← 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
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$224억 +US$12.6억 9 8.12% 증가
27
Janus Henderson Group
Janus Henderson Group
US$224억 -US$6.54억 17 11.66% 축소
28
Charles Schwab
Charles Schwab
California
US$222억 +US$3.83억 25 10.2% 증가
29
Jennison Associates
Jennison Associates
New York
US$215억 -US$19.3억 9 17.26% 축소
30
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$196억 -US$9.21억 18 13.19% 축소
31
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$191억 +US$11.1억 32 6.8% 증가
32
Deutsche Bank
Deutsche Bank
Germany
US$179억 +US$11.7억 28 12.32% 증가
33
Fisher Asset Management
Fisher Asset Management
Washington
US$178억 +US$3.02억 10 15.55% 증가
34
Swiss National Bank
Swiss National Bank
Switzerland
US$174억 -US$2.66억 22 13.64% 축소
35
Franklin Resources
Franklin Resources
California
US$169억 -US$1.3억 18 8.2% 축소
36
UBS Group
UBS Group
Switzerland
US$167억 -US$12.2억 35 6.3% 축소
37
Primecap Management
Primecap Management
California
US$165억 -US$9.13억 12 13.61% 축소
38
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$159억 -US$4.43억 10 23.12% 축소
39
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$153억 -US$244만 24 11% 축소
40
American Century Companies
American Century Companies
Missouri
US$142억 -US$7.21억 19 12.62% 축소
41
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$135억 +US$2865만 24 5.72% 증가
42
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$133억 -US$7510만 21 13.96% 축소
43
ClearBridge Investments
ClearBridge Investments
New York
US$128억 -US$20.1억 14 10.99% 축소
44
Credit Suisse
Credit Suisse
Switzerland
US$125억 -US$16.8억 27 7.65% 축소
45
HSBC Holdings
HSBC Holdings
United Kingdom
US$125억 -US$5.7억 23 19.88% 축소
46
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$123억 +US$1.42억 16 19.74% 증가
47
Magellan Asset Management
Magellan Asset Management
Australia
US$117억 -US$5.08억 5 29.93% 축소
48
California Public Employees Retirement System
California Public Employees Retirement System
California
US$116억 +US$5.42억 25 10.32% 증가
49
Dodge & Cox
Dodge & Cox
California
US$104억 -US$6.19억 10 9.54% 축소
50
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$103억 -US$6.34억 25 12.54% 축소