← 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
Fidelity International
Fidelity International
Bermuda
US$52.7억 +US$6.28억 13 15.1% 증가
52
Allianz Asset Management
Allianz Asset Management
Germany
US$52.4억 -US$2.26억 15 4.52% 축소
53
Credit Suisse
Credit Suisse
Switzerland
US$49.7억 +US$1.86억 19 4.83% 증가
54
First Eagle Investment Management
First Eagle Investment Management
New York
US$49.1억 +US$1.28억 8 10.99% 증가
55
California Public Employees Retirement System
California Public Employees Retirement System
California
US$48.6억 +US$1.8억 16 7.22% 증가
56
Magellan Asset Management
Magellan Asset Management
Australia
US$48.6억 -US$2260만 4 18.29% 축소
57
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$48.3억 -US$4959만 13 8.94% 축소
58
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$47.9억 +US$1.76억 20 5.21% 증가
59
Teachers Advisors
Teachers Advisors
New York
US$47.9억 +US$1.97억 18 6.47% 증가
60
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$47.6억 -US$3.45억 20 5.67% 축소
61
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$46.5억 -US$1.4억 21 4.26% 축소
62
AQR Capital Management
AQR Capital Management
Connecticut
US$45.5억 +US$1.29억 14 5.43% 증가
63
Boston Partners
Boston Partners
Massachusetts
US$45.5억 +US$2.72억 9 5.62% 증가
64
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$43.4억 +US$2.83억 15 8.86% 증가
65
Principal Financial Group
Principal Financial Group
Iowa
US$43.1억 +US$3142만 16 4.18% 증가
66
Prudential Financial
Prudential Financial
New Jersey
US$42.8억 -US$2.65억 13 6.14% 축소
67
APG Asset Management
APG Asset Management
Netherlands
US$42.1억 +US$2.49억 13 6.93% 증가
68
Gates Foundation Trust
Gates Foundation Trust
Washington
US$41.7억 -US$5.84억 1 16.2% 축소
69
Russell Investments Group
Russell Investments Group
United Kingdom
US$41.1억 +US$4221만 18 7.02% 증가
70
Capital International Investors
Capital International Investors
California
US$40.6억 -US$3198만 10 4.87% 축소
71
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$39.5억 -US$2.19억 6 8.78% 축소
72
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$39.2억 +US$8.36억 20 9.58% 증가
73
Fred Alger Management
Fred Alger Management
New York
US$38.2억 -US$2.31억 11 17.85% 축소
74
Putnam Investments
Putnam Investments
Massachusetts
US$38.1억 -US$2.36억 12 8.8% 축소
75
Lazard Asset Management
Lazard Asset Management
New York
US$38억 +US$1.43억 12 6.88% 증가