← 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
Magellan Asset Management
Magellan Asset Management
Australia
US$41.8억 +US$1.62억 5 23.47% 증가
52
Allianz Asset Management
Allianz Asset Management
Germany
US$41.5억 -US$1.62억 11 4.42% 축소
53
Credit Suisse
Credit Suisse
Switzerland
US$41.2억 +US$3.91억 17 4.56% 증가
54
UBS Group
UBS Group
Switzerland
US$38.2억 +US$7553만 19 2.4% 증가
55
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$38.2억 +US$2.44억 17 2.27% 증가
56
California Public Employees Retirement System
California Public Employees Retirement System
California
US$38억 -US$1.13억 15 6.15% 축소
57
First Eagle Investment Management
First Eagle Investment Management
New York
US$37.5억 -US$1200만 8 9.56% 축소
58
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$37.2억 -US$5673만 18 5.71% 축소
59
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$36.2억 -US$3.32억 6 15.95% 축소
60
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$35.8억 +US$5494만 12 7.85% 증가
61
Capital International Investors
Capital International Investors
California
US$34.4억 -US$2.64억 8 5.04% 축소
62
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$34.3억 +US$350만 15 5.42% 증가
63
Fidelity International
Fidelity International
Bermuda
US$33.7억 -US$4339만 11 10.75% 축소
64
BlackRock
BlackRock
New York
US$33.4억 +US$2.82억 17 5.02% 증가
65
ClearBridge Investments
ClearBridge Investments
New York
US$33.2억 +US$1.57억 12 3.93% 증가
66
Prudential Financial
Prudential Financial
New Jersey
US$33억 +US$1.02억 12 5.55% 증가
67
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$32.6억 -US$9.27억 7 6.88% 축소
68
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$32.5억 US$0 4 4.89% 유지됨
69
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$32.4억 +US$822만 13 1.86% 증가
70
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$32.1억 +US$3.92억 16 3.67% 증가
71
APG Asset Management
APG Asset Management
Netherlands
US$30.8억 +US$3.25억 12 5.8% 증가
72
Emerald Acquisition
Emerald Acquisition
Washington
US$29.9억 +US$29.9억 16 5.19% 신규
73
Teachers Advisors
Teachers Advisors
New York
US$29.7억 +US$9200만 17 5.18% 증가
74
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$29.7억 -US$8076만 11 15.42% 축소
75
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$29.6억 -US$7159만 15 6.38% 축소