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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
601
Carillon Tower Advisers
Carillon Tower Advisers
Florida
US$1.73억 +US$4742만 6 1.22% 증가
602
ArchPoint Investors
ArchPoint Investors
Florida
US$1.72억 -US$10.7만 4 51.53% 축소
603
Credit Agricole
Credit Agricole
France
US$1.71억 -US$3914만 10 9.35% 축소
604
Cooperman Leon G
Cooperman Leon G
US$1.71억 +US$1.62억 3 10.44% 신규
605
Synovus Financial
Synovus Financial
Georgia
US$1.71억 -US$23.2만 16 2.77% 축소
606
Regal Partners
Regal Partners
Australia
US$1.7억 +US$205만 1 17.29% 증가
607
Foresters Investment Management
Foresters Investment Management
New York
US$1.68억 -US$2911만 8 2.94% 축소
608
Honeycomb Asset Management
Honeycomb Asset Management
New York
US$1.67억 +US$3578만 3 10.73% 증가
609
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
US$1.66억 -US$110만 10 7.04% 축소
610
Pinnacle Associates
Pinnacle Associates
New York
US$1.64억 +US$30.2만 11 3.72% 증가
611
BOK Financial
BOK Financial
Oklahoma
US$1.64억 +US$252만 12 3.93% 증가
612
Oakmont Corp
Oakmont Corp
California
US$1.64억 +US$5.57만 2 23.07% 증가
613
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
US$1.63억 +US$6459만 3 6.81% 증가
614
Washington Trust
Washington Trust
Rhode Island
US$1.63억 -US$125만 8 9.13% 축소
615
NAYA Capital Management (UK)
NAYA Capital Management (UK)
United Kingdom
US$1.63억 +US$7095만 1 12.62% 증가
616
Cadian Capital Management
Cadian Capital Management
New York
US$1.62억 -US$1.64억 2 6.33% 축소
617
Pactiv General Employee Benefit Trust
Pactiv General Employee Benefit Trust
Illinois
US$1.62억 US$0 2 15.9% 유지됨
618
South Texas Money Management
South Texas Money Management
Texas
US$1.62억 +US$3762만 7 6.96% 증가
619
Altshuler Shaham
Altshuler Shaham
Israel
US$1.61억 -US$1957만 4 7.35% 축소
620
Voloridge Investment Management
Voloridge Investment Management
Florida
US$1.61억 +US$2207만 12 4.84% 증가
621
Origin Asset Management
Origin Asset Management
United Kingdom
US$1.6억 +US$1033만 5 13.42% 증가
622
Matrix Capital Management Company
Matrix Capital Management Company
New Hampshire
US$1.6억 +US$3162만 1 4.27% 증가
623
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
US$1.6억 -US$1109만 5 7.12% 축소
624
Chilton Investment Company
Chilton Investment Company
Connecticut
US$1.6억 -US$144만 4 5.59% 축소
625
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
US$1.59억 +US$4426만 4 12.4% 증가