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 | |
|---|---|---|---|---|---|---|---|
| 1226 |
GPC
Guardian Point Capital
Charlottesville,
Virginia
| USD 40.8 M | -USD 21.5 M | 2 | 18.21% | Reducidas |
|
| 1227 |
FFH
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| USD 40.8 M | USD 0 | 1 | 2.03% | Mantenido |
|
| 1228 |
CDH
Charles D. Hyman
| USD 40.7 M | +USD 836 k | 6 | 4.69% | Aumentadas |
|
| 1229 |
Edge Wealth Management
New York
| USD 40.6 M | -USD 4.18 M | 10 | 10.78% | Reducidas |
|
| 1230 |
Valley Wealth Managers
Paramus,
New Jersey
| USD 40.5 M | -USD 1.34 M | 5 | 4.93% | Reducidas |
|
| 1231 |
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 40.4 M | -USD 7.9 M | 5 | 6.71% | Reducidas |
|
| 1232 |
Central Securities
New York
| USD 40.4 M | +USD 2.21 M | 3 | 6.66% | Aumentadas |
|
| 1233 |
Kayak Investment Partners
San Francisco,
California
| USD 40.3 M | -USD 16.5 M | 3 | 33.32% | Reducidas |
|
| 1234 |
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| USD 40.3 M | USD 0 | 9 | 7.17% | Mantenido |
|
| 1235 |
Murphy Capital Management
Bedminster,
New Jersey
| USD 40.1 M | +USD 235 k | 8 | 5.69% | Aumentadas |
|
| 1236 |
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 40.1 M | -USD 12.6 M | 6 | 8.18% | Reducidas |
|
| 1237 |
Weatherly Asset Management
Del Mar,
California
| USD 40.1 M | +USD 728 k | 7 | 9.5% | Aumentadas |
|
| 1238 |
WEC
White Elm Capital
Greenwich,
Connecticut
| USD 40 M | -USD 4.2 M | 2 | 8.78% | Reducidas |
|
| 1239 |
Ensemble Capital Management
San Francisco,
California
| USD 39.9 M | +USD 110 k | 3 | 7.47% | Aumentadas |
|
| 1240 |
RBF Capital
San Francisco,
California
| USD 39.9 M | -USD 1.42 M | 7 | 4.76% | Reducidas |
|
| 1241 |
Traynor Capital Management
Malvern,
Pennsylvania
| USD 39.9 M | +USD 2.53 M | 8 | 16.18% | Aumentadas |
|
| 1242 |
CC
Carbonado Capital
New York
| USD 39.8 M | -USD 7.15 M | 1 | 9.63% | Reducidas |
|
| 1243 |
EP Wealth Advisors
Torrance,
California
| USD 39.8 M | +USD 4.89 M | 5 | 3.85% | Aumentadas |
|
| 1244 |
Psagot Value Holdings
Tel Aviv,
Israel
| USD 39.8 M | +USD 18 M | 7 | 1.72% | Aumentadas |
|
| 1245 |
Callahan Advisors
Houston,
Texas
| USD 39.8 M | -USD 410 k | 5 | 8.16% | Reducidas |
|
| 1246 |
Cadinha & Co
Honolulu,
Hawaii
| USD 39.8 M | -USD 674 k | 5 | 8.02% | Reducidas |
|
| 1247 |
Towle & Co
Denver,
Colorado
| USD 39.6 M | +USD 4.73 M | 1 | 4.2% | Aumentadas |
|
| 1248 |
Dubuque Bank & Trust
Dubuque,
Iowa
| USD 39.6 M | -USD 3.54 M | 8 | 6.41% | Reducidas |
|
| 1249 |
Schonfeld Strategic Advisors
New York
| USD 39.6 M | +USD 25.2 M | 7 | 2.97% | Aumentadas |
|
| 1250 |
Chicago Capital
Chicago,
Illinois
| USD 39.6 M | +USD 40.4 M | 6 | 5.28% | Nuevas |
|