← 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
Sands Capital Management
Sands Capital Management
Virginia
US$75.2억 -US$5.28억 5 21.28% 축소
52
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$74.1억 +US$3697만 16 9.72% 증가
53
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$71.6억 -US$3.64억 13 12.3% 축소
54
Teachers Advisors
Teachers Advisors
New York
US$71.5억 -US$3240만 18 8.61% 축소
55
Fidelity International
Fidelity International
Bermuda
US$68.8억 -US$3126만 15 10.17% 축소
56
Principal Financial Group
Principal Financial Group
Iowa
US$61.9억 +US$3383만 18 5.46% 증가
57
California Public Employees Retirement System
California Public Employees Retirement System
California
US$61.7억 -US$1.74억 20 7.95% 축소
58
Credit Suisse
Credit Suisse
Switzerland
US$60.9억 +US$2.81억 20 5.45% 증가
59
Magellan Asset Management
Magellan Asset Management
Australia
US$60.2억 +US$9584만 4 19.7% 증가
60
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$59.7억 -US$9.9억 20 6.31% 축소
61
Harris Associates
Harris Associates
Illinois
US$57.6억 -US$1.06억 5 9.06% 축소
62
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$55.9억 -US$5.64억 15 10.32% 축소
63
Prudential Financial
Prudential Financial
New Jersey
US$55.3억 +US$1.28억 18 8.14% 증가
64
Barclays
Barclays
United Kingdom
US$53억 +US$6.97억 24 3.67% 증가
65
Fred Alger Management
Fred Alger Management
New York
US$52.6억 -US$5559만 12 19.75% 축소
66
TCI Fund Management
TCI Fund Management
United Kingdom
US$51.5억 -US$1.98억 3 26.95% 축소
67
Tiger Global Management
Tiger Global Management
New York
US$51.3억 +US$4.72억 6 24.34% 증가
68
Putnam Investments
Putnam Investments
Massachusetts
US$50.6억 -US$1.03억 12 10.92% 축소
69
Asset Management One
Asset Management One
Japan
US$50.5억 +US$3503만 12 10.37% 증가
70
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$50.1억 +US$601만 16 11.13% 증가
71
Lone Pine Capital
Lone Pine Capital
Connecticut
US$49.4억 +US$8.61억 4 25.4% 증가
72
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$49.3억 +US$8582만 17 9.58% 증가
73
Temasek Holdings
Temasek Holdings
Singapore
US$49.1억 -US$11.5억 2 28.55% 축소
74
APG Asset Management
APG Asset Management
Netherlands
US$47.6억 +US$3.01억 13 8.33% 증가
75
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$47.6억 -US$7565만 8 10.53% 축소