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 |
Kimelman & Baird
New York
| USD 187 M | -USD 19.7 M | 8 | 15.26% | Reducidas |
|
| 1052 |
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| USD 187 M | -USD 757 k | 11 | 7.24% | Reducidas |
|
| 1053 |
CreativeOne Wealth
Overland Park,
Kansas
| USD 187 M | +USD 10.3 M | 15 | 4.91% | Aumentadas |
|
| 1054 |
Grace & Mercy Foundation
New York
| USD 187 M | -USD 10 M | 3 | 38.76% | Reducidas |
|
| 1055 |
Cortland Associates
St Louis,
Missouri
| USD 187 M | -USD 21.8 M | 5 | 21.78% | Reducidas |
|
| 1056 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 187 M | -USD 24 M | 6 | 8.27% | Reducidas |
|
| 1057 |
McDaniel Terry & Co
Austin,
Texas
| USD 186 M | -USD 1.99 M | 6 | 15.22% | Reducidas |
|
| 1058 |
Hosking Partners
London,
United Kingdom
| USD 186 M | -USD 2.5 M | 2 | 7.4% | Reducidas |
|
| 1059 |
MGO One Seven
Beachwood,
Ohio
| USD 186 M | +USD 11 M | 17 | 5.97% | Aumentadas |
|
| 1060 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 186 M | +USD 831 k | 6 | 2.39% | Aumentadas |
|
| 1061 |
Soltis Investment Advisors
St. George,
Utah
| USD 185 M | +USD 25.8 M | 9 | 14.54% | Aumentadas |
|
| 1062 |
Spyglass Capital Management
San Francisco,
California
| USD 184 M | +USD 3.57 M | 2 | 10.88% | Aumentadas |
|
| 1063 |
MUFG Securities Americas
New York
| USD 184 M | +USD 32.9 M | 9 | 15.78% | Aumentadas |
|
| 1064 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 184 M | -USD 51.8 M | 1 | 1.77% | Reducidas |
|
| 1065 |
Giverny Capital
Montreal,
Quebec, Canada
| USD 184 M | +USD 4.02 M | 4 | 6.32% | Aumentadas |
|
| 1066 |
U.S. Capital Wealth Advisors
Austin,
Texas
| USD 184 M | -USD 3.22 M | 12 | 5.38% | Reducidas |
|
| 1067 |
Grimes & Company
Westborough,
Massachusetts
| USD 183 M | -USD 8.14 M | 8 | 4.99% | Reducidas |
|
| 1068 |
Avity Investment Management
Greenwich,
Connecticut
| USD 183 M | -USD 4.47 M | 6 | 13.62% | Reducidas |
|
| 1069 |
Atika Capital Management
New York
| USD 183 M | +USD 45.9 M | 4 | 18.33% | Aumentadas |
|
| 1070 |
J.M. Forbes & Co
Boston,
Massachusetts
| USD 183 M | -USD 530 k | 6 | 16.75% | Reducidas |
|
| 1071 |
ALPS Advisors
Denver,
Colorado
| USD 183 M | -USD 7.26 M | 12 | 1.06% | Reducidas |
|
| 1072 |
Narwhal Capital Management
Marietta,
Georgia
| USD 183 M | -USD 2.73 M | 5 | 14.68% | Reducidas |
|
| 1073 |
Atria Wealth Solutions
New York
| USD 183 M | -USD 214 M | 14 | 4.13% | Reducidas |
|
| 1074 |
Albion Financial Group
Salt Lake City,
Utah
| USD 182 M | -USD 22.5 M | 15 | 11.89% | Reducidas |
|
| 1075 |
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 182 M | -USD 3.35 M | 7 | 14.08% | Reducidas |
|