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 | |
|---|---|---|---|---|---|---|---|
| 926 |
Elite Wealth Management
Kirkland,
Washington
| USD 191 M | +USD 7.15 M | 5 | 24.79% | Aumentadas |
|
| 927 |
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| USD 190 M | -USD 51.2 M | 4 | 21.73% | Reducidas |
|
| 928 |
Dock Street Asset Management
Palm Beach,
Florida
| USD 190 M | +USD 31.1 M | 5 | 22.44% | Aumentadas |
|
| 929 |
Savant Capital
Rockford,
Illinois
| USD 190 M | -USD 65.2 M | 12 | 1.61% | Reducidas |
|
| 930 |
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 189 M | -USD 4.63 M | 6 | 10.98% | Reducidas |
|
| 931 |
Cary Street Partners
Richmond,
Virginia
| USD 189 M | +USD 5.17 M | 11 | 5.99% | Aumentadas |
|
| 932 |
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 188 M | +USD 3.55 M | 6 | 12.35% | Aumentadas |
|
| 933 |
Great Valley Advisor Group
Wilmington,
Delaware
| USD 188 M | -USD 7.85 M | 10 | 4.05% | Reducidas |
|
| 934 |
Main Street Research
Lakeville,
Connecticut
| USD 188 M | +USD 5 M | 6 | 12.29% | Aumentadas |
|
| 935 |
Bristlecone Advisors
Bellevue,
Washington
| USD 188 M | -USD 1.9 M | 6 | 15.35% | Reducidas |
|
| 936 |
Fernbridge Capital Management
Los Angeles,
California
| USD 188 M | -USD 43.5 M | 2 | 10.42% | Reducidas |
|
| 937 |
Homestead Advisers
Arlington,
Virginia
| USD 188 M | -USD 11.4 M | 3 | 4.6% | Reducidas |
|
| 938 |
MA
Mutual Advisors
Omaha,
Nebraska
| USD 187 M | +USD 4.78 M | 13 | 5.36% | Aumentadas |
|
| 939 |
YCG LLC
Austin,
Texas
| USD 187 M | -USD 6.44 M | 3 | 14.66% | Reducidas |
|
| 940 |
Suvretta Capital Management
New York
| USD 187 M | +USD 49.2 M | 4 | 6.93% | Aumentadas |
|
| 941 |
Parallax Volatility Advisers
San Francisco,
California
| USD 186 M | +USD 60.4 M | 14 | 0.51% | Aumentadas |
|
| 942 |
Weitz Investment Management
Omaha,
Nebraska
| USD 186 M | +USD 11.2 M | 4 | 9.89% | Aumentadas |
|
| 943 |
Davidson Kempner Capital Management
New York
| USD 186 M | -USD 206 M | 7 | 2.56% | Reducidas |
|
| 944 |
Maj Invest Holding A/S
Copenhagen K,
Denmark
| USD 186 M | -USD 12.6 M | 1 | 6.71% | Reducidas |
|
| 945 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
| USD 185 M | +USD 138 M | 3 | 27.35% | Aumentadas |
|
| 946 |
Todd Asset Management
Louisville,
Kentucky
| USD 185 M | -USD 7.32 M | 6 | 4.36% | Reducidas |
|
| 947 |
Himension Capital (Singapore)
Singapore
| USD 185 M | +USD 47.6 M | 4 | 15.81% | Aumentadas |
|
| 948 |
Ironvine Capital Partners
Omaha,
Nebraska
| USD 185 M | -USD 6.55 M | 4 | 20.11% | Reducidas |
|
| 949 |
Annex Advisory Services
Brookfield,
Wisconsin
| USD 185 M | +USD 64.6 M | 7 | 5.25% | Aumentadas |
|
| 950 |
General American Investors
New York
| USD 184 M | -USD 1.83 M | 3 | 13.43% | Reducidas |
|