← 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
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$46.9억 +US$1.71억 14 2.24% 증가
52
Allianz Asset Management
Allianz Asset Management
Germany
US$46.4억 -US$4.58억 12 4.54% 축소
53
Harris Associates
Harris Associates
Illinois
US$46억 -US$615만 4 8.4% 축소
54
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$44.4억 +US$2.86억 20 4.21% 증가
55
First Eagle Investment Management
First Eagle Investment Management
New York
US$43.4억 +US$4712만 7 10.7% 증가
56
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$43.4억 +US$303만 12 8.63% 증가
57
Magellan Asset Management
Magellan Asset Management
Australia
US$42.6억 +US$1.29억 4 18.79% 증가
58
Capital International Investors
Capital International Investors
California
US$42.1억 +US$8467만 9 5.71% 증가
59
Fidelity International
Fidelity International
Bermuda
US$41.3억 +US$1.01억 11 11.63% 증가
60
California Public Employees Retirement System
California Public Employees Retirement System
California
US$40.6억 -US$1.25억 15 6.63% 축소
61
Temasek Holdings
Temasek Holdings
Singapore
US$39.4억 +US$230만 2 29.41% 증가
62
Teachers Advisors
Teachers Advisors
New York
US$39.1억 +US$1.2억 18 5.69% 증가
63
Prudential Financial
Prudential Financial
New Jersey
US$38.8억 +US$6261만 12 6.06% 증가
64
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$37.8억 +US$517만 5 5.29% 증가
65
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$37.3억 -US$2.26억 7 16.07% 축소
66
Artisan Partners
Artisan Partners
Wisconsin
US$36.5억 -US$1.18억 7 7.13% 축소
67
AQR Capital Management
AQR Capital Management
Connecticut
US$35.9억 -US$1.89억 13 4.77% 축소
68
Russell Investments Group
Russell Investments Group
United Kingdom
US$35.6억 +US$3.17억 17 6.53% 증가
69
APG Asset Management
APG Asset Management
Netherlands
US$35.2억 -US$2.24억 12 6.46% 축소
70
Principal Financial Group
Principal Financial Group
Iowa
US$34.1억 -US$11.1만 13 4.1% 축소
71
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$34억 -US$1.52억 17 6.88% 축소
72
Boston Partners
Boston Partners
Massachusetts
US$33.6억 +US$2.7억 9 4.29% 증가
73
Fred Alger Management
Fred Alger Management
New York
US$33.2억 -US$4.09억 10 16.55% 축소
74
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$33.2억 -US$9.33억 16 5.06% 축소
75
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$33억 -US$2.27억 7 7.02% 축소