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 | |
|---|---|---|---|---|---|---|---|
| 1026 |
LFCM
Long Focus Capital Management
San Juan,
Puerto Rico
| USD 241 M | +USD 18.6 M | 4 | 6.16% | Aumentadas |
|
| 1027 |
Ursa Fund Management
Danville,
California
| USD 241 M | +USD 260 M | 2 | 18.83% | Nuevas |
|
| 1028 |
Empire Life Investments
Toronto,
Ontario, Canada
| USD 240 M | -USD 12.5 M | 4 | 13.4% | Reducidas |
|
| 1029 |
Moors & Cabot
Boston,
Massachusetts
| USD 240 M | -USD 788 k | 12 | 9.33% | Reducidas |
|
| 1030 |
Scharf Investments
Los Gatos,
California
| USD 240 M | +USD 104 M | 5 | 7.92% | Aumentadas |
|
| 1031 |
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| USD 239 M | +USD 10.9 M | 12 | 6.38% | Aumentadas |
|
| 1032 |
Plato Investment Management
Sydney, NSW,
Australia
| USD 238 M | +USD 10.6 M | 15 | 13.57% | Aumentadas |
|
| 1033 |
Adell Harriman & Carpenter
Houston,
Texas
| USD 238 M | +USD 704 k | 6 | 12.19% | Aumentadas |
|
| 1034 |
Wedge Capital Management
Charlotte,
North Carolina
| USD 238 M | +USD 12.5 M | 6 | 3.92% | Aumentadas |
|
| 1035 |
Spire Wealth Management
Mclean,
Virginia
| USD 237 M | +USD 1.27 M | 19 | 7.16% | Aumentadas |
|
| 1036 |
Iron Gate Global Advisors
Nsl,
Utah
| USD 235 M | -USD 21.5 M | 5 | 22.73% | Reducidas |
|
| 1037 |
Central Securities
New York
| USD 235 M | USD 0 | 3 | 17.51% | Mantenido |
|
| 1038 |
Meeder Advisory Services
Dublin,
Ohio
| USD 235 M | +USD 12.5 M | 15 | 8.59% | Aumentadas |
|
| 1039 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 234 M | -USD 3.84 M | 7 | 3.9% | Reducidas |
|
| 1040 |
Academy Capital Management
Waco,
Texas
| USD 233 M | -USD 6.98 M | 5 | 30.86% | Reducidas |
|
| 1041 |
Frank Rimerman Advisors
Palo Alto,
California
| USD 233 M | -USD 1.43 M | 15 | 13.21% | Reducidas |
|
| 1042 |
D.J. St. Germain
Springfield,
Massachusetts
| USD 233 M | -USD 16.5 M | 13 | 8.37% | Reducidas |
|
| 1043 |
Avity Investment Management
Greenwich,
Connecticut
| USD 232 M | +USD 21.8 M | 6 | 14.77% | Aumentadas |
|
| 1044 |
Grimes & Company
Westborough,
Massachusetts
| USD 231 M | +USD 6.41 M | 7 | 4.99% | Aumentadas |
|
| 1045 |
LMCG Investments
Boston,
Massachusetts
| USD 231 M | -USD 7.28 M | 7 | 12.35% | Reducidas |
|
| 1046 |
Univest Financial
Souderton,
Pennsylvania
| USD 230 M | +USD 6.05 M | 6 | 11.3% | Aumentadas |
|
| 1047 |
LA
Linden Advisors
New York
| USD 229 M | +USD 230 M | 3 | 1.18% | Aumentadas |
|
| 1048 |
BIT Capital
Berlin,
Germany
| USD 229 M | -USD 126 M | 4 | 6.77% | Reducidas |
|
| 1049 |
Ancora Advisors
Cleveland,
Ohio
| USD 228 M | -USD 267 k | 18 | 4.4% | Reducidas |
|
| 1050 |
XN LP
New York
| USD 228 M | -USD 10.5 M | 2 | 6.01% | Reducidas |
|