← 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
551
ROIC
Route One Investment Company
California
US$5.42억 -US$6369만 3 21.19% 축소
552
Moore Capital Management
Moore Capital Management
New York
US$5.41억 +US$4.28억 10 6.22% 증가
553
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
US$5.39억 -US$663만 7 12.59% 축소
554
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
US$5.35억 +US$389만 6 10.66% 증가
555
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
US$5.32억 -US$711만 9 15.68% 축소
556
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
US$5.28억 +US$8147만 17 3.52% 증가
557
Crossmark Global Holdings
Crossmark Global Holdings
Texas
US$5.28억 -US$3726만 18 9.63% 축소
558
Coldstream Capital Management
Coldstream Capital Management
Washington
US$5.28억 +US$841만 17 11.25% 증가
559
South Dakota Investment Council
South Dakota Investment Council
South Dakota
US$5.27억 -US$1419만 9 10.5% 축소
560
R.M. Davis Inc
R.M. Davis Inc
Maine
US$5.24억 +US$414만 6 10.23% 증가
561
Avantax Advisory Services
Avantax Advisory Services
Texas
US$5.23억 +US$2535만 18 3.29% 증가
562
Madison Asset Management
Madison Asset Management
Wisconsin
US$5.22억 +US$100만 7 5.89% 증가
563
Madison Investment Advisors
Madison Investment Advisors
Wisconsin
US$5.22억 +US$4.95억 7 5.89% 신규
564
Chilton Investment Company
Chilton Investment Company
Connecticut
US$5.21억 +US$745만 5 13.39% 증가
565
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
US$5.15억 -US$1397만 9 9.42% 축소
566
Silvant Capital Management
Silvant Capital Management
Georgia
US$5.12억 +US$1678만 8 21.26% 증가
567
Busey Bank
Busey Bank
Illinois
US$5.09억 +US$506만 6 16.69% 증가
568
Vident Advisory
Vident Advisory
Georgia
US$5.06억 +US$2.11억 23 8.87% 증가
569
LGT Capital Partners
LGT Capital Partners
Switzerland
US$5.05억 -US$4796만 3 19.21% 축소
570
SC
SRB Corp
Massachusetts
US$5.04억 US$0 3 28.91% 유지됨
571
London Company of Virginia
London Company of Virginia
Virginia
US$5.04억 -US$2087만 3 2.75% 축소
572
Riverbridge Partners
Riverbridge Partners
Minnesota
US$5.01억 -US$1684만 5 6.83% 축소
573
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
US$5억 +US$777만 4 9.51% 증가
574
YC
Yarbrough Capital
Tennessee
US$5억 -US$216만 9 19.2% 축소
575
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
US$4.99억 +US$4.8억 3 13.55% 신규