← 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
Janus Henderson Group
Janus Henderson Group
US$214억 -US$4.28억 15 12.02% 축소
27
Jennison Associates
Jennison Associates
New York
US$212억 -US$15.1억 9 19.14% 축소
28
Charles Schwab
Charles Schwab
California
US$204억 +US$7187만 23 9.97% 증가
29
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$196억 +US$7.71억 9 7.74% 증가
30
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$188억 +US$1.26억 16 13.27% 증가
31
Franklin Resources
Franklin Resources
California
US$168억 +US$2.73억 16 8.66% 증가
32
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$165억 +US$14.9억 31 6.54% 증가
33
UBS Group
UBS Group
Switzerland
US$165억 -US$16.8억 30 6.96% 축소
34
Swiss National Bank
Swiss National Bank
Switzerland
US$163억 +US$3.8억 21 13.79% 증가
35
Primecap Management
Primecap Management
California
US$159억 -US$8.28억 11 13.65% 축소
36
Fisher Asset Management
Fisher Asset Management
Washington
US$154억 +US$4.04억 9 15.02% 증가
37
Deutsche Bank
Deutsche Bank
Germany
US$153억 +US$3.66억 26 11.65% 증가
38
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$144억 -US$1290만 10 23.04% 축소
39
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$143억 +US$2.64억 23 11% 증가
40
Nordea Investment Management
Nordea Investment Management
Sweden
US$139억 +US$68.4억 15 14.37% 증가
41
American Century Companies
American Century Companies
Missouri
US$136억 +US$3.7억 17 12.92% 증가
42
ClearBridge Investments
ClearBridge Investments
New York
US$136억 -US$7.5억 14 12.28% 축소
43
Credit Suisse
Credit Suisse
Switzerland
US$127억 +US$20.9억 23 9.12% 증가
44
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$124억 -US$1.76억 22 5.44% 축소
45
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$122억 +US$9.7억 20 14.48% 증가
46
HSBC Holdings
HSBC Holdings
United Kingdom
US$109억 +US$6.4억 19 20.66% 증가
47
Magellan Asset Management
Magellan Asset Management
Australia
US$107억 +US$4.13억 5 32.16% 증가
48
Dodge & Cox
Dodge & Cox
California
US$107억 +US$1.01억 10 9.8% 증가
49
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$102억 +US$1.53억 16 18.42% 증가
50
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$101억 -US$2.45억 23 12.9% 축소