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 |
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 148 M | +USD 4.36 M | 6 | 11.93% | Aumentadas |
|
| 1002 |
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 148 M | -USD 4.54 M | 7 | 5.99% | Reducidas |
|
| 1003 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 147 M | -USD 11.7 M | 5 | 9.27% | Reducidas |
|
| 1004 |
Venture Visionary Partners
Sylvania,
Ohio
| USD 147 M | +USD 3.16 M | 6 | 7.73% | Aumentadas |
|
| 1005 |
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| USD 146 M | +USD 133 M | 12 | 2.6% | Nuevas |
|
| 1006 |
Talbot Financial
Bellevue,
Washington
| USD 146 M | +USD 3.09 M | 4 | 21.94% | Aumentadas |
|
| 1007 |
Parthenon LLC
Louisville,
Kentucky
| USD 146 M | -USD 592 k | 6 | 20.13% | Reducidas |
|
| 1008 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 146 M | -USD 22.9 M | 7 | 3.95% | Reducidas |
|
| 1009 |
Montag & Associates
Atlanta,
Georgia
| USD 145 M | +USD 1.94 M | 13 | 8.11% | Aumentadas |
|
| 1010 |
Main Street Research
Lakeville,
Connecticut
| USD 145 M | +USD 16.5 M | 6 | 11.65% | Aumentadas |
|
| 1011 |
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 145 M | -USD 1.33 M | 5 | 8.66% | Reducidas |
|
| 1012 |
Northeast Financial Consultants
Westport,
Connecticut
| USD 145 M | +USD 2.3 M | 6 | 8.01% | Aumentadas |
|
| 1013 |
Allworth Financial
Folsom,
California
| USD 144 M | +USD 17.9 M | 30 | 1.1% | Aumentadas |
|
| 1014 |
Meridian Wealth Management
Lexington,
Kentucky
| USD 144 M | -USD 82 M | 9 | 9.21% | Reducidas |
|
| 1015 |
Wesleyan Assurance Society
Birmingham,
United Kingdom
| USD 144 M | USD 0 | 3 | 14.26% | Mantenido |
|
| 1016 |
HoyleCohen
San Diego,
California
| USD 144 M | -USD 1.07 M | 7 | 11.75% | Reducidas |
|
| 1017 |
Avanda Investment Management
Singapore
| USD 144 M | +USD 136 M | 3 | 14.02% | Nuevas |
|
| 1018 |
Insight Holdings Group
New York
| USD 143 M | -USD 49.2 k | 5 | 3.46% | Reducidas |
|
| 1019 |
SouthState Corp
Winter Haven,
Florida
| USD 143 M | -USD 310 k | 10 | 12.19% | Reducidas |
|
| 1020 |
Equitable Trust
Nashville,
Tennessee
| USD 143 M | +USD 4.58 M | 7 | 10.72% | Aumentadas |
|
| 1021 |
Bowie Capital Management
Richardson,
Texas
| USD 142 M | -USD 2.15 M | 3 | 16.08% | Reducidas |
|
| 1022 |
LMR Partners
London,
United Kingdom
| USD 142 M | -USD 102 M | 10 | 1.62% | Reducidas |
|
| 1023 |
Prospera Financial Services
Dallas,
Texas
| USD 141 M | +USD 6.64 M | 11 | 4.68% | Aumentadas |
|
| 1024 |
CC
Cornerstone Capital
Palo Alto,
California
| USD 141 M | -USD 1.97 M | 3 | 15.47% | Reducidas |
|
| 1025 |
Independent Financial Group
San Diego,
California
| USD 141 M | +USD 9.08 M | 14 | 7.55% | Aumentadas |
|