← 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$73.2억 +US$4.66억 11 3.62% 증가
27
Dodge & Cox
Dodge & Cox
California
US$72.4억 -US$2.46억 5 7.29% 축소
28
Jennison Associates
Jennison Associates
New York
US$71.4억 +US$4.25억 6 7.32% 증가
29
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$65.4억 -US$1억 8 3.65% 축소
30
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$59.4억 +US$2.25억 7 26.08% 증가
31
Harris Associates
Harris Associates
Illinois
US$55.4억 -US$8.45억 4 9.7% 축소
32
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$52.4억 -US$8.81억 10 18.21% 축소
33
AllianceBernstein
AllianceBernstein
Tennessee
US$51.5억 +US$3.7억 12 4.42% 증가
34
Legal & General Group
Legal & General Group
United Kingdom
US$48.9억 +US$2.05억 11 5.96% 증가
35
Deutsche Bank
Deutsche Bank
Germany
US$48.5억 -US$13.2억 14 3.75% 축소
36
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$45.5억 -US$4.58억 10 4.08% 축소
37
American Century Companies
American Century Companies
Missouri
US$43.5억 +US$7.95억 9 5.31% 증가
38
Sands Capital Management
Sands Capital Management
Virginia
US$42.1억 +US$10.9억 3 11.76% 증가
39
Magellan Asset Management
Magellan Asset Management
Australia
US$40.3억 -US$617만 4 25.32% 축소
40
Viking Global Investors
Viking Global Investors
Connecticut
US$39.9억 -US$2689만 3 15.3% 축소
41
First Eagle Investment Management
First Eagle Investment Management
New York
US$39.9억 +US$4621만 6 10.05% 증가
42
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$38.7억 -US$307만 13 5.23% 축소
43
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$38.5억 +US$2.71억 6 6.33% 증가
44
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$38.1억 +US$2.12억 8 11.29% 증가
45
BlackRock Advisors
BlackRock Advisors
Delaware
US$37.9억 +US$3.13억 12 4.06% 증가
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$37.8억 +US$785만 13 5.99% 증가
47
OppenheimerFunds
OppenheimerFunds
New York
US$37.5억 +US$2.81억 8 5.06% 증가
48
UBS AM
UBS AM
Illinois
US$37.2억 -US$20.1억 10 4.1% 축소
49
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$37.2억 -US$13.3억 5 15.42% 축소
50
Allianz Asset Management
Allianz Asset Management
Germany
US$37.1억 +US$4.63억 10 4.42% 증가