← 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$74.4억 -US$7.74억 18 7.3% 축소
52
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$71.4억 -US$4.68억 16 10.64% 축소
53
Sands Capital Management
Sands Capital Management
Virginia
US$66.5억 -US$1.43억 7 21.37% 축소
54
TCI Fund Management
TCI Fund Management
United Kingdom
US$65.6억 -US$6.26억 3 34.05% 축소
55
Fidelity International
Fidelity International
Bermuda
US$62.9억 -US$1.23억 13 9.51% 축소
56
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$62.9억 +US$7193만 19 7.05% 증가
57
Barclays
Barclays
United Kingdom
US$62.6억 -US$7.6억 26 3.92% 축소
58
AQR Capital Management
AQR Capital Management
Connecticut
US$62.4억 -US$11.6억 21 7.35% 축소
59
Principal Financial Group
Principal Financial Group
Iowa
US$61.3억 -US$6436만 18 5.4% 축소
60
Credit Suisse
Credit Suisse
Switzerland
US$58.7억 -US$1.93억 23 4.95% 축소
61
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$55.9억 +US$6.53억 26 1.87% 증가
62
Prudential Financial
Prudential Financial
New Jersey
US$54.6억 -US$1.92억 18 8.6% 축소
63
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$52.9억 +US$4.52억 16 10.9% 증가
64
Polen Capital Management
Polen Capital Management
Florida
US$52.8억 +US$1.94억 5 24.3% 증가
65
APG Asset Management
APG Asset Management
Netherlands
US$52.2억 +US$1.82억 14 8.6% 증가
66
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$51.8억 +US$6631만 20 10.11% 증가
67
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$50.7억 +US$9646만 19 9.27% 증가
68
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$50.2억 +US$4428만 16 10.78% 증가
69
Nordea Investment Management
Nordea Investment Management
Sweden
US$50.1억 +US$1.48억 15 10.91% 증가
70
Neuberger Berman Group
Neuberger Berman Group
New York
US$49.7억 +US$613만 16 6.07% 증가
71
Tiger Global Management
Tiger Global Management
New York
US$49억 +US$6.65억 8 25.95% 증가
72
SEI Investments
SEI Investments
Pennsylvania
US$48억 +US$1.76억 19 12.27% 증가
73
Putnam Investments
Putnam Investments
Massachusetts
US$47.1억 -US$1.86억 13 10.48% 축소
74
Fred Alger Management
Fred Alger Management
New York
US$47억 +US$2.72억 9 18.45% 증가
75
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$45.3억 -US$2.42억 8 11.71% 축소