← 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
Jennison Associates
Jennison Associates
New York
US$181억 +US$1.99억 10 18.23% 증가
27
Primecap Management
Primecap Management
California
US$176억 -US$7.76억 11 12.78% 축소
28
AllianceBernstein
AllianceBernstein
Tennessee
US$168억 +US$4.66억 21 9.56% 증가
29
UBS Group
UBS Group
Switzerland
US$155억 -US$3592만 30 5.4% 축소
30
Charles Schwab
Charles Schwab
California
US$153억 +US$2.13억 23 8.24% 증가
31
Deutsche Bank
Deutsche Bank
Germany
US$150억 +US$7.6억 27 9.8% 증가
32
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$146억 +US$5410만 9 5.48% 증가
33
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$140억 +US$2.39억 14 10.97% 증가
34
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$130억 +US$5.8억 28 4.68% 증가
35
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$128억 +US$6.61억 10 21.79% 증가
36
ClearBridge Investments
ClearBridge Investments
New York
US$127억 +US$3.1억 14 10.55% 증가
37
Fisher Asset Management
Fisher Asset Management
Washington
US$125억 -US$6592만 10 12.65% 축소
38
Franklin Resources
Franklin Resources
California
US$121억 +US$3.15억 17 6.36% 증가
39
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$111억 +US$11.5억 22 8.13% 증가
40
Dodge & Cox
Dodge & Cox
California
US$110억 -US$3억 10 8.41% 축소
41
Swiss National Bank
Swiss National Bank
Switzerland
US$107억 -US$5.93억 21 10.93% 축소
42
Magellan Asset Management
Magellan Asset Management
Australia
US$105억 +US$2.68억 6 27.61% 증가
43
American Century Companies
American Century Companies
Missouri
US$104억 -US$4.47억 15 9.88% 축소
44
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$103억 +US$8383만 22 3.75% 증가
45
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$99억 +US$18.5억 16 11.61% 증가
46
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$92.4억 -US$4.86억 15 15.05% 축소
47
HSBC Holdings
HSBC Holdings
United Kingdom
US$91.3억 +US$1767만 20 15.85% 증가
48
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$89.5억 +US$6.29억 24 6.72% 증가
49
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$86억 -US$3829만 21 10.22% 축소
50
California Public Employees Retirement System
California Public Employees Retirement System
California
US$85.9억 +US$3.27억 23 7.78% 증가