← 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
Temasek Holdings
Temasek Holdings
Singapore
US$51.3억 US$0 2 33.06% 유지됨
52
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$49.4억 -US$1.84억 20 6.03% 축소
53
Magellan Asset Management
Magellan Asset Management
Australia
US$47억 +US$7563만 4 19.72% 증가
54
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$46.5억 -US$2854만 13 8.99% 축소
55
First Eagle Investment Management
First Eagle Investment Management
New York
US$46.3억 -US$1842만 7 11.1% 축소
56
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$45.6억 -US$2.39억 21 4.37% 축소
57
Credit Suisse
Credit Suisse
Switzerland
US$44.7억 -US$7.15억 20 4.35% 축소
58
California Public Employees Retirement System
California Public Employees Retirement System
California
US$44.6억 +US$1.29억 16 7.14% 증가
59
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$44.6억 +US$9.4억 20 5.34% 증가
60
Gates Foundation Trust
Gates Foundation Trust
Washington
US$44.1억 +US$43.9억 1 19.1% 신규
61
Teachers Advisors
Teachers Advisors
New York
US$43.9억 +US$2.01억 18 6.15% 증가
62
Prudential Financial
Prudential Financial
New Jersey
US$43.5억 +US$1.79억 13 6.48% 증가
63
Fidelity International
Fidelity International
Bermuda
US$42.3억 -US$3.87억 13 12.21% 축소
64
AQR Capital Management
AQR Capital Management
Connecticut
US$41.3억 +US$3.31억 14 5.47% 증가
65
Principal Financial Group
Principal Financial Group
Iowa
US$40.7억 +US$3.88억 15 4.07% 증가
66
Boston Partners
Boston Partners
Massachusetts
US$40.2억 +US$4.23억 8 5.11% 증가
67
Artisan Partners
Artisan Partners
Wisconsin
US$39.6억 -US$2.14억 7 7.43% 축소
68
Russell Investments Group
Russell Investments Group
United Kingdom
US$38.4억 -US$6702만 18 6.83% 축소
69
Capital International Investors
Capital International Investors
California
US$38.4억 -US$5.56억 10 5.13% 축소
70
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$38.3억 +US$1.46억 7 8.44% 증가
71
Fred Alger Management
Fred Alger Management
New York
US$38.2억 +US$1.59억 11 18.26% 증가
72
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$38억 -US$2.79억 8 16.62% 축소
73
Putnam Investments
Putnam Investments
Massachusetts
US$37.9억 +US$3.2억 11 8.86% 증가
74
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$37.8억 +US$5.18억 15 8.63% 증가
75
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$37.7억 +US$2.44억 5 5.2% 증가