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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
426
Cardano Risk Management
Cardano Risk Management
Netherlands
US$5.91억 -US$2720만 4 73.29% 축소
427
Tweedy, Browne Co
Tweedy, Browne Co
Connecticut
US$5.88억 -US$3.4억 3 19.65% 축소
428
Balyasny Asset Management
Balyasny Asset Management
Illinois
US$5.88억 +US$1.95억 18 2.45% 증가
429
LGT Capital Partners
LGT Capital Partners
Switzerland
US$5.87억 -US$2.42억 4 17.71% 축소
430
RBC Europe
RBC Europe
United Kingdom
US$5.82억 +US$2614만 16 23.89% 증가
431
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
US$5.8억 -US$415만 5 29.4% 축소
432
RA
Rovida Advisors
Florida
US$5.79억 +US$9445만 5 24.51% 증가
433
HM Payson & Co
HM Payson & Co
Maine
US$5.77억 -US$60만 18 14.06% 축소
434
AKO Capital
AKO Capital
United Kingdom
US$5.77억 +US$1357만 1 5.98% 증가
435
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
US$5.74억 -US$1171만 4 28.92% 축소
436
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
US$5.69억 -US$3260만 13 4.36% 축소
437
Welch & Forbes
Welch & Forbes
Massachusetts
US$5.68억 +US$26.5만 9 9.45% 증가
438
Voloridge Investment Management
Voloridge Investment Management
Florida
US$5.66억 +US$808만 20 3.64% 증가
439
South Dakota Investment Council
South Dakota Investment Council
South Dakota
US$5.59억 +US$705만 6 10.01% 증가
440
Matrix Capital Management Company
Matrix Capital Management Company
New Hampshire
US$5.57억 US$0 1 6.34% 유지됨
441
BlueSpruce Investments
BlueSpruce Investments
Illinois
US$5.56억 -US$1.41억 1 9.68% 축소
442
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
US$5.54억 +US$850만 3 12.73% 증가
443
KCM
Kensico Capital Management
Connecticut
US$5.52억 -US$3.22억 2 16.96% 축소
444
Foxhaven Asset Management
Foxhaven Asset Management
Virginia
US$5.51억 -US$349만 2 15.87% 축소
445
Norinchukin Bank
Norinchukin Bank
Japan
US$5.5억 +US$2479만 10 7.64% 증가
446
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
US$5.49억 +US$4622만 3 14.94% 증가
447
Kestra Advisory Services
Kestra Advisory Services
Texas
US$5.49억 +US$6918만 21 5.49% 증가
448
Haverford Trust Company
Haverford Trust Company
Pennsylvania
US$5.49억 -US$2718만 7 6.56% 축소
449
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
US$5.45억 -US$1074만 16 7.74% 축소
450
Alphinity Investment Management
Alphinity Investment Management
Australia
US$5.44억 +US$1253만 3 20.26% 증가