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 |
UAM
UAS Asset Management
New York
| USD 175 M | +USD 12.9 M | 3 | 38.23% | Aumentadas |
|
| 1102 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 175 M | +USD 4.77 M | 7 | 8.73% | Aumentadas |
|
| 1103 |
Kimelman & Baird
New York
| USD 175 M | -USD 5.18 M | 8 | 14.4% | Reducidas |
|
| 1104 |
BFO
Boston Family Office
Boston,
Massachusetts
| USD 175 M | -USD 9.26 M | 6 | 11.62% | Reducidas |
|
| 1105 |
Kintegral Advisory
New York
| USD 174 M | -USD 8.49 M | 9 | 16.5% | Reducidas |
|
| 1106 |
New Age Alpha Advisors
Rye,
New York
| USD 173 M | -USD 26.9 M | 14 | 8.08% | Reducidas |
|
| 1107 |
Osborne Partners Capital Management
San Francisco,
California
| USD 173 M | +USD 19.5 M | 7 | 9.13% | Aumentadas |
|
| 1108 |
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 172 M | +USD 8.43 M | 5 | 34.11% | Aumentadas |
|
| 1109 |
Meridiem Capital Partners
Dallas,
Texas
| USD 172 M | -USD 69.6 M | 6 | 11.24% | Reducidas |
|
| 1110 |
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 172 M | -USD 17 M | 5 | 8.38% | Reducidas |
|
| 1111 |
GW&K Investment Management
Boston,
Massachusetts
| USD 172 M | -USD 22.3 M | 13 | 1.52% | Reducidas |
|
| 1112 |
Graham Capital Management
Rowayton,
Connecticut
| USD 172 M | +USD 87 M | 14 | 4.15% | Aumentadas |
|
| 1113 |
Cyndeo Wealth Partners
St. Petersburg,
Florida
| USD 172 M | +USD 8.95 M | 7 | 9.04% | Aumentadas |
|
| 1114 |
Chicago Partners Investment Group
Chicago,
Illinois
| USD 172 M | +USD 12.4 M | 22 | 3.84% | Aumentadas |
|
| 1115 |
Avenir Corporation
Alexandria,
Virginia
| USD 172 M | -USD 1.58 M | 3 | 20.92% | Reducidas |
|
| 1116 |
MayTech Global Investments
New York
| USD 171 M | -USD 3.05 M | 3 | 20.89% | Reducidas |
|
| 1117 |
Ascent Group
Virginia Beach,
Virginia
| USD 170 M | -USD 4.91 M | 13 | 5.89% | Reducidas |
|
| 1118 |
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 170 M | -USD 2.05 M | 6 | 12.02% | Reducidas |
|
| 1119 |
Armistice Capital
New York
| USD 170 M | -USD 90.3 M | 7 | 3.03% | Reducidas |
|
| 1120 |
Provident Investment Management
Novi,
Michigan
| USD 170 M | +USD 412 k | 5 | 16.87% | Aumentadas |
|
| 1121 |
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| USD 170 M | +USD 15.3 M | 8 | 3.44% | Aumentadas |
|
| 1122 |
JC
Joho Capital
New York
| USD 170 M | -USD 20.8 M | 2 | 45.49% | Reducidas |
|
| 1123 |
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 170 M | -USD 10.4 M | 6 | 17.7% | Reducidas |
|
| 1124 |
AlTi Global
New York
| USD 169 M | +USD 3.46 M | 10 | 3.68% | Aumentadas |
|
| 1125 |
Formuepleje A/S
Aarhus C,
Denmark
| USD 169 M | -USD 75.5 M | 3 | 15.35% | Reducidas |
|