← 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$72.8억 -US$1069만 21 8.13% 축소
52
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$70.3억 +US$3.32억 23 5.92% 증가
53
Sands Capital Management
Sands Capital Management
Virginia
US$68.8억 -US$9506만 7 20.46% 축소
54
Barclays
Barclays
United Kingdom
US$68.7억 +US$14.1억 25 4.2% 증가
55
TCI Fund Management
TCI Fund Management
United Kingdom
US$65.5억 +US$15.3억 3 35.35% 증가
56
Fidelity International
Fidelity International
Bermuda
US$63.7억 +US$1.19억 16 9.6% 증가
57
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$61.8억 -US$2.48억 19 7.2% 축소
58
Principal Financial Group
Principal Financial Group
Iowa
US$60.9억 -US$2792만 18 5.48% 축소
59
Credit Suisse
Credit Suisse
Switzerland
US$59.6억 -US$1.54억 22 5.28% 축소
60
California Public Employees Retirement System
California Public Employees Retirement System
California
US$56.5억 -US$3.81억 22 6.67% 축소
61
Prudential Financial
Prudential Financial
New Jersey
US$56.1억 +US$1.56억 18 8.69% 증가
62
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$50.3억 -US$285만 19 9.93% 축소
63
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$50.1억 +US$33.9억 27 1.82% 증가
64
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$48.9억 -US$6207만 19 9.19% 축소
65
Putnam Investments
Putnam Investments
Massachusetts
US$48.8억 +US$1364만 14 10.87% 증가
66
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$48.8억 -US$2976만 16 10.68% 축소
67
APG Asset Management
APG Asset Management
Netherlands
US$48.6억 +US$5.07억 12 8.33% 증가
68
Neuberger Berman Group
Neuberger Berman Group
New York
US$48.2억 +US$1573만 20 5.77% 증가
69
Polen Capital Management
Polen Capital Management
Florida
US$47.9억 +US$3.43억 5 23.23% 증가
70
Nordea Investment Management
Nordea Investment Management
Sweden
US$47.5억 -US$9755만 15 10.58% 축소
71
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$46.6억 -US$9321만 10 11.53% 축소
72
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$46.6억 -US$7774만 15 9.41% 축소
73
Aberdeen Group
Aberdeen Group
United Kingdom
US$46.3억 -US$216만 17 10.28% 축소
74
Temasek Holdings
Temasek Holdings
Singapore
US$44.9억 -US$230만 2 32.05% 축소
75
VOYA Investment Management
VOYA Investment Management
Georgia
US$44.5억 -US$1.12억 20 9.56% 축소