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 |
NWAM LLC
Mercer Island,
Washington
| USD 141 M | +USD 23.1 M | 9 | 11.34% | Aumentadas |
|
| 1027 |
Generate Investment Management
Auckland,
New Zealand
| USD 141 M | +USD 133 M | 3 | 12.17% | Nuevas |
|
| 1028 |
Burney Company
Reston,
Virginia
| USD 141 M | +USD 4.05 M | 9 | 5.92% | Aumentadas |
|
| 1029 |
Verus Capital Partners
Scottsdale,
Arizona
| USD 141 M | +USD 6.04 M | 7 | 17.21% | Aumentadas |
|
| 1030 |
Cobblestone Capital Advisors
Rochester,
New York
| USD 140 M | -USD 1.16 M | 6 | 9.22% | Reducidas |
|
| 1031 |
Jasper Ridge Partners
Menlo Park,
California
| USD 140 M | -USD 26.3 M | 9 | 5.61% | Reducidas |
|
| 1032 |
Albion Financial Group
Salt Lake City,
Utah
| USD 140 M | +USD 1.51 M | 15 | 11.5% | Aumentadas |
|
| 1033 |
Davidson Kempner Capital Management
New York
| USD 139 M | -USD 55.8 M | 4 | 2.12% | Reducidas |
|
| 1034 |
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| USD 139 M | -USD 264 k | 8 | 4.26% | Reducidas |
|
| 1035 |
D.J. St. Germain
Springfield,
Massachusetts
| USD 139 M | +USD 25.5 k | 13 | 7.24% | Aumentadas |
|
| 1036 |
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 138 M | +USD 2.47 M | 7 | 13.23% | Aumentadas |
|
| 1037 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 138 M | -USD 1.48 M | 3 | 20.47% | Reducidas |
|
| 1038 |
Sonora Investment Management Group
Tucson,
Arizona
| USD 138 M | -USD 1.33 M | 6 | 11.24% | Reducidas |
|
| 1039 |
Peninsula Wealth
San Francisco,
California
| USD 138 M | -USD 7.57 M | 7 | 28.46% | Reducidas |
|
| 1040 |
Mesirow Financial Investment Management
Chicago,
Illinois
| USD 138 M | +USD 261 M | 8 | 5.04% | Nuevas |
|
| 1041 |
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 137 M | -USD 1.36 M | 6 | 12.86% | Reducidas |
|
| 1042 |
Donaldson Capital Management
Evansville,
Indiana
| USD 136 M | -USD 15.5 M | 6 | 6.11% | Reducidas |
|
| 1043 |
Himension Capital (Singapore)
Singapore
| USD 136 M | +USD 1.73 M | 4 | 12.36% | Aumentadas |
|
| 1044 |
Kanawha Capital Management
Richmond,
Virginia
| USD 136 M | -USD 4.16 M | 6 | 12.47% | Reducidas |
|
| 1045 |
McDaniel Terry & Co
Austin,
Texas
| USD 135 M | -USD 2.2 M | 5 | 12.89% | Reducidas |
|
| 1046 |
Hartline Investment Corp
Winnetka,
Illinois
| USD 135 M | +USD 1.66 M | 8 | 21.75% | Aumentadas |
|
| 1047 |
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 134 M | -USD 20.9 M | 2 | 20.38% | Reducidas |
|
| 1048 |
First Trust Direct Indexing
Boston,
Massachusetts
| USD 134 M | +USD 15.8 M | 14 | 12.01% | Aumentadas |
|
| 1049 |
Amazon.com Inc
Seattle,
Washington
| USD 134 M | USD 0 | 1 | 3.24% | Mantenido |
|
| 1050 |
Dock Street Asset Management
Palm Beach,
Florida
| USD 134 M | -USD 2.64 k | 4 | 20.96% | Reducidas |
|