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 | |
|---|---|---|---|---|---|---|---|
| 776 |
Central Trust Company
Jefferson City,
Missouri
| USD 251 M | -USD 5.81 M | 18 | 5.89% | Reducidas |
|
| 777 |
Brookfield Corp
Toronto,
Ontario, Canada
| USD 251 M | -USD 30 M | 1 | 1.42% | Reducidas |
|
| 778 |
SFG
Sather Financial Group
Victoria,
Texas
| USD 251 M | -USD 1.79 M | 4 | 16.12% | Reducidas |
|
| 779 |
Obermeyer Wealth Partners
Aspen,
Colorado
| USD 249 M | -USD 6.42 M | 6 | 13.31% | Reducidas |
|
| 780 |
Private Wealth Partners
Mill Valley,
California
| USD 248 M | -USD 51.6 M | 7 | 19.78% | Reducidas |
|
| 781 |
Wedbush Securities
Los Angeles,
California
| USD 248 M | -USD 20.9 M | 10 | 9.19% | Reducidas |
|
| 782 |
UBS O'Connor
Chicago,
Illinois
| USD 247 M | +USD 68.2 M | 6 | 6.1% | Aumentadas |
|
| 783 |
Capital International
Los Angeles,
California
| USD 247 M | -USD 3.83 M | 5 | 10.65% | Reducidas |
|
| 784 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 247 M | -USD 109 M | 1 | 2.16% | Reducidas |
|
| 785 |
Trust Company of Vermont
Brattleboro,
Vermont
| USD 246 M | +USD 4.63 M | 15 | 12.35% | Aumentadas |
|
| 786 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| USD 246 M | -USD 5.26 M | 7 | 6.46% | Reducidas |
|
| 787 |
Maple Capital Management
Montpelier,
Vermont
| USD 246 M | +USD 7.75 M | 6 | 18.74% | Aumentadas |
|
| 788 |
Select Equity Group
New York
| USD 246 M | -USD 41.5 M | 3 | 0.88% | Reducidas |
|
| 789 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 245 M | -USD 2.62 M | 8 | 10.12% | Reducidas |
|
| 790 |
Snowden Capital Advisors
New York
| USD 245 M | -USD 15.5 M | 15 | 7.31% | Reducidas |
|
| 791 |
Summitry LLC
Foster City,
California
| USD 245 M | +USD 11.7 M | 6 | 11.72% | Aumentadas |
|
| 792 |
Caprock Group
Boise,
Idaho
| USD 245 M | +USD 55.5 M | 12 | 8.93% | Aumentadas |
|
| 793 |
Baupost Group
Boston,
Massachusetts
| USD 245 M | +USD 67 M | 1 | 6.97% | Aumentadas |
|
| 794 |
Apollon Wealth Management
Mount Pleasant,
South Carolina
| USD 245 M | +USD 7.06 M | 12 | 6.93% | Aumentadas |
|
| 795 |
LMCG Investments
Boston,
Massachusetts
| USD 245 M | -USD 6.15 M | 7 | 14.7% | Reducidas |
|
| 796 |
Osterweis Capital Management
San Francisco,
California
| USD 244 M | -USD 10.2 M | 6 | 12.38% | Reducidas |
|
| 797 |
OHIF
Oriental Harbor Investment Fund
Hong Kong
| USD 244 M | +USD 236 M | 3 | 25.22% | Nuevas |
|
| 798 |
Calamos Wealth Management
Naperville,
Illinois
| USD 244 M | +USD 19.3 M | 8 | 12.51% | Aumentadas |
|
| 799 |
Avala Global
New York
| USD 243 M | +USD 38.4 M | 3 | 16.03% | Aumentadas |
|
| 800 |
Vestor Capital
Chicago,
Illinois
| USD 243 M | -USD 10.8 M | 6 | 19.13% | Reducidas |
|