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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
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$81.8억 -US$1.59억 6 26.1% 축소
52
Credit Suisse
Credit Suisse
Switzerland
US$80.2억 +US$13.8억 24 5.82% 증가
53
Barclays
Barclays
United Kingdom
US$79.3억 +US$10.8억 24 4.4% 증가
54
Allianz Asset Management
Allianz Asset Management
Germany
US$78.9억 -US$3.03억 18 7.2% 축소
55
Fidelity International
Fidelity International
Bermuda
US$73.3억 +US$4446만 17 10.16% 증가
56
Sands Capital Management
Sands Capital Management
Virginia
US$72.2억 -US$3.08억 7 20.97% 축소
57
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$68.3억 -US$1.05억 19 7.18% 축소
58
TCI Fund Management
TCI Fund Management
United Kingdom
US$66.8억 -US$5.51억 3 29.57% 축소
59
Principal Financial Group
Principal Financial Group
Iowa
US$66.5억 -US$8687만 20 5.54% 축소
60
AQR Capital Management
AQR Capital Management
Connecticut
US$66.2억 -US$1.84억 19 7.53% 축소
61
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$62.6억 +US$1.63억 17 12.29% 증가
62
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$60.7억 +US$4.16억 19 10.32% 증가
63
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$59.5억 -US$1.9억 24 1.71% 축소
64
Prudential Financial
Prudential Financial
New Jersey
US$58.8억 -US$8952만 17 8.66% 축소
65
Nordea Investment Management
Nordea Investment Management
Sweden
US$55.3억 +US$1.1억 14 11.03% 증가
66
APG Asset Management
APG Asset Management
Netherlands
US$55.3억 -US$7439만 14 8.98% 축소
67
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$55.2억 +US$3729만 17 10.79% 증가
68
Neuberger Berman Group
Neuberger Berman Group
New York
US$54.9억 -US$5786만 16 6.41% 축소
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$54.6억 -US$4987만 19 9.14% 축소
70
Temasek Holdings
Temasek Holdings
Singapore
US$54.5억 -US$1.29억 2 35.64% 축소
71
Lazard Asset Management
Lazard Asset Management
New York
US$53.1억 +US$3.71억 15 7.58% 증가
72
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$50.9억 +US$837만 7 16.89% 증가
73
Putnam Investments
Putnam Investments
Massachusetts
US$50억 -US$1.93억 11 10.3% 축소
74
Polen Capital Management
Polen Capital Management
Florida
US$49.8억 -US$8.17억 5 19.61% 축소
75
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$49.1억 -US$1.83억 8 12.19% 축소