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 |
Valiant Capital Management
San Francisco,
California
| USD 132 M | +USD 25.1 M | 3 | 12.37% | Aumentadas |
|
| 1002 |
Vestor Capital
Chicago,
Illinois
| USD 132 M | +USD 28 M | 8 | 13.87% | Aumentadas |
|
| 1003 |
Mission Wealth Management
Santa Barbara,
California
| USD 131 M | +USD 5.61 M | 11 | 4.96% | Aumentadas |
|
| 1004 |
CC
Cornerstone Capital
Palo Alto,
California
| USD 131 M | -USD 5.68 M | 3 | 15.19% | Reducidas |
|
| 1005 |
AIM
Alpine Investment Management
Hong Kong
| USD 131 M | -USD 27.7 M | 1 | 30.76% | Reducidas |
|
| 1006 |
IP
Interval Partners
New York
| USD 131 M | +USD 57.3 M | 6 | 4.73% | Aumentadas |
|
| 1007 |
Parsons Capital Management
Providence,
Rhode Island
| USD 130 M | +USD 91.6 k | 9 | 9.95% | Aumentadas |
|
| 1008 |
HoyleCohen
San Diego,
California
| USD 130 M | -USD 2.44 M | 7 | 11.48% | Reducidas |
|
| 1009 |
Brookstone Capital Management
Wheaton,
Illinois
| USD 130 M | +USD 13.3 M | 9 | 2.61% | Aumentadas |
|
| 1010 |
SouthState Corp
Winter Haven,
Florida
| USD 130 M | -USD 1.74 M | 12 | 11.61% | Reducidas |
|
| 1011 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 130 M | -USD 2.46 M | 4 | 6.95% | Reducidas |
|
| 1012 |
Albion Financial Group
Salt Lake City,
Utah
| USD 129 M | -USD 1.58 M | 15 | 11.33% | Reducidas |
|
| 1013 |
Kanawha Capital Management
Richmond,
Virginia
| USD 129 M | +USD 289 k | 7 | 11.88% | Aumentadas |
|
| 1014 |
TCCM
Two Creeks Capital Management
New York
| USD 129 M | -USD 14.1 M | 2 | 7.74% | Reducidas |
|
| 1015 |
HVM
Harvest Volatility Management
Norwalk,
Connecticut
| USD 129 M | -USD 19.4 M | 5 | 25.78% | Reducidas |
|
| 1016 |
D.J. St. Germain
Springfield,
Massachusetts
| USD 128 M | +USD 119 M | 16 | 6.78% | Nuevas |
|
| 1017 |
Cadian Capital Management
New York
| USD 128 M | -USD 34.1 M | 2 | 6.07% | Reducidas |
|
| 1018 |
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 128 M | -USD 1.35 M | 6 | 8.26% | Reducidas |
|
| 1019 |
Wesleyan Assurance Society
Birmingham,
United Kingdom
| USD 128 M | -USD 253 k | 3 | 13.69% | Reducidas |
|
| 1020 |
Talbot Financial
Bellevue,
Washington
| USD 128 M | -USD 1.02 M | 4 | 21.75% | Reducidas |
|
| 1021 |
Diversified Trust
Memphis,
Tennessee
| USD 127 M | +USD 3.93 M | 14 | 4.64% | Aumentadas |
|
| 1022 |
Aaron Wealth Advisors
Chicago,
Illinois
| USD 127 M | +USD 9.8 M | 7 | 16.51% | Aumentadas |
|
| 1023 |
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 127 M | +USD 2.41 M | 6 | 10.48% | Aumentadas |
|
| 1024 |
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| USD 127 M | -USD 1.44 M | 9 | 4.18% | Reducidas |
|
| 1025 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| USD 126 M | -USD 2.45 M | 6 | 1.36% | Reducidas |
|