Computación en la nube
La computación en la nube ofrece servidores, almacenamiento y software en alquiler, en lugar de vender hardware para que el cliente lo opere en sus propias instalaciones. Transformó el gasto en tecnología de un proyecto de inversión de capital en una factura mensual, y las plataformas que la alojan se han convertido en infraestructura crítica por derecho propio.
64 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 626 |
RegentAtlantic Capital
Morristown,
New Jersey
| USD 231 M | -USD 7 M | 10 | 7.61% | Reducidas |
|
| 627 |
Cresset Asset Management
Chicago,
Illinois
| USD 230 M | +USD 8.46 M | 17 | 2.83% | Aumentadas |
|
| 628 |
Atria Investments
Charlotte,
North Carolina
| USD 230 M | -USD 2.87 M | 8 | 4.82% | Reducidas |
|
| 629 |
Avalon Investment & Advisory
Houston,
Texas
| USD 229 M | -USD 15.8 M | 9 | 6.46% | Reducidas |
|
| 630 |
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| USD 229 M | +USD 18.6 M | 8 | 8.15% | Aumentadas |
|
| 631 |
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 229 M | +USD 9.9 M | 4 | 33.97% | Aumentadas |
|
| 632 |
Martingale Asset Management
Boston,
Massachusetts
| USD 228 M | -USD 81.8 M | 11 | 4.15% | Reducidas |
|
| 633 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 228 M | -USD 9.41 M | 6 | 6.86% | Reducidas |
|
| 634 |
Bailard
Foster City,
California
| USD 227 M | -USD 2.16 M | 10 | 8.94% | Reducidas |
|
| 635 |
Laird Norton Wetherby Trust Company
Seattle,
Washington
| USD 227 M | -USD 75.2 M | 7 | 28.69% | Reducidas |
|
| 636 |
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 227 M | +USD 577 k | 5 | 28.58% | Aumentadas |
|
| 637 |
Great Lakes Advisors
Chicago,
Illinois
| USD 226 M | -USD 19 M | 10 | 4.47% | Reducidas |
|
| 638 |
Northeast Investment Management
Boston,
Massachusetts
| USD 225 M | +USD 879 k | 7 | 14.38% | Aumentadas |
|
| 639 |
GC
Gobi Capital
San Francisco,
California
| USD 225 M | +USD 945 k | 1 | 18.69% | Aumentadas |
|
| 640 |
James Hambro & Partners
London,
United Kingdom
| USD 225 M | +USD 16.8 M | 5 | 18.74% | Aumentadas |
|
| 641 |
Capstone Investment Advisors
New York
| USD 224 M | +USD 42.9 M | 13 | 1.09% | Aumentadas |
|
| 642 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 224 M | +USD 2.43 M | 8 | 10.51% | Aumentadas |
|
| 643 |
OC
Oakmont Corp
Los Angeles,
California
| USD 224 M | -USD 1.34 M | 4 | 30.92% | Reducidas |
|
| 644 |
TFP
Triple Frond Partners
San Francisco,
California
| USD 224 M | +USD 26.5 M | 3 | 34.21% | Aumentadas |
|
| 645 |
CK
Cohen Klingenstein
New York
| USD 223 M | +USD 2.36 k | 9 | 11.17% | Aumentadas |
|
| 646 |
Lyrical Asset Management
New York
| USD 222 M | +USD 70.7 M | 1 | 3.86% | Aumentadas |
|
| 647 |
Glenview Trust
Louisville,
Kentucky
| USD 221 M | +USD 11.1 M | 7 | 8.11% | Aumentadas |
|
| 648 |
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| USD 221 M | +USD 61.2 M | 10 | 17.01% | Aumentadas |
|
| 649 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| USD 221 M | +USD 6.5 M | 7 | 8.09% | Aumentadas |
|
| 650 |
Osterweis Capital Management
San Francisco,
California
| USD 220 M | +USD 25.8 M | 5 | 16.52% | Aumentadas |
|