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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
551
American National Insurance
American National Insurance
Texas
US$2.19억 US$0 7 14.1% 유지됨
552
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
US$2.18억 +US$3150만 9 7.88% 증가
553
La Financiere de L'Echiquier
La Financiere de L'Echiquier
France
US$2.18억 +US$1256만 6 26.23% 증가
554
Shelton Capital Management
Shelton Capital Management
Colorado
US$2.18억 -US$4531만 10 15.8% 축소
555
Glenview Capital Management
Glenview Capital Management
New York
US$2.18억 -US$2.5억 3 5.92% 축소
556
Montag & Caldwell
Montag & Caldwell
Georgia
US$2.17억 +US$1010만 5 14.44% 증가
557
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
US$2.17억 +US$4103만 2 4.96% 증가
558
Crossmark Global Holdings
Crossmark Global Holdings
Texas
US$2.16억 +US$1382만 13 7.74% 증가
559
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
US$2.16억 -US$4600만 6 14.97% 축소
560
Zacks Investment Management
Zacks Investment Management
Illinois
US$2.16억 -US$4015만 5 5.29% 축소
561
UMB Bank
UMB Bank
Missouri
US$2.13억 -US$263만 7 7.64% 축소
562
PEAK6 Investments
PEAK6 Investments
Illinois
US$2.13억 -US$592만 12 1.24% 축소
563
RIM
Redpoint Investment Management
Australia
US$2.13억 -US$1391만 11 13.3% 축소
564
Confluence Investment Management
Confluence Investment Management
Missouri
US$2.11억 -US$3686만 6 4.02% 축소
565
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
US$2.1억 +US$5146만 2 12.15% 증가
566
Formuepleje A/S
Formuepleje A/S
Denmark
US$2.1억 -US$2099만 5 13.92% 축소
567
Profund Advisors
Profund Advisors
Maryland
US$2.09억 -US$7026만 10 15.7% 축소
568
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
US$2.08억 +US$1035만 22 7.61% 증가
569
Light Street Capital Management
Light Street Capital Management
California
US$2.07억 -US$7172만 3 10.88% 축소
570
QS Investors
QS Investors
New York
US$2.07억 -US$538만 14 3.29% 축소
571
BWA
Brave Warrior Advisors
New York
US$2.06억 -US$7749만 2 11.86% 축소
572
Pinnacle Associates
Pinnacle Associates
New York
US$2.06억 +US$138만 13 6.25% 증가
573
Great Lakes Advisors
Great Lakes Advisors
Illinois
US$2.05억 -US$525만 6 6% 축소
574
Chilton Investment Company
Chilton Investment Company
Connecticut
US$2.05억 -US$503만 4 7.76% 축소
575
Veritas Investment Management
Veritas Investment Management
United Kingdom
US$2.04억 -US$799만 4 17.19% 축소