← 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$67.2억 -US$4.68억 7 3.42% 축소
27
Goldman Sachs
Goldman Sachs
New York
US$65.1억 -US$1520만 14 2.06% 축소
28
UBS AM
UBS AM
Illinois
US$61.2억 +US$2.93억 11 5.83% 증가
29
Franklin Resources
Franklin Resources
California
US$60.7억 -US$5.86억 11 2.75% 축소
30
Jennison Associates
Jennison Associates
New York
US$58.8억 -US$4.77억 6 5.5% 축소
31
Silver Lake Group
Silver Lake Group
California
US$56.8억 US$0 1 69.17% 유지됨
32
Harris Associates
Harris Associates
Illinois
US$54.9억 -US$2.28억 5 8.53% 축소
33
Bank of America
Bank of America
North Carolina
US$53.7억 -US$8.58억 15 1.92% 축소
34
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$52.3억 +US$4.93억 6 19.74% 증가
35
Deutsche Bank
Deutsche Bank
Germany
US$51.7억 -US$8605만 16 3.19% 축소
36
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$50.5억 +US$1.02억 11 4.33% 증가
37
AllianceBernstein
AllianceBernstein
Tennessee
US$43.9억 +US$2895만 13 3.65% 증가
38
Legal & General Group
Legal & General Group
United Kingdom
US$43.9억 -US$1.19억 11 5.17% 축소
39
Sands Capital Management
Sands Capital Management
Virginia
US$42.4억 -US$7.16억 5 10.08% 축소
40
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$41.8억 -US$1.59억 6 13.54% 축소
41
First Eagle Investment Management
First Eagle Investment Management
New York
US$41.4억 -US$7117만 6 10.07% 축소
42
Credit Suisse
Credit Suisse
Switzerland
US$40.1억 +US$4090만 13 3.57% 증가
43
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$36.1억 +US$6910만 12 5.24% 증가
44
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$35.9억 +US$4104만 3 4.81% 증가
45
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$35.1억 +US$3690만 10 5.19% 증가
46
BlackRock Advisors
BlackRock Advisors
Delaware
US$34.9억 +US$89.8만 12 3.52% 증가
47
ValueAct Holdings
ValueAct Holdings
California
US$34.5억 +US$3.63만 1 21.61% 증가
48
UBS Group
UBS Group
Switzerland
US$34억 +US$34.2억 16 2.37% 신규
49
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$33.7억 -US$4137만 12 4.46% 축소
50
California Public Employees Retirement System
California Public Employees Retirement System
California
US$32.7억 -US$1.43억 14 4.51% 축소