← 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$113억 -US$1.07억 22 10.95% 축소
52
HSBC Holdings
HSBC Holdings
United Kingdom
US$110억 +US$6.99억 24 12.96% 증가
53
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$108억 -US$3.33억 25 11.97% 축소
54
Barclays
Barclays
United Kingdom
US$107억 +US$15.2억 26 5.72% 증가
55
Polen Capital Management
Polen Capital Management
Florida
US$101억 +US$18.4억 6 22.77% 증가
56
Fidelity International
Fidelity International
Bermuda
US$94.2억 +US$8.76억 18 10.73% 증가
57
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$92.6억 -US$2.4억 24 8.03% 축소
58
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$92.3억 -US$5747만 24 12.19% 축소
59
Principal Financial Group
Principal Financial Group
Iowa
US$91.6억 -US$5.33억 25 6.44% 축소
60
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$88.4억 +US$6.3억 22 11.52% 증가
61
Nordea Investment Management
Nordea Investment Management
Sweden
US$86.3억 +US$6111만 18 12.52% 증가
62
Citigroup
Citigroup
New York
US$85.4억 +US$7945만 33 5.53% 증가
63
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$84.5억 +US$104만 26 12.53% 증가
64
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
US$81.9억 +US$60.3억 5 58.58% 증가
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$81.9억 -US$4.54억 23 11.12% 축소
66
Lazard Asset Management
Lazard Asset Management
New York
US$81.2억 +US$5964만 19 9.84% 증가
67
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$80.6억 -US$2.4억 19 10.77% 축소
68
First Trust Advisors
First Trust Advisors
Illinois
US$78.3억 +US$4.71억 25 9.49% 증가
69
SB Management
SB Management
United Arab Emirates
US$78.2억 -US$19.7억 3 50.34% 축소
70
Neuberger Berman Group
Neuberger Berman Group
New York
US$76.6억 -US$2.64억 20 7.31% 축소
71
Prudential Financial
Prudential Financial
New Jersey
US$76.6억 +US$1.05억 20 11.46% 증가
72
Iconiq Capital
Iconiq Capital
California
US$76.4억 +US$64.7억 7 86.02% 증가
73
Swedbank
Swedbank
Sweden
US$73.6억 +US$1.81억 17 15.28% 증가
74
Sands Capital Management
Sands Capital Management
Virginia
US$73.3억 +US$2.77억 9 14.17% 증가
75
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$71.1억 -US$7.28억 6 21.92% 축소