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 |
Diversify Advisory Services
Sandy,
Utah
| USD 241 M | -USD 20 M | 14 | 7.64% | Reducidas |
|
| 1027 |
Ballentine Partners
Waltham,
Massachusetts
| USD 241 M | -USD 3.63 M | 15 | 3.39% | Reducidas |
|
| 1028 |
Sigma Planning Corp
Ann Arbor,
Michigan
| USD 241 M | +USD 1.93 M | 15 | 6.64% | Aumentadas |
|
| 1029 |
D.J. St. Germain
Springfield,
Massachusetts
| USD 240 M | -USD 2.41 M | 14 | 9.34% | Reducidas |
|
| 1030 |
NBT Bank
Norwich,
New York
| USD 240 M | -USD 3.74 M | 12 | 15.51% | Reducidas |
|
| 1031 |
Vantage Investment Partners
Kansas City,
Missouri
| USD 240 M | -USD 6.58 M | 5 | 16.02% | Reducidas |
|
| 1032 |
Welch Group
Birmingham,
Alabama
| USD 239 M | -USD 2.14 M | 7 | 9.23% | Reducidas |
|
| 1033 |
GW&K Investment Management
Boston,
Massachusetts
| USD 239 M | -USD 7.19 M | 13 | 2.06% | Reducidas |
|
| 1034 |
Level Four Advisory Services
Dallas,
Texas
| USD 238 M | +USD 5.98 M | 12 | 7.79% | Aumentadas |
|
| 1035 |
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| USD 238 M | +USD 5.18 M | 11 | 8.3% | Aumentadas |
|
| 1036 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 238 M | USD 0 | 1 | 4.64% | Mantenido |
|
| 1037 |
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 237 M | -USD 3.99 M | 6 | 14.96% | Reducidas |
|
| 1038 |
Burney Company
Reston,
Virginia
| USD 236 M | +USD 25.5 M | 8 | 7.37% | Aumentadas |
|
| 1039 |
Meritage Portfolio Management
Overland Park,
Kansas
| USD 235 M | -USD 4.87 M | 9 | 15.63% | Reducidas |
|
| 1040 |
JC
Joho Capital
New York
| USD 235 M | -USD 24.8 M | 2 | 50.12% | Reducidas |
|
| 1041 |
Verus Capital Partners
Scottsdale,
Arizona
| USD 234 M | +USD 2.7 M | 9 | 15.6% | Aumentadas |
|
| 1042 |
Homestead Advisers
Arlington,
Virginia
| USD 234 M | +USD 25.2 M | 2 | 6.2% | Aumentadas |
|
| 1043 |
GAMMA Investing
Foster City,
California
| USD 234 M | +USD 14.8 M | 32 | 11.76% | Aumentadas |
|
| 1044 |
Summit Partners Public Asset Management
Boston,
Massachusetts
| USD 234 M | +USD 91.2 k | 5 | 4.86% | Aumentadas |
|
| 1045 |
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 234 M | -USD 2.84 M | 5 | 34.73% | Reducidas |
|
| 1046 |
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 233 M | -USD 5.86 M | 4 | 17.56% | Reducidas |
|
| 1047 |
Laura & John Arnold Foundation
Houston,
Texas
| USD 232 M | +USD 214 M | 2 | 40.89% | Nuevas |
|
| 1048 |
North Star Asset Management
Neenah,
Wisconsin
| USD 232 M | -USD 3.31 M | 8 | 9.37% | Reducidas |
|
| 1049 |
New Age Alpha Advisors
Rye,
New York
| USD 232 M | -USD 4.91 M | 13 | 9.99% | Reducidas |
|
| 1050 |
Plato Investment Management
Sydney, NSW,
Australia
| USD 232 M | -USD 2.93 M | 13 | 15.15% | Reducidas |
|