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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$61.8억 -US$4.35억 17 7.16% 축소
52
Teachers Advisors
Teachers Advisors
New York
US$61.3억 +US$2.13억 19 8.62% 증가
53
Sands Capital Management
Sands Capital Management
Virginia
US$58.6억 -US$2.44억 5 20.91% 축소
54
Magellan Asset Management
Magellan Asset Management
Australia
US$58억 +US$5.55억 4 21.31% 증가
55
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$57.4억 -US$2.22억 13 10.38% 축소
56
TCI Fund Management
TCI Fund Management
United Kingdom
US$55.5억 +US$11.1억 3 27.78% 증가
57
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$54.8억 +US$5.58억 19 6.92% 증가
58
Barclays
Barclays
United Kingdom
US$51.7억 +US$8.01억 24 3.99% 증가
59
Credit Suisse
Credit Suisse
Switzerland
US$49.9억 -US$7036만 22 5.19% 축소
60
California Public Employees Retirement System
California Public Employees Retirement System
California
US$49.9억 -US$1.45억 21 7% 축소
61
Principal Financial Group
Principal Financial Group
Iowa
US$49.1억 -US$2.48억 17 5.23% 축소
62
Fidelity International
Fidelity International
Bermuda
US$48.4억 -US$10.3억 15 8.58% 축소
63
Prudential Financial
Prudential Financial
New Jersey
US$47.2억 +US$1.56억 16 8.27% 증가
64
Viking Global Investors
Viking Global Investors
Connecticut
US$47억 +US$21.5억 5 26.75% 증가
65
Fred Alger Management
Fred Alger Management
New York
US$42.1억 -US$1.54억 15 19.39% 축소
66
Asset Management One
Asset Management One
Japan
US$42.1억 +US$2538만 12 10.03% 증가
67
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$41.5억 +US$6670만 17 9.45% 증가
68
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$41.3억 -US$2626만 17 10.74% 축소
69
Nordea Investment Management
Nordea Investment Management
Sweden
US$40.9억 +US$1.47억 14 9.72% 증가
70
Harris Associates
Harris Associates
Illinois
US$40.5억 -US$9.09억 5 8.17% 축소
71
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$40.3억 -US$7.44억 16 8.98% 축소
72
Putnam Investments
Putnam Investments
Massachusetts
US$39.8억 -US$2.05억 11 10.5% 축소
73
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$39.4억 -US$1.32억 8 11.15% 축소
74
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$39.3억 -US$49.2만 17 8.56% 축소
75
Neuberger Berman Group
Neuberger Berman Group
New York
US$39.1억 -US$405만 19 5.44% 축소