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 |
Jasper Ridge Partners
Menlo Park,
California
| USD 118 M | +USD 4.11 M | 9 | 5.45% | Aumentadas |
|
| 1002 |
Joel Isaacson & Co
New York
| USD 118 M | +USD 829 k | 10 | 10.38% | Aumentadas |
|
| 1003 |
Rheos Capital Works
Tokyo,
Japan
| USD 118 M | +USD 9.47 M | 4 | 7.81% | Aumentadas |
|
| 1004 |
Searchlight Capital Partners
New York
| USD 118 M | -USD 152 M | 1 | 25.82% | Reducidas |
|
| 1005 |
Front Barnett Associates
Chicago,
Illinois
| USD 118 M | -USD 49.2 k | 4 | 13.07% | Reducidas |
|
| 1006 |
North Star Asset Management
Neenah,
Wisconsin
| USD 117 M | +USD 1.46 M | 9 | 7.01% | Aumentadas |
|
| 1007 |
Wealthspire Advisors (New York)
New York
| USD 117 M | +USD 29.9 M | 12 | 2.77% | Aumentadas |
|
| 1008 |
EGVF
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| USD 117 M | USD 0 | 3 | 89.6% | Mantenido |
|
| 1009 |
Tidal Investments
Milwaukee,
Wisconsin
| USD 116 M | +USD 50.5 M | 12 | 5.45% | Aumentadas |
|
| 1010 |
First American Bank
Dundee,
Illinois
| USD 116 M | +USD 4.78 M | 6 | 7.29% | Aumentadas |
|
| 1011 |
Waratah Capital Advisors
Toronto,
Ontario, Canada
| USD 116 M | +USD 54 M | 5 | 2.62% | Aumentadas |
|
| 1012 |
Bristlecone Advisors
Bellevue,
Washington
| USD 115 M | -USD 1.18 M | 5 | 17.39% | Reducidas |
|
| 1013 |
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 115 M | +USD 8.16 M | 5 | 10.33% | Aumentadas |
|
| 1014 |
Kings Point Capital Management
Great Neck,
New York
| USD 115 M | +USD 1.78 M | 10 | 11.32% | Aumentadas |
|
| 1015 |
Capital Investment Advisors
Atlanta,
Georgia
| USD 115 M | +USD 1.19 M | 7 | 4.33% | Aumentadas |
|
| 1016 |
Dowling & Yahnke
San Diego,
California
| USD 115 M | +USD 920 k | 8 | 7.84% | Aumentadas |
|
| 1017 |
Central Securities
New York
| USD 115 M | +USD 982 k | 4 | 13.07% | Aumentadas |
|
| 1018 |
Traynor Capital Management
Malvern,
Pennsylvania
| USD 114 M | +USD 1.75 M | 5 | 18.89% | Aumentadas |
|
| 1019 |
Bronte Capital Management
Bondi Junction,
Australia
| USD 114 M | +USD 56 M | 2 | 12.99% | Aumentadas |
|
| 1020 |
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 114 M | -USD 17.7 M | 8 | 11.4% | Reducidas |
|
| 1021 |
SteelPeak Wealth
Woodland Hills,
California
| USD 114 M | +USD 14 M | 14 | 8.96% | Aumentadas |
|
| 1022 |
Bank of the West
Monterey Park,
California
| USD 113 M | +USD 781 k | 8 | 12.77% | Aumentadas |
|
| 1023 |
Ancora Advisors
Cleveland,
Ohio
| USD 113 M | -USD 4.79 M | 14 | 3.13% | Reducidas |
|
| 1024 |
Growth Interface Management
Orlando,
Florida
| USD 113 M | +USD 86.5 M | 2 | 14.65% | Aumentadas |
|
| 1025 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 113 M | +USD 4.07 M | 3 | 22.96% | Aumentadas |
|