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 | |
|---|---|---|---|---|---|---|---|
| 801 |
GC
Gobi Capital
San Francisco,
California
| USD 190 M | -USD 28.4 M | 1 | 14.04% | Reducidas |
|
| 802 |
MMBG Investment Advisors
Miami,
Florida
| USD 189 M | -USD 8.36 M | 6 | 23.86% | Reducidas |
|
| 803 |
Criteria Caixa
Barcelona,
Spain
| USD 189 M | -USD 2.58 M | 4 | 23.36% | Reducidas |
|
| 804 |
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 189 M | -USD 1.11 M | 9 | 14.7% | Reducidas |
|
| 805 |
Boston Financial Management
Boston,
Massachusetts
| USD 189 M | -USD 1.15 M | 6 | 7.05% | Reducidas |
|
| 806 |
Bronte Capital Management
Bondi Junction,
Australia
| USD 188 M | +USD 3.21 M | 3 | 18.97% | Aumentadas |
|
| 807 |
Cypress Funds
Los Angeles,
California
| USD 188 M | +USD 7.44 M | 2 | 25.25% | Aumentadas |
|
| 808 |
Buckingham Strategic Wealth
Clayton,
Missouri
| USD 188 M | +USD 3.33 M | 9 | 2.66% | Aumentadas |
|
| 809 |
Summitry LLC
Foster City,
California
| USD 187 M | -USD 12.4 M | 5 | 12.3% | Reducidas |
|
| 810 |
First Horizon Advisors
Memphis,
Tennessee
| USD 187 M | -USD 15.2 M | 24 | 6.77% | Reducidas |
|
| 811 |
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 186 M | +USD 24.7 M | 12 | 8.72% | Aumentadas |
|
| 812 |
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| USD 186 M | +USD 2.14 M | 6 | 6.98% | Aumentadas |
|
| 813 |
SFG
Sather Financial Group
Victoria,
Texas
| USD 186 M | -USD 6.8 M | 4 | 15.48% | Reducidas |
|
| 814 |
Group One Trading
Chicago,
Illinois
| USD 185 M | +USD 841 k | 23 | 0.62% | Aumentadas |
|
| 815 |
Ingalls & Snyder LLC
New York
| USD 185 M | -USD 2.96 M | 10 | 8.89% | Reducidas |
|
| 816 |
Armistice Capital
New York
| USD 184 M | -USD 30.2 M | 5 | 2.82% | Reducidas |
|
| 817 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 184 M | -USD 3.03 M | 7 | 9.37% | Reducidas |
|
| 818 |
Parallel Advisors
San Francisco,
California
| USD 184 M | +USD 609 k | 30 | 6.14% | Aumentadas |
|
| 819 |
Osterweis Capital Management
San Francisco,
California
| USD 184 M | -USD 9.6 M | 6 | 13.45% | Reducidas |
|
| 820 |
Daymark Wealth Partners
Cincinnati,
Ohio
| USD 183 M | +USD 74.1 M | 9 | 12.64% | Aumentadas |
|
| 821 |
Laird Norton Wetherby Wealth Management
San Francisco,
California
| USD 183 M | -USD 7.28 k | 17 | 10.39% | Reducidas |
|
| 822 |
Styrax Capital
New York
| USD 183 M | +USD 9.9 M | 2 | 21.92% | Aumentadas |
|
| 823 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 183 M | +USD 127 k | 1 | 7.11% | Aumentadas |
|
| 824 |
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 182 M | -USD 27.2 M | 22 | 7.29% | Reducidas |
|
| 825 |
IP
Interval Partners
New York
| USD 182 M | +USD 58 M | 6 | 5.48% | Aumentadas |
|