← 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
ValueAct Holdings
ValueAct Holdings
California
US$34.4억 +US$3.69만 1 23.07% 증가
52
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$33.6억 -US$1457만 4 4.98% 축소
53
Neuberger Berman Group
Neuberger Berman Group
New York
US$33.6억 -US$4.33억 10 3.45% 축소
54
Managed Account Advisors
Managed Account Advisors
New Jersey
US$33.4억 -US$2058만 13 3.73% 축소
55
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$33억 -US$4324만 3 4.51% 축소
56
UBS
UBS
Switzerland
US$32.1억 +US$4.51억 16 2.37% 증가
57
HSBC Holdings
HSBC Holdings
United Kingdom
US$31.7억 +US$6745만 12 6.63% 증가
58
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$31억 +US$9.7억 6 4.29% 증가
59
BlackRock
BlackRock
New York
US$30.6억 +US$5216만 12 4.48% 증가
60
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$30.5억 +US$6.19억 8 12.29% 증가
61
Charles Schwab
Charles Schwab
California
US$29.5억 +US$1.02억 11 4.85% 증가
62
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$29.2억 -US$3207만 9 5.86% 축소
63
Fisher Asset Management
Fisher Asset Management
Washington
US$28.5억 -US$1456만 5 6.09% 축소
64
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$27억 -US$1.49억 10 6.58% 축소
65
Prudential Financial
Prudential Financial
New Jersey
US$25.7억 -US$2.2억 9 4.83% 축소
66
Magellan Asset Management
Magellan Asset Management
Australia
US$25.3억 -US$4970만 3 19.93% 축소
67
Yacktman Asset Management
Yacktman Asset Management
Texas
US$24.9억 -US$7977만 2 10.41% 축소
68
Artisan Partners
Artisan Partners
Wisconsin
US$24억 +US$392만 7 4.29% 증가
69
Russell Frank Company
Russell Frank Company
Washington
US$24억 -US$2611만 11 4.27% 축소
70
VOYA Investment Management
VOYA Investment Management
Georgia
US$23.5억 +US$4.19억 10 5.33% 증가
71
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$23.5억 +US$1.53억 12 2.66% 증가
72
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$23.1억 +US$2915만 8 6.05% 증가
73
APG Asset Management
APG Asset Management
Netherlands
US$23억 +US$2.98억 9 4.64% 증가
74
Putnam Investments
Putnam Investments
Massachusetts
US$22.9억 +US$4.49억 12 4.85% 증가
75
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$22.8억 +US$1.93억 15 1.56% 증가