← 모든 테마

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
1251
Jacobs & Co
Jacobs & Co
California
US$8803만 -US$191만 6 10.97% 축소
1252
FCP
Fosse Capital Partners
United Kingdom
US$8787만 US$0 1 38.16% 유지됨
1253
First American Trust
First American Trust
California
US$8784만 +US$32.7만 5 12.43% 증가
1254
PEAK6 Investments
PEAK6 Investments
Illinois
US$8774만 +US$4567만 13 0.4% 증가
1255
LCM
Lionstone Capital Management
New York
US$8768만 US$0 2 27.35% 유지됨
1256
Te Ahumairangi Investment Management
Te Ahumairangi Investment Management
New Zealand
US$8762만 -US$1489만 6 14.24% 축소
1257
BPIH
Broad Peak Investment Holdings
Singapore
US$8757만 US$0 1 10.74% 유지됨
1258
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
US$8745만 +US$806만 9 4.13% 증가
1259
Leonteq Securities AG
Leonteq Securities AG
Switzerland
US$8744만 -US$1775만 24 4.84% 축소
1260
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
US$8743만 +US$566만 8 2.82% 증가
1261
Water Island Capital
Water Island Capital
New York
US$8694만 -US$644만 2 7.77% 축소
1262
Clare Market Investments
Clare Market Investments
Texas
US$8673만 -US$254만 8 33.99% 축소
1263
Grassi Investment Management
Grassi Investment Management
California
US$8672만 +US$665만 8 9.97% 증가
1264
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
US$8670만 -US$132만 3 11.66% 축소
1265
Scout Investments
Scout Investments
Missouri
US$8641만 -US$3414만 3 1.98% 축소
1266
Transform Wealth
Transform Wealth
Colorado
US$8632만 -US$644만 5 9.1% 축소
1267
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
US$8632만 +US$56.7만 7 7.28% 증가
1268
Desjardins Global Asset Management
Desjardins Global Asset Management
Quebec, Canada
US$8620만 -US$717만 15 9.38% 축소
1269
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
US$8611만 -US$1758만 1 4.24% 축소
1270
Ensemble Capital Management
Ensemble Capital Management
California
US$8606만 -US$1286만 1 8.89% 축소
1271
Matrix Asset Advisors
Matrix Asset Advisors
New York
US$8591만 -US$76.4만 4 12.24% 축소
1272
Fund Management at Engine No 1
Fund Management at Engine No 1
California
US$8583만 +US$1364만 13 13.14% 증가
1273
Manitou Investment Management
Manitou Investment Management
Ontario, Canada
US$8576만 -US$10만 4 20.38% 축소
1274
FRG Family Wealth Advisors
FRG Family Wealth Advisors
Washington
US$8574만 -US$76.8만 5 19.37% 축소
1275
Procyon Advisors
Procyon Advisors
Connecticut
US$8551만 +US$3067만 8 8.76% 증가