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 | |
|---|---|---|---|---|---|---|---|
| 1001 |
PFU
Parus Finance (UK)
London,
United Kingdom
| USD 70 M | -USD 39.1 M | 4 | 32.03% | Reducidas |
|
| 1002 |
Janney Capital Management
Pittsburgh,
Pennsylvania
| USD 69.8 M | -USD 7.04 M | 7 | 3.79% | Reducidas |
|
| 1003 |
FAB
First American Bank
Dundee,
Illinois
| USD 69.8 M | -USD 94.4 k | 6 | 4.79% | Reducidas |
|
| 1004 |
Laird Norton Wetherby Wealth Management
San Francisco,
California
| USD 69.8 M | +USD 3.7 M | 12 | 7.64% | Aumentadas |
|
| 1005 |
Stack Financial Management
Whitefish,
Montana
| USD 69.3 M | -USD 1.83 M | 2 | 7.78% | Reducidas |
|
| 1006 |
Roffman Miller Associates
Philadelphia,
Pennsylvania
| USD 69.2 M | -USD 1.18 M | 4 | 7.43% | Reducidas |
|
| 1007 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
| USD 69 M | +USD 2.44 M | 2 | 11.79% | Aumentadas |
|
| 1008 |
Portolan Capital Management
Boston,
Massachusetts
| USD 69 M | -USD 41.3 M | 4 | 7.42% | Reducidas |
|
| 1009 |
Alerus Financial
Grand Forks,
North Dakota
| USD 68.5 M | +USD 13.1 M | 5 | 9.25% | Aumentadas |
|
| 1010 |
GCM
Glynn Capital Management
Menlo Park,
California
| USD 68.4 M | +USD 862 k | 5 | 11.68% | Aumentadas |
|
| 1011 |
Ledyard National Bank
| USD 68.3 M | -USD 5.09 M | 6 | 9.14% | Reducidas |
|
| 1012 |
FTIM
Flowering Tree Investment Management
Singapore
| USD 67.9 M | +USD 2.65 M | 1 | 37.17% | Aumentadas |
|
| 1013 |
Kintegral Advisory
New York
| USD 67.8 M | USD 0 | 6 | 13.74% | Mantenido |
|
| 1014 |
Greenleaf Trust
Kalamazoo,
Michigan
| USD 67.4 M | +USD 1.43 M | 10 | 1.07% | Aumentadas |
|
| 1015 |
Darrell & King
Charlottesville,
Virginia
| USD 67.1 M | -USD 4.47 M | 5 | 13.24% | Reducidas |
|
| 1016 |
Think Investments
San Francisco,
California
| USD 67 M | -USD 18.6 M | 2 | 22.47% | Reducidas |
|
| 1017 |
Parsons Capital Management
Providence,
Rhode Island
| USD 66.9 M | -USD 2.32 M | 8 | 7.3% | Reducidas |
|
| 1018 |
AAM
AO Asset Management
New York
| USD 66.8 M | -USD 28.9 M | 3 | 6.9% | Reducidas |
|
| 1019 |
BPI
Battery Partners IX
Boston,
Massachusetts
| USD 66.7 M | +USD 22.4 M | 2 | 17.52% | Aumentadas |
|
| 1020 |
SBCM
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| USD 66.4 M | -USD 5.17 M | 3 | 6.94% | Reducidas |
|
| 1021 |
Cetera Advisors
Denver,
Colorado
| USD 66.3 M | +USD 3.68 M | 11 | 2.95% | Aumentadas |
|
| 1022 |
Wedbush Securities
Los Angeles,
California
| USD 66.2 M | +USD 2.19 M | 11 | 6.65% | Aumentadas |
|
| 1023 |
Thomasville National Bank
Thomasville,
Georgia
| USD 66 M | +USD 901 k | 6 | 11.43% | Aumentadas |
|
| 1024 |
Clarkston Capital Partners
Rochester,
Michigan
| USD 65.9 M | -USD 16.2 M | 6 | 2.25% | Reducidas |
|
| 1025 |
FTCM
Fir Tree Capital Management
New York
| USD 65.8 M | -USD 64.5 M | 1 | 6.58% | Reducidas |
|