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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
651
Motley Fool Wealth Management
Motley Fool Wealth Management
Virginia
US$2.76억 -US$1708만 3 12.02% 축소
652
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
US$2.76억 +US$710만 11 8.37% 증가
653
Meyer Handelman Company
Meyer Handelman Company
New York
US$2.76억 -US$104만 7 11.31% 축소
654
Lakewood Capital Management
Lakewood Capital Management
New York
US$2.75억 -US$151만 3 12.11% 축소
655
GPCM
Greenbrier Partners Capital Management
Texas
US$2.74억 US$0 4 25.12% 유지됨
656
Beacon Pointe Advisors
Beacon Pointe Advisors
California
US$2.73억 +US$1.42억 14 6.74% 증가
657
TFP
Triple Frond Partners
California
US$2.73억 +US$3675만 3 29.8% 증가
658
Thornburg Investment Management
Thornburg Investment Management
New Mexico
US$2.73억 -US$8335만 6 3.35% 축소
659
AAM
Ardevora Asset Management
United Kingdom
US$2.72억 +US$5305만 4 3.44% 증가
660
Capital International
Capital International
California
US$2.71억 -US$62.8만 4 14.78% 축소
661
Cambridge Trust
Cambridge Trust
Massachusetts
US$2.71억 -US$1685만 8 10.23% 축소
662
Barings
Barings
North Carolina
US$2.71억 -US$2681만 9 6.18% 축소
663
LLL
Lynrock Lake LP
New York
US$2.7억 -US$568만 3 16.66% 축소
664
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
US$2.68억 +US$2105만 11 5.37% 증가
665
Valley Forge Capital Management
Valley Forge Capital Management
Florida
US$2.66억 +US$759만 1 10.56% 증가
666
Platinum Investment Management
Platinum Investment Management
Australia
US$2.65억 +US$1.14억 7 7.47% 증가
667
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
US$2.63억 +US$35.7만 7 11.05% 증가
668
Senator Investment Group
Senator Investment Group
New York
US$2.63억 -US$1725만 1 4.5% 축소
669
Candlestick Capital Management
Candlestick Capital Management
Connecticut
US$2.62억 +US$3957만 3 4.95% 증가
670
Smith Group Asset Management
Smith Group Asset Management
Texas
US$2.62억 -US$4422만 6 13.25% 축소
671
Ninety One North America
Ninety One North America
New York
US$2.62억 +US$2606만 5 12.06% 증가
672
Moore Capital Management
Moore Capital Management
New York
US$2.61억 -US$6408만 6 3.98% 축소
673
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel
California
US$2.6억 +US$90.7만 7 21.33% 증가
674
RWC Asset Management
RWC Asset Management
United Kingdom
US$2.6억 -US$273만 2 7.94% 축소
675
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
US$2.6억 +US$2.69억 5 9.43% 신규