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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
401
Welch & Forbes
Welch & Forbes
Massachusetts
US$1.6억 -US$266만 6 5.05% 축소
402
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
US$1.58억 +US$9142만 6 1.94% 증가
403
Tweedy, Browne Co
Tweedy, Browne Co
Connecticut
US$1.58억 US$0 1 3.63% 유지됨
404
Two Sigma Advisers
Two Sigma Advisers
New York
US$1.58억 +US$87.3만 9 1.43% 증가
405
Renaissance Group
Renaissance Group
Kentucky
US$1.57억 -US$104만 5 6.21% 축소
406
Mar Vista Investment Partners
Mar Vista Investment Partners
California
US$1.56억 +US$1048만 2 8.98% 증가
407
City National Bank
City National Bank
Delaware
US$1.56억 +US$442만 6 2.19% 증가
408
Haverford Trust Company
Haverford Trust Company
Pennsylvania
US$1.56억 +US$3304만 4 4.81% 증가
409
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
US$1.54억 -US$437만 4 3.43% 축소
410
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
US$1.54억 -US$200만 1 1.18% 축소
411
TCM
Tetrem Capital Management
Manitoba, Canada
US$1.54억 -US$644만 3 4.18% 축소
412
Analytic Investors
Analytic Investors
California
US$1.53억 -US$2613만 3 2.33% 축소
413
TP
Tesuji Partners
New Jersey
US$1.53억 US$0 1 13.12% 유지됨
414
Virtu KCG Holdings
Virtu KCG Holdings
New York
US$1.53억 +US$1111만 12 1.9% 증가
415
World Asset Management
World Asset Management
Michigan
US$1.52억 -US$2107만 9 4.75% 축소
416
Gabelli Funds
Gabelli Funds
New York
US$1.52억 -US$350만 5 0.79% 축소
417
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$1.51억 +US$744만 10 2.09% 증가
418
Black Creek Investment Management
Black Creek Investment Management
Ontario, Canada
US$1.51억 +US$560만 2 16.49% 증가
419
Axiom Investors
Axiom Investors
Connecticut
US$1.49억 +US$3863만 3 3.55% 증가
420
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
US$1.49억 +US$591만 3 15.16% 증가
421
Santa Barbara Asset Management
Santa Barbara Asset Management
California
US$1.48억 +US$1429만 1 3.16% 증가
422
Wasatch Advisors
Wasatch Advisors
Utah
US$1.47억 -US$1344만 4 1.42% 축소
423
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
US$1.46억 +US$1.44억 8 6.16% 신규
424
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$1.46억 +US$1441만 9 4.5% 증가
425
Soros Fund Management
Soros Fund Management
New York
US$1.45억 -US$1.84억 2 1.43% 축소