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 | |
|---|---|---|---|---|---|---|---|
| 1101 |
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 76.4 M | -USD 5.75 M | 5 | 13.15% | Reducidas |
|
| 1102 |
Schwartz Investment Counsel
Plymouth,
Michigan
| USD 76.3 M | -USD 108 k | 1 | 3.46% | Reducidas |
|
| 1103 |
Moneta Group Investment Advisors
St Louis,
Missouri
| USD 76.2 M | -USD 5.87 M | 7 | 2.09% | Reducidas |
|
| 1104 |
Bell Asset Management
Melbourne,
Australia
| USD 76.1 M | +USD 3.99 M | 4 | 14.24% | Aumentadas |
|
| 1105 |
SCI
S&CO Inc
Boston,
Massachusetts
| USD 76 M | -USD 1.03 M | 7 | 6.65% | Reducidas |
|
| 1106 |
Mission Wealth Management
Santa Barbara,
California
| USD 75.8 M | -USD 1.8 M | 10 | 3.62% | Reducidas |
|
| 1107 |
Cary Street Partners Investment Advisory
Richmond,
Virginia
| USD 75.5 M | -USD 1.21 M | 21 | 5.56% | Reducidas |
|
| 1108 |
Fullerton Fund Management
Singapore
| USD 75.4 M | -USD 76.5 M | 3 | 5.62% | Reducidas |
|
| 1109 |
Beacon Investment Advisory Services
Morristown,
New Jersey
| USD 75.4 M | +USD 1.01 M | 8 | 3.86% | Aumentadas |
|
| 1110 |
Taikang Asset Management (HK)
Hong Kong
| USD 75.3 M | +USD 9.27 M | 5 | 15.88% | Aumentadas |
|
| 1111 |
Caprock Group
Boise,
Idaho
| USD 75.3 M | +USD 22.7 k | 12 | 7.01% | Aumentadas |
|
| 1112 |
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 75.3 M | -USD 132 k | 21 | 9.23% | Reducidas |
|
| 1113 |
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 75.3 M | -USD 4.58 M | 2 | 13.33% | Reducidas |
|
| 1114 |
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 75.2 M | +USD 246 k | 4 | 7.49% | Aumentadas |
|
| 1115 |
ArchPoint Investors
Coral Gables,
Florida
| USD 74.7 M | -USD 7.04 M | 4 | 35.36% | Reducidas |
|
| 1116 |
Valiant Capital Management
San Francisco,
California
| USD 74.7 M | +USD 187 k | 2 | 11.47% | Aumentadas |
|
| 1117 |
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 74.6 M | +USD 5.11 M | 15 | 8.84% | Aumentadas |
|
| 1118 |
Cumberland Partners
Toronto,
Ontario, Canada
| USD 74.5 M | -USD 15.8 M | 5 | 7.86% | Reducidas |
|
| 1119 |
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| USD 74.5 M | -USD 2.93 M | 1 | 4.26% | Reducidas |
|
| 1120 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 74.5 M | -USD 272 k | 3 | 13.44% | Reducidas |
|
| 1121 |
Ensemble Capital Management
San Francisco,
California
| USD 74.4 M | +USD 8.82 M | 1 | 7.72% | Aumentadas |
|
| 1122 |
Level Four Advisory Services
Dallas,
Texas
| USD 74.4 M | +USD 14.8 M | 9 | 5.52% | Aumentadas |
|
| 1123 |
JC
JBF Capital
Aspen,
Colorado
| USD 74.2 M | -USD 3.65 M | 4 | 18.3% | Reducidas |
|
| 1124 |
Addenda Capital
Montreal,
Quebec, Canada
| USD 74.1 M | +USD 787 k | 7 | 3.22% | Aumentadas |
|
| 1125 |
SCS Capital Management
Boston,
Massachusetts
| USD 74.1 M | -USD 388 k | 4 | 2.18% | Reducidas |
|