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 |
EGVF
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| USD 95.2 M | -USD 1.72 M | 2 | 96.09% | Reducidas |
|
| 1027 |
Styrax Capital
New York
| USD 95.2 M | USD 0 | 1 | 23.67% | Mantenido |
|
| 1028 |
Westchester Capital Management (New York)
Valhalla,
New York
| USD 94 M | +USD 48.3 M | 2 | 2.64% | Aumentadas |
|
| 1029 |
Provident Investment Management
Novi,
Michigan
| USD 93.7 M | -USD 455 k | 4 | 11.99% | Reducidas |
|
| 1030 |
Central Securities
New York
| USD 93.6 M | USD 0 | 3 | 13.2% | Mantenido |
|
| 1031 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 93.4 M | +USD 19.5 M | 8 | 3.37% | Aumentadas |
|
| 1032 |
Davidson Kempner Capital Management
New York
| USD 93.3 M | -USD 57.3 M | 4 | 1.65% | Reducidas |
|
| 1033 |
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
| USD 93 M | -USD 1.19 M | 8 | 20.48% | Reducidas |
|
| 1034 |
Compass Capital Management
Minneapolis,
Minnesota
| USD 93 M | +USD 475 k | 2 | 8.16% | Aumentadas |
|
| 1035 |
SouthState Corp
Winter Haven,
Florida
| USD 92.6 M | +USD 2.38 M | 12 | 9.23% | Aumentadas |
|
| 1036 |
Prime Capital Investment Advisors
Overland Park,
Kansas
| USD 92.4 M | +USD 35.2 M | 9 | 5.31% | Aumentadas |
|
| 1037 |
TD Private Client Wealth
New York
| USD 92.3 M | -USD 1.93 M | 18 | 4.72% | Reducidas |
|
| 1038 |
GFI Investment Counsel
Toronto,
Ontario, Canada
| USD 92.3 M | +USD 994 k | 2 | 16.01% | Aumentadas |
|
| 1039 |
Amica Mutual Insurance
Providence,
Rhode Island
| USD 92.1 M | -USD 8.02 M | 4 | 13.06% | Reducidas |
|
| 1040 |
ArchPoint Investors
Coral Gables,
Florida
| USD 92.1 M | USD 0 | 5 | 37.59% | Mantenido |
|
| 1041 |
Cumberland Partners
Toronto,
Ontario, Canada
| USD 92.1 M | -USD 13.2 k | 4 | 9.77% | Reducidas |
|
| 1042 |
Western Wealth Management
Golden,
Colorado
| USD 91.9 M | +USD 7.09 M | 14 | 5.26% | Aumentadas |
|
| 1043 |
Zeke Capital Advisors
Berwyn,
Pennsylvania
| USD 91.9 M | -USD 55.3 M | 7 | 6.69% | Reducidas |
|
| 1044 |
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 91.8 M | -USD 2.47 M | 5 | 18.67% | Reducidas |
|
| 1045 |
LMR Partners
London,
United Kingdom
| USD 91.8 M | -USD 104 M | 7 | 1.69% | Reducidas |
|
| 1046 |
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 91.4 M | +USD 3.13 M | 11 | 12.35% | Aumentadas |
|
| 1047 |
NWAM LLC
Mercer Island,
Washington
| USD 91.2 M | -USD 2.38 M | 9 | 8.7% | Reducidas |
|
| 1048 |
RIM
Redpoint Investment Management
Sydney, NSW,
Australia
| USD 91.1 M | -USD 18.4 M | 14 | 13.33% | Reducidas |
|
| 1049 |
Alphabet Inc
Mountain View,
California
| USD 91 M | USD 0 | 1 | 4.65% | Mantenido |
|
| 1050 |
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 90.5 M | +USD 315 k | 6 | 10.63% | Aumentadas |
|