← 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
Fisher Asset Management
Fisher Asset Management
Washington
US$35.1억 +US$6109만 6 7.3% 증가
52
Charles Schwab
Charles Schwab
California
US$34억 +US$4175만 13 5.02% 증가
53
ValueAct Holdings
ValueAct Holdings
California
US$33.3억 +US$7.46만 1 19.37% 증가
54
UBS Group
UBS Group
Switzerland
US$33.1억 -US$1.59억 16 2.34% 축소
55
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$32.5억 -US$2.94억 12 3.43% 축소
56
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$31.3억 +US$1.24억 9 15.94% 증가
57
BlackRock
BlackRock
New York
US$30.6억 +US$1.78억 13 4.8% 증가
58
Capital International Investors
Capital International Investors
California
US$30.6억 -US$8070만 5 5.55% 축소
59
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$30.2억 US$0 3 5.07% 유지됨
60
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$29.2억 +US$4.04만 11 7.12% 증가
61
Temasek Holdings
Temasek Holdings
Singapore
US$28.4억 -US$6.42억 1 26.92% 축소
62
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$28.3억 -US$2.94억 4 4.35% 축소
63
ClearBridge Investments
ClearBridge Investments
New York
US$28.1억 +US$1.28억 10 3.37% 증가
64
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$27.8억 +US$3.92억 10 5.88% 증가
65
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$26.9억 -US$9821만 16 2.02% 축소
66
Winslow Capital Management
Winslow Capital Management
Minnesota
US$26.2억 -US$4644만 3 9.53% 축소
67
Prudential Financial
Prudential Financial
New Jersey
US$25.9억 +US$1.33억 9 5.12% 증가
68
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$25.6억 +US$1.58억 9 7.88% 증가
69
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$25.4억 +US$3.31억 13 4.96% 증가
70
Russell Frank Company
Russell Frank Company
Washington
US$24.9억 -US$7774만 12 4.66% 축소
71
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$23.7억 -US$7.33억 8 4.59% 축소
72
California Public Employees Retirement System
California Public Employees Retirement System
California
US$23.3억 -US$8.16억 13 3.95% 축소
73
Neuberger Berman Group
Neuberger Berman Group
New York
US$23.1억 -US$1.92억 9 2.97% 축소
74
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$22.7억 +US$577만 8 6.36% 증가
75
Swiss National Bank
Swiss National Bank
Switzerland
US$22.5억 +US$2.09억 10 5.77% 증가