← 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
601
TimesSquare Capital Management
TimesSquare Capital Management
New York
US$2.72억 -US$705만 4 2.21% 축소
602
Oakmont Corp
Oakmont Corp
California
US$2.72억 +US$113만 4 24.12% 증가
603
NAYA Capital Management (UK)
NAYA Capital Management (UK)
United Kingdom
US$2.71억 -US$273만 1 10.95% 축소
604
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
US$2.71억 +US$2.64억 2 4.57% 신규
605
Mercer Global Advisors
Mercer Global Advisors
Colorado
US$2.69억 +US$1785만 15 3.36% 증가
606
Pinnacle Associates
Pinnacle Associates
New York
US$2.69억 -US$327만 13 5.46% 축소
607
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
US$2.69억 +US$1105만 10 13.86% 증가
608
Synovus Financial
Synovus Financial
Georgia
US$2.68억 +US$221만 13 3.09% 증가
609
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
US$2.66억 +US$6061만 4 3.42% 증가
610
Black Creek Investment Management
Black Creek Investment Management
Ontario, Canada
US$2.65억 +US$3884만 1 8.26% 증가
611
SC
SRB Corp
Massachusetts
US$2.64억 -US$1.24억 2 19.44% 축소
612
NS Partners
NS Partners
United Kingdom
US$2.64억 +US$167만 5 15.42% 증가
613
Wealthfront Advisers
Wealthfront Advisers
California
US$2.64억 +US$788만 9 1.59% 증가
614
Smith Group Asset Management
Smith Group Asset Management
Texas
US$2.62억 -US$1.04억 4 15.18% 축소
615
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
US$2.61억 +US$1884만 2 5.03% 증가
616
Platinum Investment Management
Platinum Investment Management
Australia
US$2.6억 -US$1.68억 7 5.97% 축소
617
Chilton Investment Company
Chilton Investment Company
Connecticut
US$2.59억 -US$3141만 5 7.4% 축소
618
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
US$2.59억 +US$7639만 3 11.37% 증가
619
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
US$2.57억 -US$2234만 9 5.24% 축소
620
Cambiar Investors
Cambiar Investors
Colorado
US$2.57억 +US$3279만 4 10.03% 증가
621
Abrams Capital Management
Abrams Capital Management
Massachusetts
US$2.57억 US$0 1 7.24% 유지됨
622
Regal Partners
Regal Partners
Australia
US$2.55억 -US$634만 1 26.36% 축소
623
CA
Cornerstone Advisors
North Carolina
US$2.55억 -US$1173만 4 22.35% 축소
624
AssetMark Inc
AssetMark Inc
California
US$2.53억 +US$488만 14 1.41% 증가
625
Motley Fool Wealth Management
Motley Fool Wealth Management
Virginia
US$2.53억 +US$401만 4 11.24% 증가