← 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
Jennison Associates
Jennison Associates
New York
US$60.6억 -US$2.37억 5 5.79% 축소
27
Franklin Resources
Franklin Resources
California
US$59.9억 +US$1.54억 10 2.83% 증가
28
Dodge & Cox
Dodge & Cox
California
US$59.7억 +US$1.31억 4 6.1% 증가
29
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
US$58.2억 -US$1.91억 6 13.71% 축소
30
Bank of America
Bank of America
North Carolina
US$55.9억 +US$1883만 14 2.08% 증가
31
UBS AM
UBS AM
Illinois
US$55.5억 +US$4.09억 10 5.92% 증가
32
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$52.5억 +US$3246만 10 4.88% 증가
33
Deutsche Bank
Deutsche Bank
Germany
US$51.6억 -US$11.1억 14 3.66% 축소
34
Sands Capital Management
Sands Capital Management
Virginia
US$49.1억 +US$2623만 3 12.8% 증가
35
Legal & General Group
Legal & General Group
United Kingdom
US$48.3억 -US$1.45억 10 5.86% 축소
36
AllianceBernstein
AllianceBernstein
Tennessee
US$43.3억 -US$3460만 13 3.74% 축소
37
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$41.1억 +US$7985만 4 16.68% 증가
38
American Century Companies
American Century Companies
Missouri
US$40.8억 -US$3.38억 9 4.83% 축소
39
BlackRock Advisors
BlackRock Advisors
Delaware
US$40억 -US$4.97억 12 3.92% 축소
40
Neuberger Berman Group
Neuberger Berman Group
New York
US$38.3억 -US$4.1억 8 3.9% 축소
41
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$36.3억 +US$42.7만 12 5.27% 증가
42
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$35.4억 -US$2.68억 5 9.75% 축소
43
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$34억 US$0 4 5.28% 유지됨
44
Harris Associates
Harris Associates
Illinois
US$33.7억 +US$4830만 4 6.04% 증가
45
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$33.5억 -US$1005만 8 5.17% 축소
46
First Eagle Investment Management
First Eagle Investment Management
New York
US$33.1억 -US$2.6억 6 8.77% 축소
47
Managed Account Advisors
Managed Account Advisors
New Jersey
US$32.9억 -US$1433만 12 4.29% 축소
48
Allianz Asset Management
Allianz Asset Management
Germany
US$32.8억 +US$1.74억 11 3.94% 증가
49
Fisher Asset Management
Fisher Asset Management
Washington
US$32.3억 -US$5117만 5 7.29% 축소
50
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$32.3억 -US$1.04억 11 5.14% 축소