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 |
JTC Employer Solutions Trustee
St Helier,
Jersey
| USD 134 M | +USD 13 M | 10 | 17.94% | Aumentadas |
|
| 1002 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 134 M | USD 0 | 4 | 16.77% | Mantenido |
|
| 1003 |
APEIRON Capital Ltd
Hong Kong
| USD 133 M | +USD 16.5 M | 3 | 34.97% | Aumentadas |
|
| 1004 |
EGVF
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| USD 133 M | USD 0 | 3 | 89.6% | Mantenido |
|
| 1005 |
Ancora Advisors
Cleveland,
Ohio
| USD 133 M | +USD 4.2 M | 17 | 3.43% | Aumentadas |
|
| 1006 |
Reilly Financial Advisors
La Mesa,
California
| USD 133 M | -USD 11.8 M | 20 | 11.3% | Reducidas |
|
| 1007 |
APA
American Portfolios Advisors
Holbrook,
New York
| USD 133 M | +USD 6.5 M | 30 | 4.97% | Aumentadas |
|
| 1008 |
Bank of the West
Monterey Park,
California
| USD 133 M | -USD 769 k | 7 | 13.85% | Reducidas |
|
| 1009 |
EULAV Asset Management
Sarasota,
Florida
| USD 132 M | -USD 4.15 M | 5 | 3.49% | Reducidas |
|
| 1010 |
TD Private Client Wealth
New York
| USD 132 M | -USD 7.55 M | 15 | 5.65% | Reducidas |
|
| 1011 |
D.J. St. Germain
Springfield,
Massachusetts
| USD 132 M | -USD 4.06 M | 6 | 8.11% | Reducidas |
|
| 1012 |
Ironvine Capital Partners
Omaha,
Nebraska
| USD 132 M | +USD 542 k | 4 | 13.97% | Aumentadas |
|
| 1013 |
Southpoint Capital Advisors
New York
| USD 131 M | -USD 160 M | 1 | 2.81% | Reducidas |
|
| 1014 |
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
| USD 131 M | -USD 196 M | 1 | 1.3% | Reducidas |
|
| 1015 |
Academy Capital Management
Waco,
Texas
| USD 131 M | +USD 92.6 M | 5 | 21.09% | Aumentadas |
|
| 1016 |
Parker Investment Management
Menlo Park,
California
| USD 131 M | -USD 2.68 M | 5 | 8.48% | Reducidas |
|
| 1017 |
CWA Asset Management Group
Naples,
Florida
| USD 131 M | +USD 5.74 M | 6 | 10.39% | Aumentadas |
|
| 1018 |
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 131 M | +USD 59.4 M | 3 | 14.42% | Aumentadas |
|
| 1019 |
Parthenon LLC
Louisville,
Kentucky
| USD 131 M | -USD 1.1 M | 6 | 19.62% | Reducidas |
|
| 1020 |
Altrinsic Global Advisors
Stamford,
Connecticut
| USD 130 M | -USD 2.8 M | 2 | 3.89% | Reducidas |
|
| 1021 |
Thomasville National Bank
Thomasville,
Georgia
| USD 129 M | -USD 912 k | 6 | 13.38% | Reducidas |
|
| 1022 |
Fairview Capital Investment Management
Greenbrae,
California
| USD 129 M | -USD 28 k | 4 | 8.78% | Reducidas |
|
| 1023 |
Vanguard Personalized Indexing Management
Oakland,
California
| USD 129 M | +USD 23.2 M | 20 | 11.56% | Aumentadas |
|
| 1024 |
Central Securities
New York
| USD 128 M | -USD 11.3 M | 3 | 13.6% | Reducidas |
|
| 1025 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 128 M | -USD 8.81 M | 4 | 5.87% | Reducidas |
|