← 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$247억 -US$2.93억 19 11.27% 축소
27
Charles Schwab
Charles Schwab
California
US$245억 -US$7.48억 26 8.97% 축소
28
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
US$242억 -US$10.9억 13 13.52% 축소
29
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$234억 -US$34.6억 35 6.79% 축소
30
Jennison Associates
Jennison Associates
New York
US$226억 -US$5.35억 10 16.56% 축소
31
Deutsche Bank
Deutsche Bank
Germany
US$206억 +US$6.1억 30 11.08% 증가
32
UBS Group
UBS Group
Switzerland
US$198억 +US$16.9억 34 6.56% 증가
33
Fisher Asset Management
Fisher Asset Management
Washington
US$197억 +US$3.74억 10 13.87% 증가
34
Swiss National Bank
Swiss National Bank
Switzerland
US$192억 +US$3.49억 25 12.83% 증가
35
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$191억 -US$4.28억 19 11.96% 축소
36
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$179억 +US$3.95억 27 10.25% 증가
37
Primecap Management
Primecap Management
California
US$178억 +US$4814만 11 12.44% 증가
38
Franklin Resources
Franklin Resources
California
US$176억 -US$1.36억 18 7.17% 축소
39
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$163억 +US$9.39억 22 12.48% 증가
40
American Century Companies
American Century Companies
Missouri
US$161억 +US$2.41억 20 11.83% 증가
41
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$160억 -US$1.01억 17 20.73% 축소
42
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$149억 -US$2.17억 24 4.92% 축소
43
ClearBridge Investments
ClearBridge Investments
New York
US$126억 -US$1.11억 13 9.41% 축소
44
Dodge & Cox
Dodge & Cox
California
US$126억 +US$2.65억 9 9% 증가
45
Credit Suisse
Credit Suisse
Switzerland
US$123억 -US$22.7억 28 6.31% 축소
46
California Public Employees Retirement System
California Public Employees Retirement System
California
US$123억 -US$9.37억 27 9.37% 축소
47
TCI Fund Management
TCI Fund Management
United Kingdom
US$122억 +US$14.2억 3 35.45% 증가
48
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$122억 -US$6310만 32 7.93% 축소
49
Magellan Asset Management
Magellan Asset Management
Australia
US$118억 -US$2.8억 5 24.65% 축소
50
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$114억 +US$1207만 17 14.73% 증가