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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$65.6억 -US$1.21억 6 3.32% 축소
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$65.3억 -US$5.76억 9 19.47% 축소
28
Deutsche Bank
Deutsche Bank
Germany
US$62.8억 +US$12.7억 14 3.91% 증가
29
Jennison Associates
Jennison Associates
New York
US$62.4억 +US$2.68억 6 5.71% 증가
30
Harris Associates
Harris Associates
Illinois
US$62.1억 +US$5.72억 5 9.81% 증가
31
Bank of America
Bank of America
North Carolina
US$60.6억 +US$7.91억 15 2.04% 증가
32
Franklin Resources
Franklin Resources
California
US$59.6억 +US$3.82억 11 2.7% 증가
33
UBS AM
UBS AM
Illinois
US$57.7억 -US$3.18억 11 5.56% 축소
34
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$54.4억 +US$3.69억 6 20.22% 증가
35
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$47억 -US$1.82억 11 3.87% 축소
36
Temasek Holdings
Temasek Holdings
Singapore
US$44.3억 +US$38.3억 1 33.16% 증가
37
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$43.3억 -US$1.62억 6 14.75% 축소
38
Legal & General Group
Legal & General Group
United Kingdom
US$42.8억 -US$5759만 11 5.11% 축소
39
First Eagle Investment Management
First Eagle Investment Management
New York
US$41.4억 +US$2.38억 6 9.86% 증가
40
AllianceBernstein
AllianceBernstein
Tennessee
US$41억 -US$1.81억 12 3.32% 축소
41
Magellan Asset Management
Magellan Asset Management
Australia
US$40.2억 +US$11.6억 4 25.87% 증가
42
HSBC Holdings
HSBC Holdings
United Kingdom
US$39.6억 +US$12.5억 12 7.59% 증가
43
Sands Capital Management
Sands Capital Management
Virginia
US$38.4억 -US$8586만 2 9.13% 축소
44
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$35.7억 +US$1.15억 9 5.21% 증가
45
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$35.4억 -US$1.09억 12 4.49% 축소
46
UBS Group
UBS Group
Switzerland
US$34.3억 +US$1.68억 16 2.37% 증가
47
BlackRock Advisors
BlackRock Advisors
Delaware
US$33.4억 -US$898만 12 3.42% 축소
48
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$33.3억 +US$4665만 12 4.36% 증가
49
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$33억 +US$452만 4 4.48% 증가
50
Managed Account Advisors
Managed Account Advisors
New Jersey
US$32.9억 +US$1.73억 13 2.89% 증가