← 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
Deutsche Bank
Deutsche Bank
Germany
US$138억 -US$11.4억 22 6.86% 축소
27
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$131억 -US$1.03억 11 5.6% 축소
28
Franklin Resources
Franklin Resources
California
US$118억 -US$13.5억 15 6.03% 축소
29
Legal & General Group
Legal & General Group
United Kingdom
US$117억 -US$4.63억 19 9.01% 축소
30
AllianceBernstein
AllianceBernstein
Tennessee
US$109억 +US$2.61억 19 7.58% 증가
31
Dodge & Cox
Dodge & Cox
California
US$106억 -US$7.13억 9 8.48% 축소
32
UBS Group
UBS Group
Switzerland
US$106억 +US$13.4억 26 4.58% 증가
33
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$104억 +US$1.89억 11 21.01% 증가
34
Charles Schwab
Charles Schwab
California
US$99.4억 +US$3.08억 20 7.24% 증가
35
American Century Companies
American Century Companies
Missouri
US$91.2억 +US$1.81억 14 9.18% 증가
36
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$88.1억 +US$5.57억 12 10.27% 증가
37
Fisher Asset Management
Fisher Asset Management
Washington
US$87.5억 -US$2.75억 8 11.36% 축소
38
Swiss National Bank
Swiss National Bank
Switzerland
US$87.3억 +US$2.2억 18 9.98% 증가
39
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$85.5억 +US$12.5억 24 7.06% 증가
40
HSBC Holdings
HSBC Holdings
United Kingdom
US$84.9억 -US$15.9억 19 15.12% 축소
41
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$84.7억 -US$4955만 23 3.81% 축소
42
ClearBridge Investments
ClearBridge Investments
New York
US$80.8억 -US$559만 13 6.61% 축소
43
Sands Capital Management
Sands Capital Management
Virginia
US$77.5억 -US$1.13억 6 22.19% 축소
44
OppenheimerFunds
OppenheimerFunds
New York
US$77.5억 +US$8.22억 15 9.24% 증가
45
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$76.2억 +US$4093만 13 13.34% 증가
46
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$75.1억 +US$1.26억 19 2.99% 증가
47
AQR Capital Management
AQR Capital Management
Connecticut
US$73.1억 +US$5.34억 17 7.37% 증가
48
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$72.6억 -US$2.68억 19 9.06% 축소
49
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$72.2억 -US$3.93억 7 26.22% 축소
50
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$69.7억 +US$1.86억 20 6.6% 증가