← 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
476
FTCM
Fir Tree Capital Management
New York
US$2.32억 US$0 2 6.26% 유지됨
477
HM Payson & Co
HM Payson & Co
Maine
US$2.29억 -US$182만 7 9.21% 축소
478
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
US$2.28억 -US$848만 5 15.99% 축소
479
Broad Run Investment Management
Broad Run Investment Management
Virginia
US$2.25억 -US$53.4만 2 7.25% 축소
480
Country Trust Bank
Country Trust Bank
Illinois
US$2.24억 -US$1331만 9 9.65% 축소
481
HAM
Honeycomb Asset Management
New York
US$2.24억 +US$6955만 6 28.12% 증가
482
Haverford Trust Company
Haverford Trust Company
Pennsylvania
US$2.23억 -US$139만 7 4.37% 축소
483
Criterion Capital Management
Criterion Capital Management
California
US$2.23억 -US$1.24억 4 13.4% 축소
484
Gabelli Funds
Gabelli Funds
New York
US$2.22억 +US$444만 10 1.28% 증가
485
Profund Advisors
Profund Advisors
Maryland
US$2.22억 +US$131만 13 8.56% 증가
486
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
US$2.2억 +US$1273만 15 1.4% 증가
487
Harvest Fund Management
Harvest Fund Management
China
US$2.19억 +US$1418만 5 34.92% 증가
488
SVB Wealth
SVB Wealth
Massachusetts
US$2.19억 -US$711만 9 8.25% 축소
489
AI
AIA International
Hong Kong
US$2.19억 +US$2.28억 1 58.15% 신규
490
HAM
HHR Asset Management
New Jersey
US$2.19억 +US$4811만 3 12.22% 증가
491
Quantitative Investment Management
Quantitative Investment Management
Virginia
US$2.19억 +US$1.41억 7 3.22% 증가
492
British Airways Pensions Investment Management
British Airways Pensions Investment Management
United Kingdom
US$2.18억 -US$1.95억 7 6.9% 축소
493
Mairs & Power Inc
Mairs & Power Inc
Minnesota
US$2.17억 -US$679만 6 2.52% 축소
494
Weitz Investment Management
Weitz Investment Management
Nebraska
US$2.17억 +US$583만 5 9.04% 증가
495
Securian Asset Management
Securian Asset Management
Minnesota
US$2.17억 +US$212만 11 5.36% 증가
496
Truist Financial
Truist Financial
North Carolina
US$2.16억 -US$234만 11 4.05% 축소
497
Holocene Advisors
Holocene Advisors
New York
US$2.16억 +US$2.09억 5 5.46% 신규
498
Fiduciary Trust
Fiduciary Trust
Massachusetts
US$2.16억 +US$45.2만 9 6.41% 증가
499
First Foundation Advisors
First Foundation Advisors
California
US$2.15억 -US$167만 8 11.62% 축소
500
PFM Health Sciences
PFM Health Sciences
California
US$2.15억 -US$1.76억 5 5.09% 축소