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 | |
|---|---|---|---|---|---|---|---|
| 826 |
Strategy Capital
Los Altos,
California
| USD 147 M | +USD 58 M | 2 | 25.64% | Aumentadas |
|
| 827 |
SFG
Sather Financial Group
Victoria,
Texas
| USD 147 M | +USD 2.19 M | 4 | 15.22% | Aumentadas |
|
| 828 |
SteelPeak Wealth
Woodland Hills,
California
| USD 147 M | +USD 17.1 M | 11 | 10.54% | Aumentadas |
|
| 829 |
General American Investors
New York
| USD 147 M | USD 0 | 3 | 14.72% | Mantenido |
|
| 830 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 146 M | -USD 6.97 M | 5 | 8.89% | Reducidas |
|
| 831 |
NFJ Investment Group
Dallas,
Texas
| USD 146 M | -USD 2.02 M | 7 | 3.5% | Reducidas |
|
| 832 |
Maple Capital Management
Montpelier,
Vermont
| USD 146 M | +USD 8.94 M | 5 | 19.24% | Aumentadas |
|
| 833 |
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| USD 145 M | -USD 402 k | 8 | 8.2% | Reducidas |
|
| 834 |
Soma Equity Partners
San Francisco,
California
| USD 145 M | +USD 19.2 M | 2 | 7.65% | Aumentadas |
|
| 835 |
ET
Equitable Trust
Nashville,
Tennessee
| USD 145 M | +USD 19.7 M | 6 | 10.77% | Aumentadas |
|
| 836 |
NZS Capital
Denver,
Colorado
| USD 144 M | -USD 5.79 M | 5 | 15.41% | Reducidas |
|
| 837 |
Renaissance Group
Covington,
Kentucky
| USD 144 M | +USD 22.9 M | 8 | 7.43% | Aumentadas |
|
| 838 |
Parker Investment Management
Menlo Park,
California
| USD 144 M | -USD 8.92 M | 4 | 33.26% | Reducidas |
|
| 839 |
CPWM LLC
Seattle,
Washington
| USD 144 M | -USD 37.2 M | 9 | 12.81% | Reducidas |
|
| 840 |
TCCM
Two Creeks Capital Management
New York
| USD 143 M | +USD 34.7 M | 2 | 9.86% | Aumentadas |
|
| 841 |
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| USD 143 M | +USD 44 M | 6 | 6.22% | Aumentadas |
|
| 842 |
NewEdge Wealth
Pittsburgh,
Pennsylvania
| USD 143 M | +USD 18.8 M | 9 | 6.5% | Aumentadas |
|
| 843 |
ARGA Investment Management
Stamford,
Connecticut
| USD 143 M | +USD 33.1 M | 1 | 7.85% | Aumentadas |
|
| 844 |
Kintegral Advisory
New York
| USD 142 M | +USD 3.21 M | 7 | 18.48% | Aumentadas |
|
| 845 |
Scout Investments
Kansas City,
Missouri
| USD 142 M | -USD 53.6 M | 3 | 2.81% | Reducidas |
|
| 846 |
SAI
Systematic Alpha Investments
Princeton,
New Jersey
| USD 142 M | +USD 1049 M | 7 | 8.04% | Aumentadas |
|
| 847 |
Anomaly Capital Management
New York
| USD 142 M | -USD 111 M | 1 | 7.16% | Reducidas |
|
| 848 |
Argent Trust Co
Nashville,
Tennessee
| USD 142 M | +USD 2.44 M | 8 | 9.74% | Aumentadas |
|
| 849 |
Buckingham Strategic Wealth
Clayton,
Missouri
| USD 142 M | +USD 1.89 M | 9 | 2.8% | Aumentadas |
|
| 850 |
GAMCO Investors
Greenwich,
Connecticut
| USD 142 M | -USD 3.1 M | 14 | 1.55% | Reducidas |
|