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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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$167억 -US$11억 18 13.73% 축소
52
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$167억 +US$18.7억 21 10.79% 증가
53
Berkshire Hathaway
Berkshire Hathaway
Nebraska
US$166억 +US$120억 2 6.32% 증가
54
Primecap Management
Primecap Management
California
US$160억 -US$2.38억 10 12.59% 축소
55
Swedbank
Swedbank
Sweden
US$159억 +US$1.24억 15 16.73% 증가
56
Principal Financial Group
Principal Financial Group
Iowa
US$158억 +US$2.28억 22 8.44% 증가
57
DZ Bank
DZ Bank
Germany
US$155억 -US$1.96억 17 13.78% 축소
58
Dodge & Cox
Dodge & Cox
California
US$154억 +US$15.8억 7 8.46% 증가
59
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$150억 +US$4.9억 37 7.27% 증가
60
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$148억 -US$3.63억 33 12.68% 축소
61
Vanguard Asset Management
Vanguard Asset Management
US$148억 +US$162억 25 12.65% 신규
62
Neuberger Berman Group
Neuberger Berman Group
New York
US$147억 -US$1306만 22 11.2% 축소
63
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$144억 +US$2.46억 9 19.41% 증가
64
Nordea Investment Management
Nordea Investment Management
Sweden
US$140억 -US$1.36억 22 13.08% 축소
65
Victory Capital Management
Victory Capital Management
Texas
US$138억 -US$41.7억 26 8.85% 축소
66
LPL Financial
LPL Financial
California
US$131억 +US$3.13억 31 3.47% 증가
67
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
US$130억 +US$9.43억 7 8.98% 증가
68
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$128억 -US$3.2억 29 13.56% 축소
69
National Bank of Canada
National Bank of Canada
Quebec, Canada
US$128억 +US$15.7억 29 11.45% 증가
70
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$127억 +US$15.7억 19 19.35% 증가
71
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
US$127억 -US$12.3억 8 12.98% 축소
72
AQR Capital Management
AQR Capital Management
Connecticut
US$124억 +US$34.7억 30 5.67% 증가
73
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$121억 +US$11억 26 3.25% 증가
74
SG Americas Securities
SG Americas Securities
New York
US$120억 +US$40.2억 27 12.91% 증가
75
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$118억 -US$2.56억 29 10.17% 축소