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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
776
Investment House LLC
Investment House LLC
California
US$2.24억 -US$467만 7 14.41% 축소
777
Pathstone Family Office
Pathstone Family Office
New Jersey
US$2.24억 +US$4712만 17 5.59% 증가
778
RWWM Inc
RWWM Inc
California
US$2.21억 +US$4220만 3 27.23% 증가
779
Capital International Sarl
Capital International Sarl
California
US$2.21억 +US$1.22억 7 10.54% 증가
780
Honeycomb Asset Management
Honeycomb Asset Management
New York
US$2.21억 -US$1.07억 3 14.74% 축소
781
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
US$2.21억 +US$645만 4 10.25% 증가
782
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
US$2.2억 -US$581만 19 7.43% 축소
783
Madison Asset Management
Madison Asset Management
Wisconsin
US$2.2억 -US$1589만 7 2.89% 축소
784
Rheos Capital Works
Rheos Capital Works
Japan
US$2.2억 +US$2491만 7 9.61% 증가
785
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
US$2.18억 +US$314만 3 10.88% 증가
786
MP
MFN Partners
Massachusetts
US$2.17억 US$0 1 8.54% 유지됨
787
Advisory Services Network
Advisory Services Network
Georgia
US$2.17억 +US$1005만 20 6.24% 증가
788
Beacon Pointe Advisors
Beacon Pointe Advisors
California
US$2.17억 -US$8344만 16 5.64% 축소
789
Howland Capital Management
Howland Capital Management
Massachusetts
US$2.16억 -US$202만 8 10.99% 축소
790
MMBG Investment Advisors
MMBG Investment Advisors
Florida
US$2.16억 +US$2.17억 7 20.78% 신규
791
Blue Whale Capital
Blue Whale Capital
United Kingdom
US$2.16억 -US$2700만 2 17.58% 축소
792
Select Equity Group
Select Equity Group
New York
US$2.16억 +US$5876만 3 0.59% 증가
793
Unigestion Holding
Unigestion Holding
Switzerland
US$2.15억 -US$4175만 6 8.75% 축소
794
First National Bank of Omaha
First National Bank of Omaha
Nebraska
US$2.14억 -US$542만 5 10.26% 축소
795
Madrona Venture Group
Madrona Venture Group
Washington
US$2.14억 -US$2.19억 1 40.42% 축소
796
Old National Bancorp
Old National Bancorp
Indiana
US$2.13억 -US$798만 8 7.62% 축소
797
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
US$2.13억 -US$249만 9 6.19% 축소
798
Barings
Barings
North Carolina
US$2.13억 -US$1373만 12 5.48% 축소
799
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
US$2.13억 -US$2082만 5 5.73% 축소
800
Shanda Asset Management Holdings
Shanda Asset Management Holdings
British Virgin Islands
US$2.12억 -US$1711만 2 28.32% 축소