Allianz Asset Management
Allianz Asset Management
Germany
US$31.8억 -US$3207만 10 3.38% 축소
62
Credit Suisse
Credit Suisse
Switzerland
US$31.2억 -US$296만 14 3.04% 축소
63
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$31.1억 +US$3590만 10 5.59% 증가
64
Capital International Investors
Capital International Investors
California
US$30.6억 +US$3.86억 5 5.18% 증가
65
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$29.4억 +US$1285만 9 13.74% 증가
66
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$27.8억 -US$1530만 10 6.37% 축소
67
BlackRock
BlackRock
New York
US$27.7억 -US$2.18억 13 4.1% 축소
68
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$26.8억 +US$2.55억 14 1.85% 증가
69
ClearBridge Investments
ClearBridge Investments
New York
US$25.9억 -US$6330만 10 2.74% 축소
70
Russell Frank Company
Russell Frank Company
Washington
US$25억 +US$1.89억 13 4.02% 증가
71
Neuberger Berman Group
Neuberger Berman Group
New York
US$24.9억 -US$2.25억 10 2.77% 축소
72
Winslow Capital Management
Winslow Capital Management
Minnesota
US$24.6억 +US$5740만 3 8.17% 증가
73
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$24.5억 +US$2.56억 11 4.82% 증가
74
Silver Lake Group
Silver Lake Group
California
US$24.5억 -US$109만 1 32.6% 축소
75
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$24.2억 +US$2.82억 11 7.89% 증가