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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
Franklin Resources
Franklin Resources
California
US$66.4억 +US$2.81억 11 3.01% 증가
27
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$66.3억 +US$2.7억 6 3.37% 증가
28
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$62.6억 -US$3.64억 9 20.19% 축소
29
Harris Associates
Harris Associates
Illinois
US$60.8억 -US$2.54억 5 9.71% 축소
30
Jennison Associates
Jennison Associates
New York
US$60.8억 -US$4.53억 7 5.57% 축소
31
Bank of America
Bank of America
North Carolina
US$59.4억 -US$2.55억 15 1.93% 축소
32
Deutsche Bank
Deutsche Bank
Germany
US$59.1억 -US$5.48억 15 3.78% 축소
33
UBS AM
UBS AM
Illinois
US$57.2억 -US$2.19억 11 5.47% 축소
34
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$57억 +US$1.85억 6 22.42% 증가
35
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$47.6억 -US$1636만 10 3.91% 축소
36
Temasek Holdings
Temasek Holdings
Singapore
US$46.8억 +US$3.24억 1 29.27% 증가
37
AllianceBernstein
AllianceBernstein
Tennessee
US$45.5억 +US$3.83억 12 3.76% 증가
38
Legal & General Group
Legal & General Group
United Kingdom
US$45억 +US$1.16억 11 5.29% 증가
39
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$44.3억 -US$1.24억 5 15.49% 축소
40
First Eagle Investment Management
First Eagle Investment Management
New York
US$41.3억 +US$9953만 6 9.85% 증가
41
Magellan Asset Management
Magellan Asset Management
Australia
US$41.1억 +US$821만 4 25.77% 증가
42
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$37.4억 +US$3.45억 12 4.64% 증가
43
OppenheimerFunds
OppenheimerFunds
New York
US$36.5억 +US$6.48억 9 4.18% 증가
44
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$36.1억 -US$6479만 12 5.27% 축소
45
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$35.8억 +US$5.32억 8 9.79% 증가
46
Viking Global Investors
Viking Global Investors
Connecticut
US$35.6억 +US$16.3억 3 13.46% 증가
47
Managed Account Advisors
Managed Account Advisors
New Jersey
US$35억 +US$1.17억 14 2.89% 증가
48
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$34.5억 +US$4.77억 6 4.92% 증가
49
UBS Group
UBS Group
Switzerland
US$34.4억 -US$6834만 15 2.29% 축소
50
BlackRock Advisors
BlackRock Advisors
Delaware
US$33.9억 +US$1131만 12 3.53% 증가