← 모든 테마

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
UBS Group
UBS Group
Switzerland
US$42.3억 +US$2.61억 17 2.75% 증가
52
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$42억 -US$4.26억 7 17.53% 축소
53
Viking Global Investors
Viking Global Investors
Connecticut
US$41.8억 -US$7.8억 4 15.76% 축소
54
Magellan Asset Management
Magellan Asset Management
Australia
US$41.5억 -US$3.6억 5 23.21% 축소
55
California Public Employees Retirement System
California Public Employees Retirement System
California
US$40.8억 +US$12.9억 16 6.44% 증가
56
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$40억 -US$19.9억 10 14.38% 축소
57
Temasek Holdings
Temasek Holdings
Singapore
US$38.6억 -US$4306만 1 29.34% 축소
58
BlackRock
BlackRock
New York
US$37.2억 +US$6512만 16 5.45% 증가
59
Credit Suisse
Credit Suisse
Switzerland
US$37억 +US$14.5억 17 4.25% 증가
60
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$36.7억 -US$2.6억 14 3.49% 축소
61
Lone Pine Capital
Lone Pine Capital
Connecticut
US$36.3억 +US$8.67억 4 15.52% 증가
62
Winslow Capital Management
Winslow Capital Management
Minnesota
US$35.3억 +US$1.91억 5 12.62% 증가
63
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$35.2억 +US$2950만 13 8.04% 증가
64
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$35.1억 +US$2.46억 18 2.31% 증가
65
Prudential Financial
Prudential Financial
New Jersey
US$34.2억 +US$2.94억 12 6.18% 증가
66
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$32.4억 +US$2.35억 15 5.53% 증가
67
Russell Frank Company
Russell Frank Company
Washington
US$31.6억 +US$1.35억 16 5.53% 증가
68
ClearBridge Investments
ClearBridge Investments
New York
US$31.4억 -US$9851만 13 3.64% 축소
69
ValueAct Holdings
ValueAct Holdings
California
US$31.4억 -US$9.8억 1 21.75% 축소
70
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$31.1억 +US$4.91억 13 1.94% 증가
71
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$30.9억 -US$5.29억 10 16.29% 축소
72
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$30.9억 +US$9.6억 15 3.69% 증가
73
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$30.9억 +US$7501만 4 5% 증가
74
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$30.8억 -US$1.05억 4 4.59% 축소
75
Fred Alger Management
Fred Alger Management
New York
US$30.8억 +US$6.25억 9 14.96% 증가