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 | |
|---|---|---|---|---|---|---|---|
| 1051 |
Rheos Capital Works
Tokyo,
Japan
| USD 103 M | USD 0 | 4 | 7.49% | Mantenido |
|
| 1052 |
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 103 M | +USD 15 M | 12 | 12.55% | Aumentadas |
|
| 1053 |
Sowell Financial Services
North Little Rock,
Arkansas
| USD 103 M | +USD 2.63 M | 27 | 4.38% | Aumentadas |
|
| 1054 |
EC
EMS Capital
New York
| USD 103 M | -USD 94.2 M | 2 | 7.74% | Reducidas |
|
| 1055 |
Adell Harriman & Carpenter
Houston,
Texas
| USD 103 M | +USD 870 k | 7 | 13.5% | Aumentadas |
|
| 1056 |
Doyle Wealth Management
St. Petersburg,
Florida
| USD 102 M | +USD 551 k | 6 | 10.41% | Aumentadas |
|
| 1057 |
D.J. St. Germain
Springfield,
Massachusetts
| USD 102 M | +USD 49.3 k | 7 | 7.3% | Aumentadas |
|
| 1058 |
Cumberland Partners
Toronto,
Ontario, Canada
| USD 102 M | -USD 7.16 M | 5 | 9.14% | Reducidas |
|
| 1059 |
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 102 M | +USD 7.6 M | 5 | 10.29% | Aumentadas |
|
| 1060 |
Harbor Investment Advisory
Lutherville,
Maryland
| USD 101 M | +USD 9.16 M | 18 | 16.23% | Aumentadas |
|
| 1061 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 101 M | -USD 198 M | 2 | 0.48% | Reducidas |
|
| 1062 |
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 101 M | +USD 9.7 M | 6 | 11.58% | Aumentadas |
|
| 1063 |
Middleton & Co
Boston,
Massachusetts
| USD 101 M | -USD 108 k | 5 | 11.96% | Reducidas |
|
| 1064 |
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| USD 101 M | +USD 17.3 M | 5 | 4.56% | Aumentadas |
|
| 1065 |
TRB Advisors
New York
| USD 100 M | +USD 21.9 M | 3 | 44.9% | Aumentadas |
|
| 1066 |
Ironvine Capital Partners
Omaha,
Nebraska
| USD 100 M | -USD 7.34 M | 4 | 12.5% | Reducidas |
|
| 1067 |
RCM
Ratan Capital Management
Miami Beach,
Florida
| USD 100 M | -USD 10.9 M | 7 | 11.67% | Reducidas |
|
| 1068 |
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| USD 100 M | -USD 2.05 M | 9 | 4.82% | Reducidas |
|
| 1069 |
Andra AP-fonden
Goteborg,
Sweden
| USD 100 M | +USD 19.2 M | 15 | 2.2% | Aumentadas |
|
| 1070 |
Parthenon LLC
Louisville,
Kentucky
| USD 99.2 M | -USD 2.24 M | 6 | 17.1% | Reducidas |
|
| 1071 |
MP
MFN Partners
Boston,
Massachusetts
| USD 99.1 M | USD 0 | 2 | 8.74% | Mantenido |
|
| 1072 |
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| USD 99.1 M | -USD 20.5 k | 12 | 5.12% | Reducidas |
|
| 1073 |
Parker Investment Management
Menlo Park,
California
| USD 99 M | -USD 37.7 M | 6 | 17.03% | Reducidas |
|
| 1074 |
SAI
Systematic Alpha Investments
Princeton,
New Jersey
| USD 99 M | +USD 96.4 M | 6 | 10.78% | Nuevas |
|
| 1075 |
SouthState Corp
Winter Haven,
Florida
| USD 98.8 M | -USD 4.35 M | 7 | 9.72% | Reducidas |
|