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 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 128 M | -USD 27.9 M | 4 | 11.31% | Reducidas |
|
| 1027 |
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 128 M | +USD 4.36 M | 6 | 7.46% | Aumentadas |
|
| 1028 |
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 128 M | +USD 2.56 M | 6 | 12.29% | Aumentadas |
|
| 1029 |
BFO
Boston Family Office
Boston,
Massachusetts
| USD 128 M | +USD 4.33 M | 7 | 9.1% | Aumentadas |
|
| 1030 |
Harbor Investment Advisory
Lutherville,
Maryland
| USD 127 M | -USD 590 k | 18 | 16.86% | Reducidas |
|
| 1031 |
Everence Capital Management
Goshen,
Indiana
| USD 127 M | +USD 2.34 M | 10 | 9.74% | Aumentadas |
|
| 1032 |
Bridgeway Capital Management
Houston,
Texas
| USD 127 M | +USD 933 k | 9 | 2.46% | Aumentadas |
|
| 1033 |
Kings Point Capital Management
Great Neck,
New York
| USD 127 M | +USD 1.03 M | 10 | 11.04% | Aumentadas |
|
| 1034 |
Cobblestone Capital Advisors
Rochester,
New York
| USD 127 M | -USD 856 k | 8 | 8.59% | Reducidas |
|
| 1035 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 126 M | +USD 6.08 M | 5 | 4.48% | Aumentadas |
|
| 1036 |
Parsons Capital Management
Providence,
Rhode Island
| USD 126 M | -USD 1.09 M | 9 | 9.55% | Reducidas |
|
| 1037 |
TD Private Client Wealth
New York
| USD 126 M | +USD 7.52 M | 16 | 5.38% | Aumentadas |
|
| 1038 |
Jones Financial Companies
Des Peres,
Missouri
| USD 126 M | +USD 3.51 M | 11 | 0.19% | Aumentadas |
|
| 1039 |
SRS Investment Management
New York
| USD 126 M | -USD 39.8 M | 3 | 1.39% | Reducidas |
|
| 1040 |
Gradient Investments
Arden Hills,
Minnesota
| USD 125 M | -USD 12.1 M | 18 | 3.22% | Reducidas |
|
| 1041 |
Silvant Capital Management
Atlanta,
Georgia
| USD 125 M | -USD 2.47 M | 9 | 23.75% | Reducidas |
|
| 1042 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 125 M | -USD 29 M | 4 | 1.63% | Reducidas |
|
| 1043 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 124 M | +USD 14.7 M | 11 | 1.08% | Aumentadas |
|
| 1044 |
Capital Fund Management (CFM)
Paris,
France
| USD 124 M | -USD 1.83 M | 11 | 1.01% | Reducidas |
|
| 1045 |
Welch Group
Birmingham,
Alabama
| USD 124 M | +USD 1.26 M | 6 | 7.07% | Aumentadas |
|
| 1046 |
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| USD 124 M | +USD 807 k | 13 | 13.86% | Aumentadas |
|
| 1047 |
Zimmer Partners
New York
| USD 124 M | +USD 75.1 M | 5 | 1.77% | Aumentadas |
|
| 1048 |
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| USD 124 M | +USD 69.2 M | 2 | 82.19% | Aumentadas |
|
| 1049 |
GFI Investment Counsel
Toronto,
Ontario, Canada
| USD 124 M | +USD 46.5 M | 2 | 16.24% | Aumentadas |
|
| 1050 |
Compass Capital Management
Minneapolis,
Minnesota
| USD 123 M | +USD 442 k | 2 | 8.8% | Aumentadas |
|