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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
701
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel
California
US$1.9억 -US$182만 7 20.44% 축소
702
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
US$1.9억 -US$1759만 5 13.14% 축소
703
Northwest & Ethical Investments
Northwest & Ethical Investments
Ontario, Canada
US$1.88억 +US$943만 8 8.29% 증가
704
Cypress Funds
Cypress Funds
California
US$1.88억 US$0 2 20.06% 유지됨
705
KAS
Kemnay Advisory Services
New York
US$1.88억 -US$1815만 6 26.02% 축소
706
Bain Capital Public Equity Management II
Bain Capital Public Equity Management II
Massachusetts
US$1.87억 -US$6840만 3 12.34% 축소
707
Cerity Partners
Cerity Partners
New York
US$1.87억 +US$6090만 13 7.69% 증가
708
Alphinity Investment Management
Alphinity Investment Management
Australia
US$1.85억 +US$5128만 3 18.03% 증가
709
Weitz Investment Management
Weitz Investment Management
Nebraska
US$1.85억 -US$4325만 4 8.67% 축소
710
Covington Capital Management
Covington Capital Management
California
US$1.84억 -US$404만 14 9.14% 축소
711
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
US$1.84억 +US$169만 8 9.89% 증가
712
Matrix Capital Management Company
Matrix Capital Management Company
New Hampshire
US$1.83억 +US$1926만 2 2.43% 증가
713
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
US$1.82억 -US$1.47억 5 3.28% 축소
714
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
US$1.82억 +US$1024만 9 13.82% 증가
715
Kiwi Wealth Investments Limited Partnership
Kiwi Wealth Investments Limited Partnership
New Zealand
US$1.81억 +US$1122만 5 12.69% 증가
716
Aureus Asset Management
Aureus Asset Management
Massachusetts
US$1.81억 -US$750만 6 17.17% 축소
717
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
US$1.81억 +US$1920만 16 3.61% 증가
718
Ziegler Capital Management
Ziegler Capital Management
Illinois
US$1.81억 -US$1.36억 6 6.97% 축소
719
IEQ Capital
IEQ Capital
California
US$1.81억 +US$394만 11 9.71% 증가
720
LMR Partners
LMR Partners
United Kingdom
US$1.81억 +US$766만 6 3.71% 증가
721
J.L. Bainbridge & Co
J.L. Bainbridge & Co
Florida
US$1.79억 -US$341만 7 28.41% 축소
722
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
US$1.77억 -US$1615만 8 9.66% 축소
723
Carillon Tower Advisers
Carillon Tower Advisers
Florida
US$1.77억 -US$1067만 9 2.36% 축소
724
Cooperman Leon G
Cooperman Leon G
US$1.76억 +US$9143만 3 17.29% 증가
725
Park Presidio Capital
Park Presidio Capital
California
US$1.76억 US$0 2 18.71% 유지됨