← 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$45억 +US$1.6억 22 2.49% 증가
52
Credit Suisse
Credit Suisse
Switzerland
US$42.8억 -US$7.55억 18 4.26% 축소
53
ClearBridge Investments
ClearBridge Investments
New York
US$42.8억 +US$3.47억 12 4.7% 증가
54
Harris Associates
Harris Associates
Illinois
US$41.6억 -US$2.19억 4 8.02% 축소
55
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$41.3억 +US$2.96억 14 2.06% 증가
56
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$39.2억 +US$2794만 15 5.46% 증가
57
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$39.2억 -US$1.41억 12 8.22% 축소
58
First Eagle Investment Management
First Eagle Investment Management
New York
US$38.6억 +US$3925만 8 9.8% 증가
59
California Public Employees Retirement System
California Public Employees Retirement System
California
US$38.2억 -US$2.41억 16 6.42% 축소
60
Capital International Investors
Capital International Investors
California
US$37.8억 +US$1663만 8 5.46% 증가
61
Magellan Asset Management
Magellan Asset Management
Australia
US$37.8억 -US$5.94억 4 17.72% 축소
62
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$37.7억 -US$3758만 20 5.37% 축소
63
BlackRock
BlackRock
New York
US$37.7억 -US$7325만 19 5.33% 축소
64
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$37.6억 -US$8137만 17 3.96% 축소
65
HSBC Holdings
HSBC Holdings
United Kingdom
US$36.9억 +US$2226만 16 8.6% 증가
66
Fidelity International
Fidelity International
Bermuda
US$35.9억 -US$2.8억 11 10.52% 축소
67
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$35.8억 +US$527만 5 5.1% 증가
68
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$35.3억 -US$1.58억 7 15.47% 축소
69
Prudential Financial
Prudential Financial
New Jersey
US$34.9억 -US$8653만 12 5.61% 축소
70
AQR Capital Management
AQR Capital Management
Connecticut
US$34.8억 +US$5.26억 14 4.8% 증가
71
Teachers Advisors
Teachers Advisors
New York
US$34.5억 +US$7325만 18 5.41% 증가
72
Fred Alger Management
Fred Alger Management
New York
US$33.8억 -US$2157만 10 18.4% 축소
73
Artisan Partners
Artisan Partners
Wisconsin
US$33.4억 +US$1.43억 7 6.93% 증가
74
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$32.6억 -US$7896만 17 6.64% 축소
75
Temasek Holdings
Temasek Holdings
Singapore
US$32.1억 -US$2.91억 2 25.72% 축소