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 | |
|---|---|---|---|---|---|---|---|
| 901 |
CSNH
Crow's Nest Holdings
Richmond,
Virginia
| USD 154 M | -USD 6.37 M | 2 | 36.39% | Reducidas |
|
| 902 |
Graham Holdings Company
Arlington,
Virginia
| USD 153 M | -USD 31.7 M | 1 | 23.55% | Reducidas |
|
| 903 |
Ironvine Capital Partners
Omaha,
Nebraska
| USD 152 M | +USD 2.02 M | 3 | 18.51% | Aumentadas |
|
| 904 |
Valeo Financial Advisors
Carmel,
Indiana
| USD 152 M | -USD 8.32 M | 10 | 6.94% | Reducidas |
|
| 905 |
Lincoln National Corp
Radnor,
Pennsylvania
| USD 151 M | +USD 3.32 M | 8 | 2.99% | Aumentadas |
|
| 906 |
Destination Wealth Management
Walnut Creek,
California
| USD 151 M | -USD 4.95 M | 6 | 5.64% | Reducidas |
|
| 907 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 151 M | -USD 5.78 M | 5 | 8.68% | Reducidas |
|
| 908 |
Select Equity Group
New York
| USD 150 M | -USD 10.7 M | 2 | 0.56% | Reducidas |
|
| 909 |
TP
TenCore Partners
New York
| USD 150 M | -USD 68.3 M | 3 | 36.87% | Reducidas |
|
| 910 |
Apollon Wealth Management
Mount Pleasant,
South Carolina
| USD 150 M | +USD 34.9 M | 10 | 7.23% | Aumentadas |
|
| 911 |
Nishkama Capital LLC
Dorado,
Puerto Rico
| USD 150 M | +USD 96.5 M | 4 | 20.06% | Aumentadas |
|
| 912 |
Makena Capital Management
Menlo Park,
California
| USD 150 M | -USD 35.2 M | 4 | 28.59% | Reducidas |
|
| 913 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 150 M | -USD 25.8 M | 6 | 1.25% | Reducidas |
|
| 914 |
Joel Isaacson & Co
New York
| USD 149 M | +USD 3.54 M | 9 | 9.99% | Aumentadas |
|
| 915 |
North Star Asset Management
Neenah,
Wisconsin
| USD 149 M | -USD 682 k | 8 | 8.23% | Reducidas |
|
| 916 |
Baker Avenue Asset Management
San Francisco,
California
| USD 149 M | -USD 5 M | 19 | 7.49% | Reducidas |
|
| 917 |
CloudAlpha Capital Management
Hong Kong
| USD 149 M | -USD 18.2 M | 6 | 12.59% | Reducidas |
|
| 918 |
HAM
Honeycomb Asset Management
New York
| USD 149 M | +USD 91.7 M | 4 | 23.03% | Aumentadas |
|
| 919 |
Natixis Investment Managers International
Paris,
France
| USD 148 M | -USD 7.44 M | 6 | 10.93% | Reducidas |
|
| 920 |
AIA Group
Hong Kong
| USD 148 M | +USD 9.8 M | 9 | 7.14% | Aumentadas |
|
| 921 |
Thomasville National Bank
Thomasville,
Georgia
| USD 147 M | +USD 2.01 M | 5 | 14.08% | Aumentadas |
|
| 922 |
Savant Capital
Rockford,
Illinois
| USD 147 M | +USD 26.6 M | 10 | 2.3% | Aumentadas |
|
| 923 |
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
| USD 147 M | -USD 3.13 M | 3 | 1.73% | Reducidas |
|
| 924 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
| USD 147 M | +USD 13 M | 1 | 7.71% | Aumentadas |
|
| 925 |
Windward Capital Management
Los Angeles,
California
| USD 147 M | -USD 536 k | 5 | 13.24% | Reducidas |
|