← 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$106억 -US$2.49억 15 5.49% 축소
27
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
US$105억 -US$3.5억 18 7.85% 축소
28
Ameriprise
Ameriprise
Minnesota
US$105억 -US$1142만 18 5.75% 축소
29
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$87.6억 +US$8910만 11 4.28% 증가
30
AllianceBernstein
AllianceBernstein
Tennessee
US$74.4억 +US$1.16억 17 6.2% 증가
31
Legal & General Group
Legal & General Group
United Kingdom
US$74.4억 +US$1.13억 20 6.94% 증가
32
UBS AM
UBS AM
Illinois
US$73.9억 -US$5.71억 14 8.29% 축소
33
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$73.7억 +US$9758만 13 6.2% 증가
34
American Century Companies
American Century Companies
Missouri
US$63.5억 -US$1.58억 12 6.84% 축소
35
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$60.3억 -US$3.37억 7 25.52% 축소
36
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$59.2억 +US$2.33억 12 14.53% 증가
37
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$55.5억 +US$1.87억 19 6.43% 증가
38
Deutsche Bank
Deutsche Bank
Germany
US$55.2억 -US$21.2억 20 4.44% 축소
39
Charles Schwab
Charles Schwab
California
US$54.1억 +US$2.32억 19 5.93% 증가
40
OppenheimerFunds
OppenheimerFunds
New York
US$52.2억 -US$1099만 12 6.61% 축소
41
Sands Capital Management
Sands Capital Management
Virginia
US$52억 -US$4.06억 5 18.12% 축소
42
Viking Global Investors
Viking Global Investors
Connecticut
US$49.3억 -US$6.44억 5 22.42% 축소
43
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$49.3억 -US$1.32억 18 6.97% 축소
44
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$48.3억 -US$9588만 11 7.89% 축소
45
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$48억 -US$2.16억 13 9.18% 축소
46
BlackRock Advisors
BlackRock Advisors
Delaware
US$47.6억 +US$1.93억 19 4.82% 증가
47
Allianz Asset Management
Allianz Asset Management
Germany
US$46.6억 +US$841만 12 4.16% 증가
48
Swiss National Bank
Swiss National Bank
Switzerland
US$46.6억 -US$1257만 15 7.35% 축소
49
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$45.5억 +US$2.26억 21 2.47% 증가
50
Fisher Asset Management
Fisher Asset Management
Washington
US$45.4억 +US$4090만 8 7.9% 증가