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 | |
|---|---|---|---|---|---|---|---|
| 701 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 251 M | -USD 1.13 M | 7 | 21.19% | Reducidas |
|
| 702 |
Badgley, Phelps & Bell
Seattle,
Washington
| USD 250 M | +USD 6.59 M | 6 | 9.29% | Aumentadas |
|
| 703 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 249 M | -USD 116 M | 2 | 1.48% | Reducidas |
|
| 704 |
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 248 M | -USD 2.06 M | 5 | 28.45% | Reducidas |
|
| 705 |
Newbrook Capital Advisors
New York
| USD 247 M | +USD 46.7 M | 3 | 16.65% | Aumentadas |
|
| 706 |
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 246 M | -USD 2.29 M | 6 | 29.44% | Reducidas |
|
| 707 |
Independent Advisor Alliance
Charlotte,
North Carolina
| USD 246 M | +USD 3.05 M | 11 | 13.49% | Aumentadas |
|
| 708 |
Spyglass Capital Management
San Francisco,
California
| USD 246 M | +USD 22.2 M | 1 | 5.47% | Aumentadas |
|
| 709 |
TownSquare Capital
Provo,
Utah
| USD 246 M | +USD 25.2 M | 12 | 7.94% | Aumentadas |
|
| 710 |
Luxor Capital Group
New York
| USD 244 M | +USD 38.3 M | 3 | 2.68% | Aumentadas |
|
| 711 |
AMI Asset Management
Los Angeles,
California
| USD 244 M | -USD 13.9 M | 3 | 12.23% | Reducidas |
|
| 712 |
Colony Group
Boston,
Massachusetts
| USD 244 M | -USD 19.1 M | 10 | 4.84% | Reducidas |
|
| 713 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| USD 243 M | +USD 4.33 M | 8 | 8.4% | Aumentadas |
|
| 714 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 243 M | -USD 3.76 M | 6 | 13.98% | Reducidas |
|
| 715 |
Brinker Capital Investments
Berwyn,
Pennsylvania
| USD 243 M | +USD 31.2 M | 16 | 3.21% | Aumentadas |
|
| 716 |
LLL
Lynrock Lake LP
Rye Brook,
New York
| USD 242 M | USD 0 | 1 | 16.68% | Mantenido |
|
| 717 |
B. Riley Wealth Advisors
Boca Raton,
Florida
| USD 242 M | -USD 1.24 M | 16 | 7.85% | Reducidas |
|
| 718 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 242 M | -USD 135 k | 11 | 4.19% | Reducidas |
|
| 719 |
WesBanco Bank
Wheeling,
West Virginia
| USD 242 M | -USD 5.72 M | 9 | 9.01% | Reducidas |
|
| 720 |
Cambiar Investors
Denver,
Colorado
| USD 242 M | -USD 2.65 M | 3 | 7.77% | Reducidas |
|
| 721 |
Klingenstein Fields & Co
New York
| USD 241 M | +USD 97.8 k | 5 | 9.97% | Aumentadas |
|
| 722 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 241 M | +USD 150 M | 5 | 2.91% | Aumentadas |
|
| 723 |
Castleark Management
Chicago,
Illinois
| USD 240 M | +USD 4.74 M | 6 | 8.07% | Aumentadas |
|
| 724 |
Lido Advisors
Los Angeles,
California
| USD 240 M | +USD 10.3 M | 11 | 3.34% | Aumentadas |
|
| 725 |
Maryland Capital Management
Towson,
Maryland
| USD 239 M | +USD 3.1 M | 8 | 14.42% | Aumentadas |
|