← 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
Harris Associates
Harris Associates
Illinois
US$44억 -US$5.12억 4 8.72% 축소
52
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$43.8억 +US$5824만 19 2.47% 증가
53
UBS Group
UBS Group
Switzerland
US$43.2억 +US$1725만 21 2.58% 증가
54
Magellan Asset Management
Magellan Asset Management
Australia
US$43억 -US$1.69억 5 21.58% 축소
55
Temasek Holdings
Temasek Holdings
Singapore
US$41.9억 -US$13.5억 1 33.9% 축소
56
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$41.4억 +US$7950만 12 8.57% 증가
57
California Public Employees Retirement System
California Public Employees Retirement System
California
US$40.8억 -US$1.87억 15 6.71% 축소
58
Fidelity International
Fidelity International
Bermuda
US$40.2억 +US$1.07억 12 12.03% 증가
59
HSBC Holdings
HSBC Holdings
United Kingdom
US$40억 +US$11.7억 14 9.95% 증가
60
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$39.3억 +US$2.86억 17 4.3% 증가
61
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$39억 -US$2.66억 18 5.78% 축소
62
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$38.8억 +US$3464만 15 5.81% 증가
63
BlackRock
BlackRock
New York
US$38.7억 +US$9591만 18 5.55% 증가
64
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$38.7억 -US$2.4억 6 16.86% 축소
65
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$38.2억 +US$1.58억 13 2.07% 증가
66
First Eagle Investment Management
First Eagle Investment Management
New York
US$38.1억 -US$2.05억 8 9.61% 축소
67
ClearBridge Investments
ClearBridge Investments
New York
US$38억 +US$9616만 12 4.28% 증가
68
Capital International Investors
Capital International Investors
California
US$36.9억 -US$2.53억 8 5.36% 축소
69
APG Asset Management
APG Asset Management
Netherlands
US$36.4억 +US$1.6억 12 6.4% 증가
70
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$36.2억 -US$1.62억 7 7.48% 축소
71
Prudential Financial
Prudential Financial
New Jersey
US$36억 -US$1.02억 12 5.95% 축소
72
Fred Alger Management
Fred Alger Management
New York
US$34.7억 +US$1.46억 9 17.83% 증가
73
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$34.7억 US$0 4 5.15% 유지됨
74
Teachers Advisors
Teachers Advisors
New York
US$34억 +US$6435만 18 5.65% 증가
75
Artisan Partners
Artisan Partners
Wisconsin
US$33.6억 +US$5.49억 7 6.68% 증가