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 |
GTS Securities
Miami,
Florida
| USD 215 M | +USD 82.2 M | 11 | 7.34% | Aumentadas |
|
| 1102 |
Focused Investors
Los Angeles,
California
| USD 215 M | -USD 7.08 M | 2 | 6.85% | Reducidas |
|
| 1103 |
Steginsky Capital
Port Washington,
New York
| USD 215 M | -USD 2.34 M | 2 | 36.25% | Reducidas |
|
| 1104 |
Suvretta Capital Management
New York
| USD 215 M | +USD 48 M | 3 | 4.41% | Aumentadas |
|
| 1105 |
Sherman Porfolios
Coeur D'alene,
Idaho
| USD 214 M | +USD 219 M | 6 | 14.61% | Aumentadas |
|
| 1106 |
Montag & Associates
Atlanta,
Georgia
| USD 214 M | -USD 8.44 M | 17 | 9.77% | Reducidas |
|
| 1107 |
Kintegral Advisory
New York
| USD 214 M | -USD 5.74 M | 9 | 18.12% | Reducidas |
|
| 1108 |
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 214 M | -USD 6.97 M | 13 | 10.29% | Reducidas |
|
| 1109 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 214 M | -USD 2.84 M | 4 | 22.35% | Reducidas |
|
| 1110 |
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 214 M | -USD 10.2 M | 6 | 14.81% | Reducidas |
|
| 1111 |
BFO
Boston Family Office
Boston,
Massachusetts
| USD 213 M | -USD 2.05 M | 6 | 13.47% | Reducidas |
|
| 1112 |
SCI
S&CO Inc
Boston,
Massachusetts
| USD 212 M | +USD 2.2 M | 7 | 13.19% | Aumentadas |
|
| 1113 |
Soltis Investment Advisors
St. George,
Utah
| USD 212 M | +USD 23.2 M | 11 | 13.95% | Aumentadas |
|
| 1114 |
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 212 M | -USD 4.45 M | 7 | 16.19% | Reducidas |
|
| 1115 |
Delta Asset Management
Memphis,
Tennessee
| USD 211 M | -USD 3.66 M | 11 | 18.13% | Reducidas |
|
| 1116 |
Hollencrest Capital Management
Newport Beach,
California
| USD 210 M | -USD 1.61 M | 21 | 7.24% | Reducidas |
|
| 1117 |
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| USD 210 M | +USD 21.3 M | 9 | 5.04% | Aumentadas |
|
| 1118 |
Kimelman & Baird
New York
| USD 210 M | -USD 2.72 M | 8 | 16.13% | Reducidas |
|
| 1119 |
Sienna Gestion
Paris,
France
| USD 210 M | -USD 15.2 M | 7 | 12.46% | Reducidas |
|
| 1120 |
Avenir Corporation
Alexandria,
Virginia
| USD 210 M | -USD 4.75 M | 4 | 22.76% | Reducidas |
|
| 1121 |
Hamilton Capital Partners (Canada)
Toronto,
| USD 209 M | +USD 9.32 M | 5 | 7.69% | Aumentadas |
|
| 1122 |
Washington Trust Advisors
Wellesley,
Massachusetts
| USD 208 M | -USD 2.77 M | 10 | 15.92% | Reducidas |
|
| 1123 |
Avity Investment Management
Greenwich,
Connecticut
| USD 208 M | -USD 2.4 M | 6 | 14.61% | Reducidas |
|
| 1124 |
GAMCO Investors
Greenwich,
Connecticut
| USD 208 M | +USD 287 k | 11 | 2% | Aumentadas |
|
| 1125 |
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| USD 207 M | +USD 1.1 M | 6 | 8.62% | Aumentadas |
|