← 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
AQR Capital Management
AQR Capital Management
Connecticut
US$64억 +US$1.18억 16 6.9% 증가
52
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$63억 +US$1.26억 20 6.22% 증가
53
Fidelity International
Fidelity International
Bermuda
US$61.7억 +US$2.79억 10 16.95% 증가
54
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$60.3억 +US$8.55억 16 10.16% 증가
55
Teachers Advisors
Teachers Advisors
New York
US$60.1억 +US$2.64억 18 7.79% 증가
56
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$57.8억 -US$5221만 13 10.21% 축소
57
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$57.4억 -US$2.11억 16 9.2% 축소
58
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$56.9억 -US$6.32억 23 6.29% 축소
59
California Public Employees Retirement System
California Public Employees Retirement System
California
US$56.5억 -US$4.09억 19 8.05% 축소
60
Credit Suisse
Credit Suisse
Switzerland
US$54.6억 -US$4.66억 20 5.09% 축소
61
Harris Associates
Harris Associates
Illinois
US$52.9억 +US$1430만 5 8.83% 증가
62
Principal Financial Group
Principal Financial Group
Iowa
US$51.4억 +US$2410만 19 4.91% 증가
63
Magellan Asset Management
Magellan Asset Management
Australia
US$50.3억 -US$3.79억 4 18.55% 축소
64
Barclays
Barclays
United Kingdom
US$49.6억 +US$5.38억 25 3.79% 증가
65
Boston Partners
Boston Partners
Massachusetts
US$48억 -US$4.15억 9 5.79% 축소
66
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$47.2억 -US$4.97억 7 20.4% 축소
67
Prudential Financial
Prudential Financial
New Jersey
US$45억 -US$6.07억 17 6.85% 축소
68
Capital International Investors
Capital International Investors
California
US$44.8억 -US$1.56억 8 5.18% 축소
69
Fred Alger Management
Fred Alger Management
New York
US$44억 -US$1.72억 9 20.44% 축소
70
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$43.9억 -US$2.11억 8 9.97% 축소
71
Putnam Investments
Putnam Investments
Massachusetts
US$43.4억 -US$1.62억 13 10.11% 축소
72
First Eagle Investment Management
First Eagle Investment Management
New York
US$42.6억 -US$10.2억 5 10.6% 축소
73
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$42.6억 +US$1.39억 5 5.75% 증가
74
Asset Management One
Asset Management One
Japan
US$41.6억 +US$7695만 12 9.36% 증가
75
Russell Investments Group
Russell Investments Group
United Kingdom
US$41.6억 -US$1.75억 19 7.03% 축소