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 | |
|---|---|---|---|---|---|---|---|
| 1201 |
Moors & Cabot
Boston,
Massachusetts
| USD 49 M | +USD 3.41 M | 11 | 6.21% | Aumentadas |
|
| 1202 |
AJ
Ashburton (Jersey)
St Helier,
Jersey
| USD 49 M | +USD 237 k | 8 | 23.29% | Aumentadas |
|
| 1203 |
NewEdge Advisors
New Orleans,
Louisiana
| USD 49 M | -USD 142 k | 10 | 3% | Reducidas |
|
| 1204 |
CPH
C Partners Holding
Zurich,
Switzerland
| USD 48.9 M | -USD 4.95 M | 2 | 16.02% | Reducidas |
|
| 1205 |
Twin Tree Management
Dallas,
Texas
| USD 48.9 M | +USD 30.9 M | 10 | 0.24% | Aumentadas |
|
| 1206 |
DAM
Davis Asset Management
Sausalito,
California
| USD 48.8 M | +USD 4.31 M | 2 | 3.87% | Aumentadas |
|
| 1207 |
Arrow Financial
Glens Falls,
New York
| USD 48.7 M | -USD 372 k | 6 | 10.47% | Reducidas |
|
| 1208 |
Corvex Management
New York
| USD 48.7 M | -USD 50.9 M | 1 | 1.84% | Reducidas |
|
| 1209 |
Essex Investment Management
Boston,
Massachusetts
| USD 48.7 M | +USD 3.94 M | 8 | 6.68% | Aumentadas |
|
| 1210 |
Main Street Research
Lakeville,
Connecticut
| USD 48.7 M | +USD 22.1 M | 6 | 10.95% | Aumentadas |
|
| 1211 |
KIP
Kayak Investment Partners
San Francisco,
California
| USD 48.6 M | +USD 12.2 M | 3 | 34.22% | Aumentadas |
|
| 1212 |
Patten & Patten
Chattanooga,
Tennessee
| USD 48.4 M | -USD 188 k | 7 | 5.23% | Reducidas |
|
| 1213 |
Reilly Financial Advisors
La Mesa,
California
| USD 48.3 M | -USD 303 k | 13 | 6.05% | Reducidas |
|
| 1214 |
TEC
Tiger Eye Capital
Nashville,
Tennessee
| USD 48.3 M | +USD 11.3 M | 4 | 10.06% | Aumentadas |
|
| 1215 |
KCM
Kingstown Capital Management
New York
| USD 48.3 M | +USD 4.34 M | 1 | 8.79% | Aumentadas |
|
| 1216 |
YCG LLC
Austin,
Texas
| USD 48.2 M | +USD 1.43 M | 2 | 7.59% | Aumentadas |
|
| 1217 |
PHAM
Portland Hill Asset Management
London,
United Kingdom
| USD 48.2 M | +USD 1.28 M | 4 | 35.24% | Aumentadas |
|
| 1218 |
Sepio Capital
Salt Lake City,
Utah
| USD 48.1 M | -USD 922 k | 6 | 6.5% | Reducidas |
|
| 1219 |
Highstreet Asset Management
London,
Ontario, Canada
| USD 47.8 M | -USD 21.8 M | 8 | 2.31% | Reducidas |
|
| 1220 |
Osborne Partners Capital Management
San Francisco,
California
| USD 47.8 M | -USD 1.15 M | 7 | 9.15% | Reducidas |
|
| 1221 |
Cadinha & Co
Honolulu,
Hawaii
| USD 47.5 M | +USD 5 M | 4 | 8.59% | Aumentadas |
|
| 1222 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
| USD 47.4 M | -USD 294 k | 13 | 19.35% | Reducidas |
|
| 1223 |
WI
Wintrust Investments
Chicago,
Illinois
| USD 47.4 M | +USD 5.16 M | 7 | 7.18% | Aumentadas |
|
| 1224 |
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 47.3 M | +USD 420 k | 6 | 12.47% | Aumentadas |
|
| 1225 |
Payden & Rygel
Los Angeles,
California
| USD 47.3 M | -USD 863 k | 5 | 3.24% | Reducidas |
|