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 |
Talbot Financial
Bellevue,
Washington
| USD 122 M | -USD 1.82 M | 4 | 21.3% | Reducidas |
|
| 1052 |
Albion Financial Group
Salt Lake City,
Utah
| USD 122 M | -USD 4.36 M | 15 | 11.27% | Reducidas |
|
| 1053 |
Apollon Wealth Management
Mount Pleasant,
South Carolina
| USD 122 M | -USD 26.1 M | 9 | 6.12% | Reducidas |
|
| 1054 |
Clough Capital Partners
Boston,
Massachusetts
| USD 121 M | +USD 17.8 M | 3 | 13.03% | Aumentadas |
|
| 1055 |
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 121 M | -USD 4.42 M | 6 | 12.43% | Reducidas |
|
| 1056 |
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| USD 121 M | -USD 1.92 M | 2 | 57.35% | Reducidas |
|
| 1057 |
MAM
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 121 M | -USD 548 k | 7 | 14.15% | Reducidas |
|
| 1058 |
Burney Company
Reston,
Virginia
| USD 120 M | +USD 17.9 M | 10 | 5.63% | Aumentadas |
|
| 1059 |
Dorsey Asset Management
Chicago,
Illinois
| USD 120 M | +USD 22 M | 1 | 15.63% | Aumentadas |
|
| 1060 |
Peninsula Wealth
San Francisco,
California
| USD 119 M | +USD 72.2 M | 7 | 27.96% | Aumentadas |
|
| 1061 |
Central Securities
New York
| USD 119 M | USD 0 | 3 | 14.56% | Mantenido |
|
| 1062 |
Tybourne Capital Management
Hong Kong
| USD 119 M | -USD 77.8 M | 3 | 16.67% | Reducidas |
|
| 1063 |
Twin Tree Management
Dallas,
Texas
| USD 119 M | +USD 6.32 M | 11 | 0.27% | Aumentadas |
|
| 1064 |
BFO
Boston Family Office
Boston,
Massachusetts
| USD 119 M | -USD 310 k | 6 | 9.75% | Reducidas |
|
| 1065 |
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 119 M | +USD 906 k | 7 | 12.43% | Aumentadas |
|
| 1066 |
Provident Investment Management
Novi,
Michigan
| USD 118 M | -USD 2 M | 4 | 12.98% | Reducidas |
|
| 1067 |
Congress Wealth Management
Boston,
Massachusetts
| USD 117 M | -USD 1.5 M | 7 | 2.42% | Reducidas |
|
| 1068 |
MCI
McDonald Capital Investors
Orinda,
California
| USD 117 M | -USD 2 M | 3 | 9.11% | Reducidas |
|
| 1069 |
Prospera Financial Services
Dallas,
Texas
| USD 117 M | +USD 3.69 M | 10 | 4.51% | Aumentadas |
|
| 1070 |
Himension Capital (Singapore)
Singapore
| USD 116 M | +USD 27.5 M | 4 | 11.96% | Aumentadas |
|
| 1071 |
Compass Capital Management
Minneapolis,
Minnesota
| USD 116 M | -USD 7.93 M | 3 | 9.12% | Reducidas |
|
| 1072 |
Caprock Group
Boise,
Idaho
| USD 116 M | -USD 200 k | 11 | 8.78% | Reducidas |
|
| 1073 |
Junto Capital Management
New York
| USD 116 M | +USD 31.6 M | 3 | 2.74% | Aumentadas |
|
| 1074 |
Dock Street Asset Management
Palm Beach,
Florida
| USD 116 M | +USD 887 k | 4 | 20.27% | Aumentadas |
|
| 1075 |
Brandes Investment Partners
La Jolla,
California
| USD 115 M | +USD 9.34 M | 3 | 2.25% | Aumentadas |
|