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 |
Northstar Investment Advisors
Denver,
Colorado
| USD 66.4 M | +USD 1.27 M | 6 | 14.07% | Aumentadas |
|
| 1202 |
Giverny Capital
Montreal,
Quebec, Canada
| USD 66.4 M | +USD 8.17 M | 4 | 6.6% | Aumentadas |
|
| 1203 |
DP
DSAM Partners
London,
United Kingdom
| USD 66.2 M | -USD 47.5 M | 5 | 17.28% | Reducidas |
|
| 1204 |
Spyglass Capital Management
San Francisco,
California
| USD 66.2 M | +USD 23.1 M | 1 | 4.1% | Aumentadas |
|
| 1205 |
BloombergSen
Toronto,
Ontario, Canada
| USD 66.1 M | -USD 3.04 M | 1 | 4.58% | Reducidas |
|
| 1206 |
BIC
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| USD 66.1 M | -USD 4.01 M | 6 | 8.84% | Reducidas |
|
| 1207 |
Vigilant Capital Management
Portland,
Maine
| USD 66 M | -USD 1.47 M | 8 | 8.03% | Reducidas |
|
| 1208 |
J. Arnold Wealth Management
Youngstown,
Ohio
| USD 66 M | +USD 37.8 M | 3 | 55.21% | Aumentadas |
|
| 1209 |
Wealthstreet Investment Advisors
Dallas,
Texas
| USD 65.8 M | +USD 1.78 M | 9 | 8.06% | Aumentadas |
|
| 1210 |
Valeo Financial Advisors
Carmel,
Indiana
| USD 65.7 M | +USD 1.84 M | 22 | 5.98% | Aumentadas |
|
| 1211 |
Think Investments
San Francisco,
California
| USD 65.5 M | USD 0 | 2 | 16.12% | Mantenido |
|
| 1212 |
Caprock Group
Boise,
Idaho
| USD 65.3 M | +USD 6.68 M | 11 | 9.82% | Aumentadas |
|
| 1213 |
Tradewinds Capital Management
Bellingham,
Washington
| USD 65.3 M | -USD 792 k | 15 | 16.82% | Reducidas |
|
| 1214 |
KCM
Kingdon Capital Management
New York
| USD 65.2 M | -USD 27.4 M | 2 | 5.94% | Reducidas |
|
| 1215 |
Owl Creek Asset Management
New York
| USD 65.2 M | +USD 7.13 M | 1 | 4.98% | Aumentadas |
|
| 1216 |
Cadinha & Co
Honolulu,
Hawaii
| USD 65 M | -USD 328 k | 4 | 11.05% | Reducidas |
|
| 1217 |
Dorsey Asset Management
Chicago,
Illinois
| USD 65 M | -USD 1.15 M | 1 | 10.5% | Reducidas |
|
| 1218 |
Professional Advisory Services
Vero Beach,
Florida
| USD 64.8 M | +USD 270 k | 6 | 12.47% | Aumentadas |
|
| 1219 |
Gifford Fong Associates
Lafayette,
California
| USD 64.8 M | -USD 7.57 M | 6 | 19.63% | Reducidas |
|
| 1220 |
CapWealth Advisors
Franklin,
Tennessee
| USD 64.7 M | -USD 385 k | 5 | 9.14% | Reducidas |
|
| 1221 |
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 64.6 M | -USD 1.3 M | 6 | 8.02% | Reducidas |
|
| 1222 |
BCM
Bluefin Capital Management
New York
| USD 64.4 M | +USD 24.1 M | 5 | 5.42% | Aumentadas |
|
| 1223 |
1ST Source Bank
South Bend,
Indiana
| USD 64.3 M | -USD 674 k | 6 | 5.53% | Reducidas |
|
| 1224 |
Simmons Bank
Pine Bluff,
Arkansas
| USD 64.2 M | -USD 2.97 M | 8 | 5.3% | Reducidas |
|
| 1225 |
Wedgewood Partners
St Louis,
Missouri
| USD 64.1 M | -USD 4.22 M | 3 | 10.86% | Reducidas |
|