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 |
Aviso Financial
Toronto,
Ontario, Canada
| USD 303 M | +USD 42.1 M | 9 | 11.52% | Aumentadas |
|
| 902 |
Annex Advisory Services
Brookfield,
Wisconsin
| USD 302 M | +USD 39.4 M | 7 | 5.77% | Aumentadas |
|
| 903 |
Private Wealth Partners
Mill Valley,
California
| USD 302 M | -USD 12.4 M | 7 | 21.4% | Reducidas |
|
| 904 |
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 301 M | -USD 2.72 M | 5 | 17.18% | Reducidas |
|
| 905 |
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 300 M | -USD 12.7 M | 27 | 9.12% | Reducidas |
|
| 906 |
Venture Visionary Partners
Sylvania,
Ohio
| USD 300 M | +USD 9.9 M | 10 | 9.77% | Aumentadas |
|
| 907 |
Principal Securities
Des Moines,
Iowa
| USD 300 M | +USD 7.51 M | 16 | 4.62% | Aumentadas |
|
| 908 |
Moore Capital Management
New York
| USD 298 M | -USD 50.1 M | 9 | 4.29% | Reducidas |
|
| 909 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 297 M | +USD 128 M | 6 | 8.81% | Aumentadas |
|
| 910 |
SignatureFD
Atlanta,
Georgia
| USD 296 M | +USD 1.07 M | 28 | 4.52% | Aumentadas |
|
| 911 |
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 296 M | +USD 4.11 M | 6 | 14.64% | Aumentadas |
|
| 912 |
BCV Asset Management
Winnipeg,
| USD 294 M | +USD 244 M | 3 | 7.45% | Nuevas |
|
| 913 |
Aureus Asset Management
Boston,
Massachusetts
| USD 294 M | -USD 16.7 M | 7 | 18.75% | Reducidas |
|
| 914 |
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 294 M | -USD 6.26 M | 7 | 15.6% | Reducidas |
|
| 915 |
Laurion Capital Management
New York
| USD 294 M | +USD 252 M | 5 | 10.95% | Aumentadas |
|
| 916 |
Armistice Capital
New York
| USD 293 M | +USD 27.8 M | 6 | 3.49% | Aumentadas |
|
| 917 |
Causeway Capital Management
Los Angeles,
California
| USD 293 M | -USD 127 M | 3 | 4.03% | Reducidas |
|
| 918 |
Turiya Advisors Asia
Hong Kong
| USD 293 M | +USD 83.5 M | 2 | 44.84% | Aumentadas |
|
| 919 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 293 M | +USD 25.4 M | 3 | 11.34% | Aumentadas |
|
| 920 |
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| USD 292 M | -USD 14 M | 13 | 20.1% | Reducidas |
|
| 921 |
Cary Street Partners
Richmond,
Virginia
| USD 292 M | +USD 10.5 M | 10 | 7.23% | Aumentadas |
|
| 922 |
LLL
Lynrock Lake LP
Rye Brook,
New York
| USD 291 M | -USD 4.6 M | 2 | 19.21% | Reducidas |
|
| 923 |
HUB Investment Partners
Austin,
Texas
| USD 291 M | +USD 104 M | 17 | 7.54% | Aumentadas |
|
| 924 |
DFO
Duquesne Family Office
New York
| USD 291 M | +USD 92.8 M | 2 | 6.47% | Aumentadas |
|
| 925 |
Scharf Investments
Los Gatos,
California
| USD 291 M | -USD 58.7 M | 4 | 7.81% | Reducidas |
|