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 |
Global Endowment Management
Charlotte,
North Carolina
| USD 66.2 M | -USD 44.8 M | 4 | 8.77% | Reducidas |
|
| 1027 |
Delek Group
Herzliya,
Israel
| USD 65.9 M | -USD 5.93 M | 4 | 2.76% | Reducidas |
|
| 1028 |
Jones Financial Companies
Des Peres,
Missouri
| USD 65.9 M | -USD 2.79 M | 5 | 0.15% | Reducidas |
|
| 1029 |
Icahn Carl
Sunny Isles Beach,
Florida
| USD 65.8 M | -USD 284 M | 1 | 0.26% | Reducidas |
|
| 1030 |
Hollencrest Capital Management
Newport Beach,
California
| USD 65.5 M | +USD 33.1 M | 8 | 4.22% | Aumentadas |
|
| 1031 |
Advisor Partners
Walnut Creek,
California
| USD 65.3 M | +USD 3.28 M | 10 | 8.79% | Aumentadas |
|
| 1032 |
CQS Cayman
Camana Bay, Grand Cayman,
Cayman Islands
| USD 65.1 M | +USD 8.28 M | 1 | 3.07% | Aumentadas |
|
| 1033 |
SCHF (GPE)
Wilson,
Wyoming
| USD 65.1 M | USD 0 | 1 | 100% | Mantenido |
|
| 1034 |
TAM
Tyers Asset Management
Austin,
Texas
| USD 65 M | -USD 16.8 k | 7 | 2.14% | Reducidas |
|
| 1035 |
Cetera Advisors
Denver,
Colorado
| USD 64.9 M | +USD 11.2 M | 13 | 3.18% | Aumentadas |
|
| 1036 |
Parthenon LLC
Louisville,
Kentucky
| USD 64.6 M | -USD 2.84 M | 4 | 14.19% | Reducidas |
|
| 1037 |
FDx Advisors
Chicago,
Illinois
| USD 64.6 M | +USD 2.73 M | 11 | 2.4% | Aumentadas |
|
| 1038 |
Thompson Siegel & Walmsley
Richmond,
Virginia
| USD 64.4 M | -USD 1.29 M | 10 | 0.82% | Reducidas |
|
| 1039 |
Wedge Capital Management
Charlotte,
North Carolina
| USD 64.3 M | +USD 56.6 M | 7 | 0.62% | Aumentadas |
|
| 1040 |
CA
Cullinan Associates
Louisville,
Kentucky
| USD 64.2 M | -USD 907 k | 7 | 4.65% | Reducidas |
|
| 1041 |
Amica Mutual Insurance
Providence,
Rhode Island
| USD 64.2 M | -USD 1.59 M | 6 | 6.66% | Reducidas |
|
| 1042 |
Reynders McVeigh Capital Management
Boston,
Massachusetts
| USD 64.2 M | -USD 1.18 M | 8 | 7.53% | Reducidas |
|
| 1043 |
Ensemble Capital Management
San Francisco,
California
| USD 63.9 M | +USD 2.34 M | 3 | 10.52% | Aumentadas |
|
| 1044 |
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 63.8 M | +USD 11.2 M | 6 | 8.46% | Aumentadas |
|
| 1045 |
Cobblestone Capital Advisors
Rochester,
New York
| USD 63.7 M | -USD 2.66 M | 8 | 5.99% | Reducidas |
|
| 1046 |
Davidson Kempner Capital Management
New York
| USD 63.2 M | -USD 23.2 M | 2 | 0.69% | Reducidas |
|
| 1047 |
Laurion Capital Management
New York
| USD 63 M | +USD 10.5 M | 9 | 0.61% | Aumentadas |
|
| 1048 |
Sigma Planning Corp
Ann Arbor,
Michigan
| USD 62.9 M | +USD 11.7 M | 13 | 3.7% | Aumentadas |
|
| 1049 |
Woodstock Corp
Boston,
Massachusetts
| USD 62.7 M | -USD 2.11 M | 9 | 10.6% | Reducidas |
|
| 1050 |
Cullen Capital Management
New York
| USD 62.5 M | -USD 10.2 M | 2 | 2.3% | Reducidas |
|