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 |
CWA Asset Management Group
Naples,
Florida
| USD 125 M | +USD 8.75 M | 7 | 8.54% | Aumentadas |
|
| 1102 |
TenCore Partners
New York
| USD 125 M | -USD 23.6 M | 3 | 36.98% | Reducidas |
|
| 1103 |
J. Goldman & Co
New York
| USD 124 M | -USD 45.5 M | 7 | 5.04% | Reducidas |
|
| 1104 |
Compass Capital Management
Minneapolis,
Minnesota
| USD 124 M | -USD 6.55 M | 3 | 8.8% | Reducidas |
|
| 1105 |
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 124 M | -USD 25.7 M | 6 | 2.25% | Reducidas |
|
| 1106 |
Empirical Wealth Management
Seattle,
Washington
| USD 123 M | +USD 3.15 M | 8 | 4.1% | Aumentadas |
|
| 1107 |
WestEnd Advisors
Charlotte,
North Carolina
| USD 123 M | -USD 2.66 M | 9 | 3.38% | Reducidas |
|
| 1108 |
Richard Bernstein Advisors
New York
| USD 123 M | -USD 2.8 M | 6 | 2.73% | Reducidas |
|
| 1109 |
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 123 M | +USD 1.28 M | 9 | 9.43% | Aumentadas |
|
| 1110 |
UAM
UAS Asset Management
New York
| USD 123 M | +USD 9.9 M | 3 | 31.2% | Aumentadas |
|
| 1111 |
Ritholtz Wealth Management
New York
| USD 123 M | +USD 79.5 k | 9 | 4.76% | Aumentadas |
|
| 1112 |
Ulysses Management
New York
| USD 123 M | -USD 307 k | 3 | 10.74% | Reducidas |
|
| 1113 |
Clearstead Advisors
Cleveland,
Ohio
| USD 122 M | +USD 1.67 M | 18 | 6.48% | Aumentadas |
|
| 1114 |
Bridgeway Capital Management
Houston,
Texas
| USD 122 M | +USD 3.48 M | 10 | 2.62% | Aumentadas |
|
| 1115 |
Renaissance Group
Covington,
Kentucky
| USD 122 M | -USD 5.03 M | 7 | 5.05% | Reducidas |
|
| 1116 |
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 122 M | -USD 242 k | 5 | 15.97% | Reducidas |
|
| 1117 |
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 122 M | -USD 2.63 M | 6 | 6.74% | Reducidas |
|
| 1118 |
Roberts Wealth Advisors
Palo Alto,
California
| USD 121 M | -USD 1.38 M | 6 | 18.9% | Reducidas |
|
| 1119 |
IMC Chicago
Chicago,
Illinois
| USD 121 M | +USD 59.7 M | 8 | 0.08% | Aumentadas |
|
| 1120 |
TCIM
TOMS Capital Investment Management
New York
| USD 121 M | -USD 45.5 M | 1 | 5.02% | Reducidas |
|
| 1121 |
SCA
Sander Capital Advisors
Seattle,
Washington
| USD 121 M | +USD 2.46 M | 4 | 62.01% | Aumentadas |
|
| 1122 |
Dorsey Asset Management
Chicago,
Illinois
| USD 121 M | -USD 6.78 M | 1 | 15.54% | Reducidas |
|
| 1123 |
Two Creeks Capital Management
New York
| USD 121 M | -USD 7.11 M | 2 | 7.56% | Reducidas |
|
| 1124 |
TRB Advisors
New York
| USD 120 M | +USD 53.4 M | 1 | 31.8% | Aumentadas |
|
| 1125 |
Woodstock Corp
Boston,
Massachusetts
| USD 120 M | -USD 870 k | 8 | 13.9% | Reducidas |
|