← 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
Fidelity International
Fidelity International
Bermuda
US$75.2억 +US$7.65억 16 12.35% 증가
52
Allianz Asset Management
Allianz Asset Management
Germany
US$73.3억 -US$2.07억 16 9.83% 축소
53
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$73억 +US$7.53억 18 8.09% 증가
54
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$66.1억 -US$13.1억 6 27.4% 축소
55
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$65.4억 -US$20억 23 7.5% 축소
56
TCI Fund Management
TCI Fund Management
United Kingdom
US$65.4억 +US$5.28억 4 31.06% 증가
57
Sands Capital Management
Sands Capital Management
Virginia
US$64.3억 -US$4.65억 7 21.46% 축소
58
Principal Financial Group
Principal Financial Group
Iowa
US$63.9억 -US$1323만 18 7.07% 축소
59
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$58.4억 +US$189만 19 12.57% 증가
60
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$57.4억 -US$3797만 16 15.09% 축소
61
APG Asset Management
APG Asset Management
Netherlands
US$56.5억 -US$3.62억 14 11.07% 축소
62
Neuberger Berman Group
Neuberger Berman Group
New York
US$55.4억 +US$3.02억 17 8.44% 증가
63
Barclays
Barclays
United Kingdom
US$55억 -US$21.7억 24 4.34% 축소
64
AQR Capital Management
AQR Capital Management
Connecticut
US$54.9억 -US$8.21억 19 9.23% 축소
65
Nordea Investment Management
Nordea Investment Management
Sweden
US$54.4억 +US$2.97억 14 13.1% 증가
66
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$53.4억 +US$3883만 18 13% 증가
67
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$53억 +US$4561만 19 11.1% 증가
68
Artisan Partners
Artisan Partners
Wisconsin
US$51.2억 +US$7.71억 9 10.96% 증가
69
Prudential Financial
Prudential Financial
New Jersey
US$50.1억 -US$6.48억 17 11.01% 축소
70
Lazard Asset Management
Lazard Asset Management
New York
US$49.7억 +US$8602만 16 9.11% 증가
71
Citigroup
Citigroup
New York
US$49.6억 +US$6.9억 27 4.48% 증가
72
Putnam Investments
Putnam Investments
Massachusetts
US$49.6억 +US$5695만 11 12.97% 증가
73
Polen Capital Management
Polen Capital Management
Florida
US$48.4억 +US$1.99억 5 20.98% 증가
74
Temasek Holdings
Temasek Holdings
Singapore
US$47.9억 -US$2.28억 4 35.32% 축소
75
Swedbank
Swedbank
Sweden
US$46.5억 +US$3843만 9 22.98% 증가