← 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
Primecap Management
Primecap Management
California
US$163억 -US$5.48억 11 13% 축소
27
Jennison Associates
Jennison Associates
New York
US$160억 -US$4.82억 10 16.9% 축소
28
AllianceBernstein
AllianceBernstein
Tennessee
US$148억 -US$1.56억 21 9.2% 축소
29
UBS Group
UBS Group
Switzerland
US$141억 -US$8.75억 30 5.42% 축소
30
Charles Schwab
Charles Schwab
California
US$139억 +US$2.78억 22 8.2% 증가
31
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$132억 -US$2.84억 8 5.29% 축소
32
Deutsche Bank
Deutsche Bank
Germany
US$128억 -US$11.5억 23 8.91% 축소
33
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$125억 +US$1.34억 14 10.82% 증가
34
Fisher Asset Management
Fisher Asset Management
Washington
US$112억 +US$5.55억 9 12.32% 증가
35
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$112억 +US$1.15억 29 4.43% 증가
36
ClearBridge Investments
ClearBridge Investments
New York
US$112억 +US$2.54억 16 9.76% 증가
37
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$110억 +US$2865만 9 21.15% 증가
38
Franklin Resources
Franklin Resources
California
US$107억 -US$2.9억 18 5.83% 축소
39
Swiss National Bank
Swiss National Bank
Switzerland
US$103억 +US$3.15억 20 10.91% 증가
40
Dodge & Cox
Dodge & Cox
California
US$102억 -US$7.26억 10 8.39% 축소
41
American Century Companies
American Century Companies
Missouri
US$98.1억 +US$2.12억 14 9.84% 증가
42
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$93.6억 +US$3.44억 21 3.64% 증가
43
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$91억 +US$1.4억 21 7.34% 증가
44
Magellan Asset Management
Magellan Asset Management
Australia
US$88억 +US$8.16억 6 25.28% 증가
45
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$82.6억 -US$67.9억 15 14.57% 축소
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$79.1억 +US$7630만 22 10.01% 증가
47
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$76.7억 -US$1.11억 6 26.97% 축소
48
HSBC Holdings
HSBC Holdings
United Kingdom
US$76.1억 +US$2.32억 20 14.2% 증가
49
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$75.8억 +US$2.61억 24 6.55% 증가
50
California Public Employees Retirement System
California Public Employees Retirement System
California
US$75.2억 +US$17.8억 21 7.47% 증가