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 |
Bank of the West
Monterey Park,
California
| USD 106 M | -USD 1.73 M | 7 | 13.41% | Reducidas |
|
| 1002 |
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 106 M | +USD 2.86 M | 6 | 7.03% | Aumentadas |
|
| 1003 |
Armistice Capital
New York
| USD 105 M | +USD 17.3 M | 5 | 1.84% | Aumentadas |
|
| 1004 |
Provident Investment Management
Novi,
Michigan
| USD 105 M | -USD 276 k | 4 | 12.4% | Reducidas |
|
| 1005 |
Donaldson Capital Management
Evansville,
Indiana
| USD 105 M | -USD 383 k | 5 | 5.41% | Reducidas |
|
| 1006 |
JCM
JS Capital Management
New York
| USD 105 M | -USD 37 M | 3 | 17.34% | Reducidas |
|
| 1007 |
Fernbridge Capital Management
Los Angeles,
California
| USD 105 M | -USD 97.1 M | 3 | 15.15% | Reducidas |
|
| 1008 |
Doyle Wealth Management
St. Petersburg,
Florida
| USD 105 M | +USD 1.05 M | 6 | 8.48% | Aumentadas |
|
| 1009 |
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 105 M | -USD 9.36 M | 4 | 5.72% | Reducidas |
|
| 1010 |
XN LP
New York
| USD 105 M | -USD 15.2 M | 3 | 10.21% | Reducidas |
|
| 1011 |
Nellore Capital Management
Redwood City,
California
| USD 104 M | +USD 29.3 M | 4 | 27.79% | Aumentadas |
|
| 1012 |
D.J. St. Germain
Springfield,
Massachusetts
| USD 104 M | +USD 471 k | 6 | 6.87% | Aumentadas |
|
| 1013 |
NWAM LLC
Mercer Island,
Washington
| USD 104 M | -USD 2.26 M | 9 | 9.6% | Reducidas |
|
| 1014 |
Compass Capital Management
Minneapolis,
Minnesota
| USD 104 M | +USD 4.01 M | 2 | 8.5% | Aumentadas |
|
| 1015 |
Mariner Independent Advisor Network
Overland Park,
Kansas
| USD 103 M | +USD 10.5 M | 8 | 4.34% | Aumentadas |
|
| 1016 |
NM
NWI Management
New York
| USD 103 M | -USD 17.7 M | 4 | 6.14% | Reducidas |
|
| 1017 |
Cobblestone Capital Advisors
Rochester,
New York
| USD 103 M | +USD 7.28 M | 8 | 7.86% | Aumentadas |
|
| 1018 |
AL
Arnhold LLC
New York
| USD 103 M | +USD 22.7 M | 12 | 12.24% | Aumentadas |
|
| 1019 |
Cumberland Partners
Toronto,
Ontario, Canada
| USD 103 M | -USD 2.58 M | 4 | 9.79% | Reducidas |
|
| 1020 |
Jones Financial Companies
Des Peres,
Missouri
| USD 102 M | +USD 4.31 M | 10 | 0.17% | Aumentadas |
|
| 1021 |
GFI Investment Counsel
Toronto,
Ontario, Canada
| USD 102 M | +USD 803 M | 2 | 16.03% | Aumentadas |
|
| 1022 |
PCP
Polunin Capital Partners
London,
United Kingdom
| USD 102 M | -USD 40.3 M | 1 | 30.76% | Reducidas |
|
| 1023 |
Blue Whale Capital
London,
United Kingdom
| USD 102 M | -USD 70.7 M | 2 | 14.98% | Reducidas |
|
| 1024 |
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| USD 102 M | -USD 9.5 M | 19 | 2.96% | Reducidas |
|
| 1025 |
Park Avenue Securities
New York
| USD 102 M | +USD 10.5 M | 14 | 1.97% | Aumentadas |
|