← 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
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$71.1억 -US$1.99억 7 3.76% 축소
27
Franklin Resources
Franklin Resources
California
US$67.9억 -US$2.87억 11 3.1% 축소
28
Goldman Sachs
Goldman Sachs
New York
US$66.4억 -US$9.7억 14 2.11% 축소
29
Jennison Associates
Jennison Associates
New York
US$66.3억 +US$9.35억 6 6.15% 증가
30
Bank of America
Bank of America
North Carolina
US$64.9억 +US$2.94억 15 2.1% 증가
31
UBS AM
UBS AM
Illinois
US$60.8억 +US$1.46억 11 6.03% 증가
32
Harris Associates
Harris Associates
Illinois
US$54.6억 +US$5.68억 5 8.96% 증가
33
Deutsche Bank
Deutsche Bank
Germany
US$53.8억 -US$1.85억 15 3.34% 축소
34
Sands Capital Management
Sands Capital Management
Virginia
US$51.4억 +US$4.55억 5 12.78% 증가
35
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$50.9억 +US$1.34억 11 4.65% 증가
36
Silver Lake Group
Silver Lake Group
California
US$48.6억 +US$49.1억 1 68.18% 신규
37
Legal & General Group
Legal & General Group
United Kingdom
US$46.8억 -US$1.94억 10 5.61% 축소
38
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$45.9억 +US$7.66억 6 14.26% 증가
39
AllianceBernstein
AllianceBernstein
Tennessee
US$45.3억 +US$1.86억 13 3.81% 증가
40
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$44.9억 +US$2.98억 5 17.32% 증가
41
Credit Suisse
Credit Suisse
Switzerland
US$40.9억 +US$8.09억 13 3.34% 증가
42
First Eagle Investment Management
First Eagle Investment Management
New York
US$40억 +US$7260만 7 9.93% 증가
43
Allianz Asset Management
Allianz Asset Management
Germany
US$37.4억 +US$2.85억 12 4.51% 증가
44
American Century Companies
American Century Companies
Missouri
US$37.2억 -US$1.25억 10 4.34% 축소
45
California Public Employees Retirement System
California Public Employees Retirement System
California
US$36.8억 -US$1881만 14 5.09% 축소
46
OppenheimerFunds
OppenheimerFunds
New York
US$36.8억 +US$1.76억 6 4.04% 증가
47
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$36.2억 +US$4808만 12 5.35% 증가
48
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$35.8억 +US$8198만 10 5.35% 증가
49
BlackRock Advisors
BlackRock Advisors
Delaware
US$35.7억 +US$2179만 13 3.55% 증가
50
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$35.2억 -US$1.15억 12 4.92% 축소