← 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
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$74억 -US$3.48억 16 10.41% 축소
52
Teachers Advisors
Teachers Advisors
New York
US$72.5억 +US$7883만 19 8.88% 증가
53
AQR Capital Management
AQR Capital Management
Connecticut
US$71.3억 -US$1.68억 18 7.56% 축소
54
Sands Capital Management
Sands Capital Management
Virginia
US$71.1억 -US$6856만 7 21.91% 축소
55
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$66.7억 -US$26.3억 22 5.72% 축소
56
Fidelity International
Fidelity International
Bermuda
US$63.2억 +US$3.16억 16 9.9% 증가
57
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$62억 -US$2.05억 17 6.71% 축소
58
Credit Suisse
Credit Suisse
Switzerland
US$60.2억 +US$3220만 22 5.49% 증가
59
Principal Financial Group
Principal Financial Group
Iowa
US$59.3억 +US$1.73억 15 5.52% 증가
60
California Public Employees Retirement System
California Public Employees Retirement System
California
US$58.3억 -US$3818만 20 7.18% 축소
61
Barclays
Barclays
United Kingdom
US$53.7억 -US$6.62억 25 3.7% 축소
62
Prudential Financial
Prudential Financial
New Jersey
US$52.9억 -US$2.15억 18 8.76% 축소
63
TCI Fund Management
TCI Fund Management
United Kingdom
US$51억 -US$11.8억 3 33.33% 축소
64
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$48.6억 +US$1.05억 17 9.38% 증가
65
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$48.4억 -US$264만 17 9.91% 축소
66
Temasek Holdings
Temasek Holdings
Singapore
US$48.2억 -US$2.16억 3 33.39% 축소
67
Nordea Investment Management
Nordea Investment Management
Sweden
US$47.9억 -US$7366만 14 9.97% 축소
68
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$47.7억 -US$3706만 17 10.96% 축소
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$47.6억 +US$1.68억 17 9.22% 증가
70
Fred Alger Management
Fred Alger Management
New York
US$47.4억 -US$1.63억 12 18.88% 축소
71
Neuberger Berman Group
Neuberger Berman Group
New York
US$46.8억 +US$9024만 20 5.73% 증가
72
Putnam Investments
Putnam Investments
Massachusetts
US$46.6억 +US$2615만 14 10.85% 증가
73
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$45.9억 -US$5651만 9 11.35% 축소
74
Jane Street
Jane Street
New York
US$45.7억 +US$37.7억 21 7.44% 증가
75
Aberdeen Group
Aberdeen Group
United Kingdom
US$45.1억 -US$632만 13 9.78% 축소