← 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
26
Primecap Management
Primecap Management
California
US$66억 -US$3.24억 7 7.93% 축소
27
Jennison Associates
Jennison Associates
New York
US$65억 -US$5.71억 4 6.38% 축소
28
Deutsche Bank
Deutsche Bank
Germany
US$61억 -US$9.09억 14 4.39% 축소
29
Dodge & Cox
Dodge & Cox
California
US$56.6억 -US$9454만 4 5.9% 축소
30
Franklin Resources
Franklin Resources
California
US$56억 -US$3.07억 10 2.74% 축소
31
Bank of America
Bank of America
North Carolina
US$54.3억 -US$6.86억 14 1.96% 축소
32
Sands Capital Management
Sands Capital Management
Virginia
US$53.1억 -US$6.26억 3 13.89% 축소
33
UBS AM
UBS AM
Illinois
US$51.1억 -US$5.02억 10 5.85% 축소
34
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$51.1억 -US$5.38억 10 4.81% 축소
35
Legal & General Group
Legal & General Group
United Kingdom
US$48.8억 +US$989만 10 5.9% 증가
36
BlackRock Advisors
BlackRock Advisors
Delaware
US$44.1억 -US$5.6억 12 4.24% 축소
37
AllianceBernstein
AllianceBernstein
Tennessee
US$43.7억 -US$3.96억 13 3.9% 축소
38
American Century Companies
American Century Companies
Missouri
US$43.6억 -US$2.77억 9 5.13% 축소
39
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$43억 +US$18.7억 7 9.7% 증가
40
Neuberger Berman Group
Neuberger Berman Group
New York
US$41.4억 -US$9986만 8 4.25% 축소
41
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$38억 +US$1.56억 4 16.23% 증가
42
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$37.8억 -US$5298만 5 9.23% 축소
43
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$35.8억 +US$6615만 13 5.32% 증가
44
Credit Suisse
Credit Suisse
Switzerland
US$35.8억 +US$4.29억 13 3.25% 증가
45
California Public Employees Retirement System
California Public Employees Retirement System
California
US$35.3억 +US$4.8억 12 5.11% 증가
46
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$33.4억 +US$1723만 11 5.2% 증가
47
Fisher Asset Management
Fisher Asset Management
Washington
US$33.3억 -US$3.19억 5 7.55% 축소
48
Allianz Asset Management
Allianz Asset Management
Germany
US$33.3억 +US$5654만 11 4.24% 증가
49
First Eagle Investment Management
First Eagle Investment Management
New York
US$33.3억 +US$5.78억 7 9.06% 증가
50
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$33.2억 +US$1863만 4 5.3% 증가