← 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
2001
Avalon Global Asset Management
Avalon Global Asset Management
California
US$1698만 -US$92.5만 3 8.02% 축소
2002
OIA
Optimum Investment Advisors
Illinois
US$1697만 +US$58.4만 11 5.5% 증가
2003
Premier Fund Managers
Premier Fund Managers
United Kingdom
US$1696만 +US$984만 3 7.76% 증가
2004
Bandera Partners
Bandera Partners
New York
US$1695만 -US$243만 2 10.06% 축소
2005
Sturgeon Ventures
Sturgeon Ventures
United Kingdom
US$1688만 +US$1081만 2 16.96% 증가
2006
QV Investors
QV Investors
Alberta, Canada
US$1688만 -US$114만 2 0.54% 축소
2007
Muhlenkamp & Co
Muhlenkamp & Co
Pennsylvania
US$1684만 -US$9.31만 1 8.19% 축소
2008
Avantax Planning Partners
Avantax Planning Partners
Iowa
US$1682만 +US$82.9만 6 1.09% 증가
2009
Vontobel Swiss Wealth Advisors
Vontobel Swiss Wealth Advisors
Switzerland
US$1681만 +US$1081만 5 9.02% 증가
2010
Westbourne Investment Advisors
Westbourne Investment Advisors
Maryland
US$1681만 -US$60.3만 5 13.63% 축소
2011
Camden National Bank
Camden National Bank
Maine
US$1681만 -US$85.4만 4 3.87% 축소
2012
UBS O'Connor
UBS O'Connor
Illinois
US$1681만 -US$3891만 4 0.33% 축소
2013
WoodTrust Financial
WoodTrust Financial
Wisconsin
US$1680만 +US$134만 4 7.56% 증가
2014
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
US$1679만 -US$103만 10 8.59% 축소
2015
Cadence Bank
Cadence Bank
Mississippi
US$1677만 +US$139만 5 1.62% 증가
2016
Whitebox Advisors
Whitebox Advisors
Minnesota
US$1676만 +US$1707만 1 0.59% 신규
2017
Executive Wealth Management
Executive Wealth Management
Michigan
US$1674만 +US$57.7만 12 2.37% 증가
2018
New England Asset Management
New England Asset Management
Connecticut
US$1666만 -US$37.7만 5 0.33% 축소
2019
Brightworth
Brightworth
Georgia
US$1665만 -US$4.9천 5 3.52% 축소
2020
Fort Sheridan Advisors
Fort Sheridan Advisors
Illinois
US$1662만 +US$51.9만 7 9.62% 증가
2021
South Street Advisors
South Street Advisors
New York
US$1659만 -US$9.36천 4 4.94% 축소
2022
Hilltop Holdings
Hilltop Holdings
Texas
US$1658만 -US$8.53만 7 3.51% 축소
2023
Montgomery Investment Management
Montgomery Investment Management
Maryland
US$1658만 -US$37.8만 4 7.25% 축소
2024
Valley National Advisers
Valley National Advisers
Pennsylvania
US$1657만 +US$48.6만 12 4.56% 증가
2025
Precept Management
Precept Management
Texas
US$1657만 US$0 2 5.19% 유지됨