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 | |
|---|---|---|---|---|---|---|---|
| 651 |
Stephens Inc
Little Rock,
Arkansas
| USD 285 M | -USD 172 k | 10 | 4.64% | Reducidas |
|
| 652 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 282 M | USD 0 | 4 | 26.65% | Mantenido |
|
| 653 |
Spire Wealth Management
Mclean,
Virginia
| USD 281 M | -USD 36.5 M | 23 | 7.53% | Reducidas |
|
| 654 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 281 M | +USD 5.5 M | 9 | 11.23% | Aumentadas |
|
| 655 |
Independent Advisor Alliance
Charlotte,
North Carolina
| USD 281 M | +USD 20.4 M | 13 | 13.5% | Aumentadas |
|
| 656 |
Graham Holdings Company
Arlington,
Virginia
| USD 280 M | -USD 2.72 M | 1 | 35.23% | Reducidas |
|
| 657 |
Anomaly Capital Management
New York
| USD 280 M | +USD 140 M | 2 | 12.23% | Aumentadas |
|
| 658 |
Capital Wealth Planning
Naples,
Florida
| USD 280 M | +USD 31.6 M | 5 | 5.66% | Aumentadas |
|
| 659 |
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 280 M | +USD 38.1 M | 4 | 31.85% | Aumentadas |
|
| 660 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| USD 279 M | +USD 34.8 M | 8 | 3.12% | Aumentadas |
|
| 661 |
SeaTown Holdings
Singapore
| USD 277 M | -USD 74.6 M | 4 | 20.54% | Reducidas |
|
| 662 |
Brookfield Corp
Toronto,
Ontario, Canada
| USD 277 M | +USD 11.6 M | 6 | 1.03% | Aumentadas |
|
| 663 |
Genesis Investment Management
London,
United Kingdom
| USD 276 M | +USD 11.5 M | 2 | 16.24% | Aumentadas |
|
| 664 |
Hancock Whitney
Gulfport,
Mississippi
| USD 276 M | +USD 13.2 M | 7 | 9.4% | Aumentadas |
|
| 665 |
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| USD 276 M | -USD 48.7 M | 4 | 47.88% | Reducidas |
|
| 666 |
Cooperman Leon G
| USD 275 M | USD 0 | 3 | 14.49% | Mantenido |
|
| 667 |
Badgley Phelps Wealth Managers
Seattle,
Washington
| USD 275 M | -USD 1.27 M | 5 | 9.57% | Reducidas |
|
| 668 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| USD 274 M | +USD 2.96 M | 7 | 8.74% | Aumentadas |
|
| 669 |
Credit Agricole
Montrouge Cedex,
France
| USD 273 M | +USD 50.6 M | 18 | 4.79% | Aumentadas |
|
| 670 |
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 273 M | -USD 1.38 M | 5 | 28.79% | Reducidas |
|
| 671 |
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 272 M | +USD 11.7 M | 5 | 16.25% | Aumentadas |
|
| 672 |
TenCore Partners
New York
| USD 272 M | +USD 23.4 M | 4 | 45.15% | Aumentadas |
|
| 673 |
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| USD 271 M | +USD 11.5 M | 7 | 8.57% | Aumentadas |
|
| 674 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 269 M | -USD 5.66 M | 6 | 21.3% | Reducidas |
|
| 675 |
Freestone Capital Holdings
Seattle,
Washington
| USD 267 M | +USD 22.6 M | 14 | 10.74% | Aumentadas |
|