← 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
51
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$32.4억 +US$8.15억 3 4.36% 증가
52
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$32.3억 +US$1428만 4 4.83% 증가
53
Credit Suisse
Credit Suisse
Switzerland
US$31.8억 +US$8.92억 12 2.6% 증가
54
ValueAct Holdings
ValueAct Holdings
California
US$31억 +US$1.19억 1 22.88% 증가
55
HSBC Holdings
HSBC Holdings
United Kingdom
US$29.9억 +US$1.5억 11 6.46% 증가
56
BlackRock
BlackRock
New York
US$28.9억 -US$5380만 11 4.3% 축소
57
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$28.6억 +US$6.53억 9 5.86% 증가
58
Fisher Asset Management
Fisher Asset Management
Washington
US$28.1억 -US$4.2억 5 5.91% 축소
59
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$27.6억 +US$22.9만 9 6.38% 증가
60
Charles Schwab
Charles Schwab
California
US$27.4억 +US$4434만 11 4.6% 증가
61
Prudential Financial
Prudential Financial
New Jersey
US$27억 +US$2043만 11 4.76% 증가
62
UBS
UBS
Switzerland
US$26.3억 -US$3.87억 14 2.06% 축소
63
Magellan Asset Management
Magellan Asset Management
Australia
US$25.1억 -US$2.7억 3 18.91% 축소
64
Yacktman Asset Management
Yacktman Asset Management
Texas
US$25억 -US$264만 2 10.15% 축소
65
Russell Frank Company
Russell Frank Company
Washington
US$24.3억 -US$9013만 10 4.24% 축소
66
Winslow Capital Management
Winslow Capital Management
Minnesota
US$23.8억 -US$2.54억 3 7.24% 축소
67
Artisan Partners
Artisan Partners
Wisconsin
US$23.7억 +US$1.61억 6 4.09% 증가
68
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$23.5억 +US$2478만 8 9.52% 증가
69
JSP
Jackson Square Partners
California
US$23억 +US$22.2억 3 8.98% 신규
70
ClearBridge Investments
ClearBridge Investments
New York
US$22.3억 -US$1.32억 9 2.51% 축소
71
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$22억 -US$7845만 8 5.72% 축소
72
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$21.2억 +US$1.14억 9 5.81% 증가
73
Capital International Investors
Capital International Investors
California
US$21억 -US$1.94억 5 5.42% 축소
74
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$20.9억 +US$2374만 11 5.25% 증가
75
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
US$20.8억 +US$8.38억 8 4.34% 증가