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 | |
|---|---|---|---|---|---|---|---|
| 1251 |
Matrix Asset Advisors
White Plains,
New York
| USD 88.9 M | -USD 2.29 M | 4 | 12.24% | Reducidas |
|
| 1252 |
E Fund Management
Guangzhou,
China
| USD 88.7 M | -USD 11 M | 9 | 7.01% | Reducidas |
|
| 1253 |
Valley Wealth Managers
Paramus,
New Jersey
| USD 88.6 M | -USD 4.69 M | 10 | 7.96% | Reducidas |
|
| 1254 |
Wedgewood Partners
St Louis,
Missouri
| USD 88.3 M | -USD 4.31 M | 4 | 14.24% | Reducidas |
|
| 1255 |
Redpoint Management
Woodside,
California
| USD 87.9 M | USD 0 | 1 | 13.71% | Mantenido |
|
| 1256 |
KC
KCL Capital
New York
| USD 87.8 M | -USD 11.4 M | 3 | 12.29% | Reducidas |
|
| 1257 |
Parker Investment Management
Menlo Park,
California
| USD 87.5 M | -USD 810 k | 4 | 14.1% | Reducidas |
|
| 1258 |
Weatherly Asset Management
Del Mar,
California
| USD 87.1 M | -USD 1.19 M | 6 | 10.16% | Reducidas |
|
| 1259 |
DDD Partners
Bellevue,
Washington
| USD 86.9 M | -USD 3.14 M | 5 | 12.03% | Reducidas |
|
| 1260 |
JWBC
J.W. Burns & Co
Dewitt,
New York
| USD 86.8 M | +USD 278 k | 5 | 13.91% | Aumentadas |
|
| 1261 |
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| USD 86.7 M | -USD 18.5 M | 1 | 4.56% | Reducidas |
|
| 1262 |
MCM
McKinley Capital Management
Anchorage,
Alaska
| USD 86.7 M | -USD 3.76 M | 4 | 11.59% | Reducidas |
|
| 1263 |
Junto Capital Management
New York
| USD 86.5 M | +USD 39.1 M | 2 | 2.19% | Aumentadas |
|
| 1264 |
L1 Capital
Melbourne VIC 3000,
Australia
| USD 86.3 M | +USD 58.6 M | 1 | 10.39% | Aumentadas |
|
| 1265 |
Penn Davis McFarland
Dallas,
Texas
| USD 86.3 M | -USD 2.01 M | 4 | 15.37% | Reducidas |
|
| 1266 |
American National Bank & Trust
Wichita Falls,
Texas
| USD 86.3 M | +USD 1.2 M | 10 | 14.52% | Aumentadas |
|
| 1267 |
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 86.2 M | +USD 30.8 M | 5 | 12.64% | Aumentadas |
|
| 1268 |
Andra AP-fonden
Goteborg,
Sweden
| USD 85.9 M | +USD 5.13 M | 13 | 2.17% | Aumentadas |
|
| 1269 |
Southeast Asset Advisors
Thomasville,
Georgia
| USD 85.8 M | -USD 1.38 M | 6 | 12.21% | Reducidas |
|
| 1270 |
Rothschild Investment LLC
Chicago,
Illinois
| USD 85.6 M | +USD 1.81 M | 7 | 7.13% | Aumentadas |
|
| 1271 |
IHT Wealth Management
Chicago,
Illinois
| USD 85.2 M | +USD 342 k | 10 | 4.44% | Aumentadas |
|
| 1272 |
Osborne Partners Capital Management
San Francisco,
California
| USD 85.2 M | -USD 738 k | 7 | 6.15% | Reducidas |
|
| 1273 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| USD 85.1 M | -USD 2.18 M | 6 | 6.05% | Reducidas |
|
| 1274 |
LCM
Lionstone Capital Management
New York
| USD 85 M | USD 0 | 2 | 25.14% | Mantenido |
|
| 1275 |
Grassi Investment Management
Santa Clara,
California
| USD 85 M | -USD 247 k | 7 | 9.35% | Reducidas |
|