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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
101
United Services Automobile Association
United Services Automobile Association
Texas
US$32.5억 +US$1568만 20 8.08% 증가
102
Citigroup
Citigroup
New York
US$32.4억 +US$5.59억 24 2.61% 증가
103
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$32.1억 +US$2.51억 13 7.99% 증가
104
Raymond James & Associates
Raymond James & Associates
Florida
US$32억 +US$2905만 20 4.61% 증가
105
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$31.2억 +US$3295만 12 11.63% 증가
106
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$30.9억 +US$1.58억 4 3.83% 증가
107
Viking Global Investors
Viking Global Investors
Connecticut
US$30.8억 -US$3.71억 5 13.82% 축소
108
Sanders Capital
Sanders Capital
Florida
US$30.2억 +US$9052만 2 13.86% 증가
109
Canada Life
Canada Life
Manitoba, Canada
US$29.8억 +US$5.24억 20 6.8% 증가
110
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$29.7억 +US$2.75억 14 10.41% 증가
111
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
US$29.2억 +US$9503만 14 6.3% 증가
112
Lone Pine Capital
Lone Pine Capital
Connecticut
US$28.7억 -US$10.4억 3 17.83% 축소
113
Boston Partners
Boston Partners
Massachusetts
US$28.6억 -US$7.64억 10 3.75% 축소
114
National Pension Service
National Pension Service
South Korea
US$28.3억 +US$1.45억 11 9.46% 증가
115
Prudential plc
Prudential plc
United Kingdom
US$28.2억 +US$2.24억 15 8.62% 증가
116
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$28.2억 -US$1.09억 5 5.13% 축소
117
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
US$27.5억 +US$1.89억 14 21.75% 증가
118
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$27.3억 -US$451만 12 11.29% 축소
119
Korea Investment Corp
Korea Investment Corp
South Korea
US$25억 +US$5341만 14 10.76% 증가
120
Vontobel Asset Management
Vontobel Asset Management
New York
US$25억 +US$2.57억 4 18.76% 증가
121
Harding Loevner
Harding Loevner
New Jersey
US$24.9억 +US$7256만 5 11.42% 증가
122
Freestone Capital Holdings
Freestone Capital Holdings
Washington
US$24.8억 -US$1125만 12 63.51% 축소
123
Los Angeles Capital Management
Los Angeles Capital Management
California
US$24.7억 +US$174만 14 13.23% 증가
124
Macquarie Group
Macquarie Group
Australia
US$24억 -US$4961만 16 4.04% 축소
125
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$23.6억 +US$2.01억 14 7.19% 증가