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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
501
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
US$5.75억 -US$1506만 3 10.44% 축소
502
Perpetual Ltd
Perpetual Ltd
Australia
US$5.75억 +US$2921만 10 6.94% 증가
503
Oppenheimer & Co
Oppenheimer & Co
New York
US$5.74억 -US$182만 18 8.67% 축소
504
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
US$5.72억 -US$1489만 11 8.49% 축소
505
Antipodes Partners
Antipodes Partners
Australia
US$5.69억 +US$2552만 6 17.83% 증가
506
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
US$5.68억 -US$1.58억 4 5.89% 축소
507
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
US$5.67억 +US$132만 15 11.29% 증가
508
Third Point
Third Point
New York
US$5.65억 -US$3.55억 2 8.63% 축소
509
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
US$5.65억 +US$1.35억 6 9.13% 증가
510
Advisors Capital Management
Advisors Capital Management
New Jersey
US$5.6억 -US$1656만 8 8.66% 축소
511
&Partners
&Partners
Tennessee
US$5.58억 +US$6237만 17 5.93% 증가
512
Sterling Capital Management
Sterling Capital Management
North Carolina
US$5.57억 -US$4371만 26 8.65% 축소
513
Vident Advisory
Vident Advisory
Georgia
US$5.52억 +US$1.28억 23 8.06% 증가
514
Cercano Management
Cercano Management
Washington
US$5.49억 -US$1.15억 4 16.14% 축소
515
NewEdge Wealth
NewEdge Wealth
Pennsylvania
US$5.48억 +US$3819만 13 9.92% 증가
516
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
US$5.44억 +US$529만 7 19.43% 증가
517
First Foundation Advisors
First Foundation Advisors
California
US$5.4억 -US$1757만 6 21.98% 축소
518
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
US$5.39억 -US$897만 14 7.84% 축소
519
Mizuho Securities USA
Mizuho Securities USA
New York
US$5.39억 -US$1.1억 9 11.63% 축소
520
Beck Mack & Oliver
Beck Mack & Oliver
New York
US$5.37억 -US$1361만 6 10.73% 축소
521
Douglas Lane & Associates
Douglas Lane & Associates
New York
US$5.36억 -US$1372만 9 7.89% 축소
522
Beacon Pointe Advisors
Beacon Pointe Advisors
California
US$5.34억 +US$2298만 14 6% 증가
523
Dorsal Capital Management
Dorsal Capital Management
California
US$5.31억 -US$16.8만 3 16.22% 축소
524
Marsico Capital Management
Marsico Capital Management
Colorado
US$5.29억 -US$9990만 3 18.15% 축소
525
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
US$5.28억 -US$1145만 8 12.89% 축소