← 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
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$106억 +US$8.71억 30 6.99% 증가
52
HSBC Holdings
HSBC Holdings
United Kingdom
US$98.7억 -US$24.2억 25 13.15% 축소
53
SB Management
SB Management
United Arab Emirates
US$98.7억 +US$13.8억 3 55.76% 증가
54
TCI Fund Management
TCI Fund Management
United Kingdom
US$94.5억 -US$238만 4 31.01% 축소
55
Principal Financial Group
Principal Financial Group
Iowa
US$92.1억 -US$2.43억 24 6.82% 축소
56
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$90.7억 -US$5.86억 23 8.37% 축소
57
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$88.2억 +US$8224만 23 12.34% 증가
58
Barclays
Barclays
United Kingdom
US$86.1억 -US$1177만 24 4.55% 축소
59
Fidelity International
Fidelity International
Bermuda
US$83.5억 -US$4.23억 18 10.28% 축소
60
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$82억 -US$1.72억 24 11.32% 축소
61
Nordea Investment Management
Nordea Investment Management
Sweden
US$81.3억 +US$4.89억 17 13.05% 증가
62
Citigroup
Citigroup
New York
US$80.7억 +US$7.11억 30 4.76% 증가
63
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$80억 -US$8.87억 21 11.3% 축소
64
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$80억 +US$6955만 19 12.59% 증가
65
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$78.7억 -US$17.9억 21 11.78% 축소
66
Neuberger Berman Group
Neuberger Berman Group
New York
US$75.3억 +US$2332만 20 7.81% 증가
67
Polen Capital Management
Polen Capital Management
Florida
US$74.7억 +US$1.98억 5 17.36% 증가
68
Lazard Asset Management
Lazard Asset Management
New York
US$74.1억 -US$9753만 18 9.36% 축소
69
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$72.8억 -US$3.75억 6 23.14% 축소
70
Sands Capital Management
Sands Capital Management
Virginia
US$72.7억 -US$22.4억 8 13.79% 축소
71
Prudential Financial
Prudential Financial
New Jersey
US$71.6억 -US$5921만 20 12.03% 축소
72
First Trust Advisors
First Trust Advisors
Illinois
US$71.4억 +US$8636만 22 9.47% 증가
73
APG Asset Management
APG Asset Management
Netherlands
US$70.4억 -US$5.9억 17 11.49% 축소
74
Putnam Investments
Putnam Investments
Massachusetts
US$68.2억 -US$3.39억 13 12.11% 축소
75
Swedbank
Swedbank
Sweden
US$68.2억 +US$3.52억 9 20% 증가