← 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
California Public Employees Retirement System
California Public Employees Retirement System
California
US$39.6억 -US$9458만 15 6.38% 축소
52
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$39.6억 +US$8.78억 11 8.18% 증가
53
First Eagle Investment Management
First Eagle Investment Management
New York
US$39억 -US$5.38억 8 9.92% 축소
54
UBS Group
UBS Group
Switzerland
US$38.9억 -US$2.82억 18 2.61% 축소
55
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$37.9억 -US$1.62억 7 16.78% 축소
56
Credit Suisse
Credit Suisse
Switzerland
US$37.8억 +US$1.07억 16 4.55% 증가
57
Capital International Investors
Capital International Investors
California
US$37.8억 -US$6.06억 7 5.79% 축소
58
Temasek Holdings
Temasek Holdings
Singapore
US$37.6억 US$0 1 29.61% 유지됨
59
Swiss National Bank
Swiss National Bank
Switzerland
US$37.4억 +US$10.5억 13 6.86% 증가
60
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$37.4억 +US$1.39억 16 3.22% 증가
61
Lone Pine Capital
Lone Pine Capital
Connecticut
US$36.8억 +US$2.37억 4 18.29% 증가
62
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$36.2억 +US$1.66억 17 2.25% 증가
63
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$35.2억 +US$5011만 13 7.9% 증가
64
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$34.9억 -US$4.17억 11 13.02% 축소
65
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$34.6억 +US$2.17억 15 5.6% 증가
66
Fidelity International
Fidelity International
Bermuda
US$34.5억 +US$2.91억 11 10.68% 증가
67
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$33억 US$0 4 5.19% 유지됨
68
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$32.6억 +US$1.18억 13 1.95% 증가
69
Prudential Financial
Prudential Financial
New Jersey
US$32.4억 -US$1.31억 12 5.8% 축소
70
ClearBridge Investments
ClearBridge Investments
New York
US$32.4억 +US$1.18억 12 3.87% 증가
71
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$31.9억 -US$419만 11 16.45% 축소
72
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$31.3억 -US$1.08억 4 4.79% 축소
73
ValueAct Holdings
ValueAct Holdings
California
US$31.3억 US$0 1 31.21% 유지됨
74
BlackRock
BlackRock
New York
US$30.9억 -US$5.55억 16 4.97% 축소
75
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$30.7억 +US$3.64억 14 6.56% 증가