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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
Berkshire Hathaway
Berkshire Hathaway
Nebraska
US$3.14억 -US$53.2억 1 0.16% 축소
402
Senator Investment Group
Senator Investment Group
New York
US$3.14억 US$0 1 3.36% 유지됨
403
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
US$3.14억 +US$90.6만 5 1.87% 증가
404
John W. Bristol & Co
John W. Bristol & Co
New York
US$3.13억 -US$1358만 4 8.88% 축소
405
Davenport & Co
Davenport & Co
Virginia
US$3.12억 +US$3894만 7 3.74% 증가
406
Silvercrest Asset Management
Silvercrest Asset Management
New York
US$3.11억 +US$1121만 9 2.89% 증가
407
VanEck Associates
VanEck Associates
New York
US$3.1억 -US$695만 5 1.53% 축소
408
Troy Asset Management
Troy Asset Management
United Kingdom
US$3.1억 -US$734만 2 12.8% 축소
409
Omega Advisors
Omega Advisors
New York
US$3.1억 +US$786만 5 11.61% 증가
410
PTC
Provident Trust Company
Wisconsin
US$3.09억 -US$50.3만 3 12.64% 축소
411
Mar Vista Investment Partners
Mar Vista Investment Partners
California
US$3.08억 -US$253만 4 11.53% 축소
412
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
US$3.08억 -US$3853만 5 3.25% 축소
413
Mutual of America Capital Management
Mutual of America Capital Management
New York
US$3.06억 +US$1006만 12 4.66% 증가
414
Black Creek Investment Management
Black Creek Investment Management
Ontario, Canada
US$3.05억 +US$2441만 2 11.48% 증가
415
Oak Associates
Oak Associates
Ohio
US$3.02억 -US$630만 10 21.41% 축소
416
B
BP
United Kingdom
US$3억 -US$1775만 10 10.66% 축소
417
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
US$2.98억 -US$4735만 6 16.24% 축소
418
SAM
Scopus Asset Management
New York
US$2.96억 -US$1.08억 3 2.79% 축소
419
Mason Street Advisors
Mason Street Advisors
Wisconsin
US$2.96억 +US$115만 11 6.64% 증가
420
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
US$2.94억 +US$92.4만 11 5.4% 증가
421
Westpac Banking Corp
Westpac Banking Corp
Australia
US$2.9억 -US$3238만 12 6.6% 축소
422
ROIC
Route One Investment Company
California
US$2.89억 -US$2116만 3 6.15% 축소
423
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
US$2.88억 +US$1191만 8 2.87% 증가
424
Voloridge Investment Management
Voloridge Investment Management
Florida
US$2.88억 +US$1524만 8 6.27% 증가
425
Wolverine Trading
Wolverine Trading
Illinois
US$2.88억 -US$4686만 16 1.04% 축소