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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
376
John W. Bristol & Co
John W. Bristol & Co
New York
US$3.88억 -US$283만 5 10.44% 축소
377
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
US$3.88억 +US$7113만 6 4.16% 증가
378
Holocene Advisors
Holocene Advisors
New York
US$3.86억 +US$8463만 7 5.91% 증가
379
Mason Street Advisors
Mason Street Advisors
Wisconsin
US$3.86억 +US$323만 12 7.81% 증가
380
AWM
Ashmore Wealth Management
Delaware
US$3.84억 US$0 2 22.39% 유지됨
381
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
US$3.82억 -US$3514만 11 2.52% 축소
382
Hitchwood Capital Management
Hitchwood Capital Management
New York
US$3.81억 +US$3.3억 4 5.47% 증가
383
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
US$3.8억 -US$3323만 16 6.73% 축소
384
Scharf Investments
Scharf Investments
California
US$3.8억 +US$5229만 4 14.66% 증가
385
Waverton Investment Management
Waverton Investment Management
United Kingdom
US$3.79억 -US$1402만 5 19.79% 축소
386
Homestead Advisers
Homestead Advisers
Virginia
US$3.79억 -US$1113만 2 7.09% 축소
387
Rathbones Group
Rathbones Group
United Kingdom
US$3.78억 -US$37.6만 6 12.43% 축소
388
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
US$3.76억 -US$328만 9 5.84% 축소
389
Markel Group
Markel Group
Virginia
US$3.75억 +US$1817만 4 6.28% 증가
390
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
US$3.75억 +US$4042만 18 1.64% 증가
391
KCM
Kensico Capital Management
Connecticut
US$3.72억 -US$2327만 1 7.32% 축소
392
Pacer Advisors
Pacer Advisors
Pennsylvania
US$3.72억 +US$3.33억 10 10.32% 증가
393
BWA
Brave Warrior Advisors
New York
US$3.72억 +US$1038만 2 18.68% 증가
394
PineBridge Investments
PineBridge Investments
New York
US$3.72억 +US$617만 13 7.54% 증가
395
Provident Trust Company
Provident Trust Company
Wisconsin
US$3.7억 +US$316만 3 13.73% 증가
396
Douglas Lane & Associates
Douglas Lane & Associates
New York
US$3.68억 -US$163만 8 7.63% 축소
397
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
US$3.64억 +US$2063만 15 3.48% 증가
398
Silvercrest Asset Management
Silvercrest Asset Management
New York
US$3.63억 -US$340만 8 3.57% 축소
399
Coronation Fund Managers
Coronation Fund Managers
South Africa
US$3.62억 +US$6139만 7 13.36% 증가
400
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
US$3.62억 -US$403만 7 2.5% 축소