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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
1276
Ninety One North America
Ninety One North America
New York
US$1.09억 -US$1010만 2 7.31% 축소
1277
Callan Family Office
Callan Family Office
Pennsylvania
US$1.08억 -US$4898만 9 8.13% 축소
1278
German American Bancorp
German American Bancorp
Indiana
US$1.08억 -US$16만 4 11.64% 축소
1279
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
US$1.08억 -US$308만 5 11.33% 축소
1280
CC
Cornerstone Capital
California
US$1.08억 -US$2250만 3 11.59% 축소
1281
Palisade Asset Management
Palisade Asset Management
Minnesota
US$1.07억 -US$208만 6 11.03% 축소
1282
Churchill Management
Churchill Management
California
US$1.07억 -US$1266만 6 1.36% 축소
1283
Jacobs & Co
Jacobs & Co
California
US$1.07억 -US$287만 6 11.43% 축소
1284
UG Investment Advisers
UG Investment Advisers
Taiwan
US$1.07억 US$0 2 29.35% 유지됨
1285
ValueAct Holdings
ValueAct Holdings
California
US$1.07억 +US$569만 1 2.34% 증가
1286
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
US$1.07억 -US$327만 9 13.74% 축소
1287
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
US$1.07억 +US$392만 12 3.56% 증가
1288
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
US$1.07억 +US$495만 10 4.98% 증가
1289
Tweedy, Browne Co
Tweedy, Browne Co
Connecticut
US$1.07억 -US$1165만 3 9.48% 축소
1290
Coronation Fund Managers
Coronation Fund Managers
South Africa
US$1.07억 +US$1529만 3 5.8% 증가
1291
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
US$1.07억 -US$566만 9 3.67% 축소
1292
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
US$1.06억 +US$116만 6 10.01% 증가
1293
Weatherly Asset Management
Weatherly Asset Management
California
US$1.06억 -US$80.9만 6 9.53% 축소
1294
Ulysses Management
Ulysses Management
New York
US$1.06억 -US$918만 3 15.29% 축소
1295
TM
Tikvah Management
North Carolina
US$1.06억 -US$135만 3 36.17% 축소
1296
FJ Investments
FJ Investments
Utah
US$1.06억 +US$11.2만 2 9.52% 증가
1297
Bell Asset Management
Bell Asset Management
Australia
US$1.06억 +US$907만 4 19.47% 증가
1298
TD Private Client Wealth
TD Private Client Wealth
New York
US$1.05억 +US$460만 16 2.91% 증가
1299
Rollins Financial Advisors
Rollins Financial Advisors
New York
US$1.05억 -US$284만 4 18.35% 축소
1300
Soma Equity Partners
Soma Equity Partners
California
US$1.05억 -US$6858만 1 6.15% 축소