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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
1026
TAM
Telemark Asset Management
Massachusetts
US$1.28억 -US$2789만 4 11.31% 축소
1027
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
US$1.28억 +US$436만 6 7.46% 증가
1028
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
US$1.28억 +US$256만 6 12.29% 증가
1029
BFO
Boston Family Office
Massachusetts
US$1.28억 +US$433만 7 9.1% 증가
1030
Harbor Investment Advisory
Harbor Investment Advisory
Maryland
US$1.27억 -US$59만 18 16.86% 축소
1031
Everence Capital Management
Everence Capital Management
Indiana
US$1.27억 +US$234만 10 9.74% 증가
1032
Bridgeway Capital Management
Bridgeway Capital Management
Texas
US$1.27억 +US$93.3만 9 2.46% 증가
1033
Kings Point Capital Management
Kings Point Capital Management
New York
US$1.27억 +US$103만 10 11.04% 증가
1034
Cobblestone Capital Advisors
Cobblestone Capital Advisors
New York
US$1.27억 -US$85.6만 8 8.59% 축소
1035
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
US$1.26억 +US$608만 5 4.48% 증가
1036
Parsons Capital Management
Parsons Capital Management
Rhode Island
US$1.26억 -US$109만 9 9.55% 축소
1037
TD Private Client Wealth
TD Private Client Wealth
New York
US$1.26억 +US$752만 16 5.38% 증가
1038
Jones Financial Companies
Jones Financial Companies
Missouri
US$1.26억 +US$351만 11 0.19% 증가
1039
SRS Investment Management
SRS Investment Management
New York
US$1.26억 -US$3979만 3 1.39% 축소
1040
Gradient Investments
Gradient Investments
Minnesota
US$1.25억 -US$1207만 18 3.22% 축소
1041
Silvant Capital Management
Silvant Capital Management
Georgia
US$1.25억 -US$247만 9 23.75% 축소
1042
Thornburg Investment Management
Thornburg Investment Management
New Mexico
US$1.25억 -US$2899만 4 1.63% 축소
1043
Altshuler Shaham
Altshuler Shaham
Israel
US$1.24억 +US$1473만 11 1.08% 증가
1044
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
US$1.24억 -US$183만 11 1.01% 축소
1045
Welch Group
Welch Group
Alabama
US$1.24억 +US$126만 6 7.07% 증가
1046
Brewin Dolphin Wealth Management
Brewin Dolphin Wealth Management
Ireland
US$1.24억 +US$80.7만 13 13.86% 증가
1047
Zimmer Partners
Zimmer Partners
New York
US$1.24억 +US$7507만 5 1.77% 증가
1048
Alfreton Capital
Alfreton Capital
United Kingdom
US$1.24억 +US$6924만 2 82.19% 증가
1049
GFI Investment Counsel
GFI Investment Counsel
Ontario, Canada
US$1.24억 +US$4646만 2 16.24% 증가
1050
Compass Capital Management
Compass Capital Management
Minnesota
US$1.23억 +US$44.2만 2 8.8% 증가