← 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$110억 -US$5.15억 14 5.58% 축소
27
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$93.8억 -US$3.36억 12 4.39% 축소
28
Legal & General Group
Legal & General Group
United Kingdom
US$84.7억 +US$3.19억 20 7.18% 증가
29
UBS AM
UBS AM
Illinois
US$83.2억 +US$1.17억 15 8.48% 증가
30
AllianceBernstein
AllianceBernstein
Tennessee
US$80.1억 -US$1.05억 15 6.38% 축소
31
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$78.9억 -US$1.43억 12 6.45% 축소
32
American Century Companies
American Century Companies
Missouri
US$70.3억 -US$472만 12 7.3% 축소
33
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$68.3억 +US$5547만 12 17.02% 증가
34
Deutsche Bank
Deutsche Bank
Germany
US$67.5억 +US$6.46억 21 4.99% 증가
35
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$65.2억 -US$1.92억 7 26.63% 축소
36
Swiss National Bank
Swiss National Bank
Switzerland
US$64.5억 +US$12.9억 15 8.03% 증가
37
Charles Schwab
Charles Schwab
California
US$61억 +US$2.06억 19 6.11% 증가
38
Sands Capital Management
Sands Capital Management
Virginia
US$58.3억 -US$1.68억 6 18.29% 축소
39
OppenheimerFunds
OppenheimerFunds
New York
US$57.4억 -US$1.74억 12 6.95% 축소
40
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$55억 -US$5660만 14 9.88% 축소
41
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$54.2억 +US$1955만 19 7.3% 증가
42
Fisher Asset Management
Fisher Asset Management
Washington
US$53.9억 +US$2.74억 9 8.63% 증가
43
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$53억 +US$1749만 11 8.19% 증가
44
UBS Group
UBS Group
Switzerland
US$52.7억 +US$3.48억 22 2.88% 증가
45
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$50.9억 +US$8287만 21 2.74% 증가
46
Viking Global Investors
Viking Global Investors
Connecticut
US$49.7억 -US$4.09억 4 21.97% 축소
47
HSBC Holdings
HSBC Holdings
United Kingdom
US$48.6억 +US$5.88억 14 10.15% 증가
48
Credit Suisse
Credit Suisse
Switzerland
US$47.7억 +US$4562만 18 4.3% 증가
49
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$47.5억 +US$5.46억 19 6.01% 증가
50
ClearBridge Investments
ClearBridge Investments
New York
US$47.3억 +US$1.27억 12 4.76% 증가