← 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
Allianz Asset Management
Allianz Asset Management
Germany
US$68.4억 -US$1.62억 18 6.62% 축소
52
Fidelity International
Fidelity International
Bermuda
US$67.1억 +US$4.09억 10 10.12% 증가
53
Temasek Holdings
Temasek Holdings
Singapore
US$67억 -US$2965만 2 35.21% 축소
54
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$66.9억 +US$5.93억 16 9.64% 증가
55
Teachers Advisors
Teachers Advisors
New York
US$64.1억 -US$7474만 18 8.02% 축소
56
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$62.6억 +US$48.3만 12 10.65% 증가
57
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$62.4억 +US$1866만 22 6.81% 증가
58
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$57.6억 -US$6.97억 15 11.07% 축소
59
California Public Employees Retirement System
California Public Employees Retirement System
California
US$56.9억 -US$3.81억 20 7.86% 축소
60
Principal Financial Group
Principal Financial Group
Iowa
US$55.2억 -US$4837만 18 5.07% 축소
61
Credit Suisse
Credit Suisse
Switzerland
US$53.4억 -US$4.66억 20 5.24% 축소
62
Harris Associates
Harris Associates
Illinois
US$53.2억 -US$1.71억 5 8.59% 축소
63
Magellan Asset Management
Magellan Asset Management
Australia
US$53억 +US$1387만 4 18.6% 증가
64
Capital International Investors
Capital International Investors
California
US$49억 -US$4914만 8 5.54% 축소
65
TCI Fund Management
TCI Fund Management
United Kingdom
US$48.8억 +US$4.46억 3 22.97% 증가
66
Prudential Financial
Prudential Financial
New Jersey
US$48억 -US$3063만 16 7.18% 축소
67
Fred Alger Management
Fred Alger Management
New York
US$47.5억 -US$1.2억 11 19.93% 축소
68
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$47.5억 -US$4.15억 7 20.2% 축소
69
Boston Partners
Boston Partners
Massachusetts
US$46.8억 -US$2.94억 8 5.61% 축소
70
Putnam Investments
Putnam Investments
Massachusetts
US$45.9억 -US$9722만 12 10.44% 축소
71
Asset Management One
Asset Management One
Japan
US$45.2억 +US$4350만 12 9.89% 증가
72
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$44.5억 +US$1.8억 15 10.6% 증가
73
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$44.1억 -US$3.34억 9 10.2% 축소
74
Aberdeen Group
Aberdeen Group
United Kingdom
US$43.2억 +US$1.53억 13 8.29% 증가
75
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$42.7억 +US$5450만 17 8.89% 증가