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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
1001
NWAM LLC
NWAM LLC
Washington
US$1.71억 +US$1.19억 8 10.43% 증가
1002
Taurus Asset Management
Taurus Asset Management
New York
US$1.71억 +US$223만 5 16.63% 증가
1003
YHB Investment Advisors
YHB Investment Advisors
Connecticut
US$1.7억 -US$390만 6 14.09% 축소
1004
Avity Investment Management
Avity Investment Management
Connecticut
US$1.7억 -US$322만 6 13.25% 축소
1005
Stonebridge Capital Advisors
Stonebridge Capital Advisors
Minnesota
US$1.7억 +US$313만 6 13.87% 증가
1006
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
US$1.69억 -US$849만 5 10.19% 축소
1007
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
US$1.69억 -US$831만 6 16.12% 축소
1008
United Services Automobile Association
United Services Automobile Association
Texas
US$1.69억 -US$3666만 10 4.3% 축소
1009
Wolverine Trading
Wolverine Trading
Illinois
US$1.68억 -US$3.25억 15 0.18% 축소
1010
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
US$1.68억 -US$3024만 4 6.57% 축소
1011
Plato Investment Management
Plato Investment Management
Australia
US$1.67억 +US$431만 15 13.57% 증가
1012
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
US$1.67억 +US$527만 14 7.14% 증가
1013
Sienna Gestion
Sienna Gestion
France
US$1.67억 +US$3763만 5 11.1% 증가
1014
Kintegral Advisory
Kintegral Advisory
New York
US$1.67억 -US$216만 9 15.29% 축소
1015
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
US$1.66억 -US$4440만 8 7.8% 축소
1016
Night Owl Capital Management
Night Owl Capital Management
Connecticut
US$1.66억 +US$428만 4 22.74% 증가
1017
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
US$1.66억 +US$2132만 7 3.49% 증가
1018
Giverny Capital
Giverny Capital
Quebec, Canada
US$1.66억 +US$593만 2 6.29% 증가
1019
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
US$1.65억 -US$163만 3 8.17% 축소
1020
Ballentine Partners
Ballentine Partners
Massachusetts
US$1.65억 +US$1029만 12 2.82% 증가
1021
Merit Financial Group
Merit Financial Group
Georgia
US$1.65억 -US$2084만 10 3.69% 축소
1022
Cobblestone Capital Advisors
Cobblestone Capital Advisors
New York
US$1.64억 +US$51.7만 7 9.22% 증가
1023
Granite Investment Partners
Granite Investment Partners
California
US$1.64억 -US$148만 6 7.02% 축소
1024
Frank Rimerman Advisors
Frank Rimerman Advisors
California
US$1.64억 -US$1151만 12 11.62% 축소
1025
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
US$1.63억 -US$175만 6 8.22% 축소