← 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
AllianceBernstein
AllianceBernstein
Tennessee
US$172억 +US$12억 21 12.33% 증가
27
Janus Henderson Group
Janus Henderson Group
US$169억 -US$12억 16 11.61% 축소
28
Charles Schwab
Charles Schwab
California
US$159억 +US$13.9억 22 9.32% 증가
29
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$147억 +US$7.55억 8 7% 증가
30
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$145억 +US$12.5억 16 12.49% 증가
31
UBS Group
UBS Group
Switzerland
US$143억 -US$6.46억 33 6.76% 축소
32
Primecap Management
Primecap Management
California
US$140억 -US$16.1억 11 13.7% 축소
33
Swiss National Bank
Swiss National Bank
Switzerland
US$124억 +US$23.1억 21 13.12% 증가
34
Deutsche Bank
Deutsche Bank
Germany
US$118억 -US$24.2억 24 10.56% 축소
35
Fisher Asset Management
Fisher Asset Management
Washington
US$118억 -US$2.9억 9 14.63% 축소
36
Franklin Resources
Franklin Resources
California
US$117억 +US$1.48억 16 7.83% 증가
37
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$116억 -US$9.27억 29 5.57% 축소
38
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$115억 -US$6.75억 11 23.78% 축소
39
ClearBridge Investments
ClearBridge Investments
New York
US$112억 -US$6.68억 14 12.1% 축소
40
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$109억 +US$2.43억 23 9.98% 증가
41
American Century Companies
American Century Companies
Missouri
US$101억 +US$1.88억 17 12.08% 증가
42
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$98.6억 +US$9194만 22 5.13% 증가
43
Dodge & Cox
Dodge & Cox
California
US$87.5억 -US$8.71억 10 9.46% 축소
44
HSBC Holdings
HSBC Holdings
United Kingdom
US$86억 +US$8847만 19 19.97% 증가
45
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$85.9억 -US$1.26억 16 18.38% 축소
46
Magellan Asset Management
Magellan Asset Management
Australia
US$85.2억 -US$13.5억 5 29.32% 축소
47
Credit Suisse
Credit Suisse
Switzerland
US$82.3억 +US$6.92억 23 7.11% 증가
48
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$82억 -US$7.39억 17 14.29% 축소
49
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$80.5억 -US$1.88억 21 12.11% 축소
50
California Public Employees Retirement System
California Public Employees Retirement System
California
US$79.9억 -US$2.34억 23 9.67% 축소