← 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
Franklin Resources
Franklin Resources
California
US$66.5억 +US$6.12억 10 2.93% 증가
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$64.7억 -US$6.19억 7 17.56% 축소
28
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
US$62.9억 +US$4.77억 6 13.6% 증가
29
Bank of America
Bank of America
North Carolina
US$59.9억 +US$4.42억 13 1.92% 증가
30
UBS AM
UBS AM
Illinois
US$57.7억 +US$2.18억 10 5.82% 증가
31
Jennison Associates
Jennison Associates
New York
US$57억 -US$2.99억 5 5.23% 축소
32
Deutsche Bank
Deutsche Bank
Germany
US$53.9억 +US$2.12억 14 3.66% 증가
33
Harris Associates
Harris Associates
Illinois
US$50.3억 +US$16억 5 8.47% 증가
34
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$47.8억 -US$4.9억 10 4.38% 축소
35
Legal & General Group
Legal & General Group
United Kingdom
US$47.2억 -US$1.06억 10 5.49% 축소
36
Sands Capital Management
Sands Capital Management
Virginia
US$47억 -US$2.39억 3 11.84% 축소
37
AllianceBernstein
AllianceBernstein
Tennessee
US$41.9억 -US$1.65억 12 3.53% 축소
38
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$41.4억 -US$1834만 4 16.38% 축소
39
American Century Companies
American Century Companies
Missouri
US$38.3억 -US$2.77억 9 4.37% 축소
40
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$38.1억 +US$1.76억 5 11.31% 증가
41
First Eagle Investment Management
First Eagle Investment Management
New York
US$38억 +US$5.56억 7 9.2% 증가
42
OppenheimerFunds
OppenheimerFunds
New York
US$37.4억 +US$3.53억 6 4.14% 증가
43
Neuberger Berman Group
Neuberger Berman Group
New York
US$36.6억 -US$1.42억 9 3.57% 축소
44
California Public Employees Retirement System
California Public Employees Retirement System
California
US$35.8억 -US$8695만 12 4.87% 축소
45
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$35.2억 -US$1.23억 12 4.72% 축소
46
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$35억 +US$2.82억 11 5.31% 증가
47
BlackRock Advisors
BlackRock Advisors
Delaware
US$34.4억 -US$5.68억 12 3.25% 축소
48
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$33.8억 +US$2861만 8 4.99% 증가
49
Managed Account Advisors
Managed Account Advisors
New Jersey
US$32.8억 -US$1270만 12 3.93% 축소
50
Allianz Asset Management
Allianz Asset Management
Germany
US$32.8억 -US$3.47억 11 4.11% 축소