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 | |
|---|---|---|---|---|---|---|---|
| 1301 |
CapWealth Advisors
Franklin,
Tennessee
| USD 69 M | -USD 4.49 M | 3 | 8.22% | Reducidas |
|
| 1302 |
DDD Partners
Bellevue,
Washington
| USD 68.8 M | -USD 2.73 M | 5 | 13.56% | Reducidas |
|
| 1303 |
De Burlo Group
Boston,
Massachusetts
| USD 68.8 M | +USD 2 M | 4 | 11.24% | Aumentadas |
|
| 1304 |
Voleon Capital Management
Berkeley,
California
| USD 68.6 M | +USD 66.4 M | 2 | 7.33% | Nuevas |
|
| 1305 |
Keel Point
Huntsville,
Alabama
| USD 68.4 M | +USD 5.9 M | 8 | 6.09% | Aumentadas |
|
| 1306 |
SCA
Sander Capital Advisors
Seattle,
Washington
| USD 68.4 M | -USD 7.49 M | 3 | 32.81% | Reducidas |
|
| 1307 |
Anderson Hoagland & Co
St Louis,
Missouri
| USD 68.3 M | +USD 13.8 M | 4 | 10.83% | Aumentadas |
|
| 1308 |
Hartline Investment Corp
Winnetka,
Illinois
| USD 68.3 M | -USD 1.21 M | 8 | 9.79% | Reducidas |
|
| 1309 |
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| USD 68.2 M | -USD 5.55 M | 2 | 12.1% | Reducidas |
|
| 1310 |
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| USD 67.9 M | +USD 66.2 M | 4 | 43.28% | Nuevas |
|
| 1311 |
Donor Advised Charitable Giving
San Francisco,
California
| USD 67.8 M | +USD 71.3 M | 5 | 9.24% | Aumentadas |
|
| 1312 |
Webster Bank
Waterbury,
Connecticut
| USD 67.8 M | +USD 1.93 M | 11 | 7.97% | Aumentadas |
|
| 1313 |
Meridian Wealth Management
Lexington,
Kentucky
| USD 67.7 M | +USD 13.1 M | 8 | 10.75% | Aumentadas |
|
| 1314 |
Lyell Wealth Management
Menlo Park,
California
| USD 67.7 M | +USD 2.72 M | 6 | 10.82% | Aumentadas |
|
| 1315 |
Select Equity Group
New York
| USD 67.7 M | -USD 90.5 M | 3 | 0.28% | Reducidas |
|
| 1316 |
Miracle Mile Advisors
Los Angeles,
California
| USD 67.7 M | +USD 6.71 M | 8 | 4.15% | Aumentadas |
|
| 1317 |
Stansberry Asset Management
Westlake,
Texas
| USD 67.6 M | +USD 1.48 M | 3 | 18.98% | Aumentadas |
|
| 1318 |
Dundas Partners
Edinburgh,
United Kingdom
| USD 67.4 M | USD 0 | 3 | 9.86% | Mantenido |
|
| 1319 |
AIS
AM Investment Strategies
Chattanooga,
Tennessee
| USD 67.3 M | +USD 2.9 M | 5 | 20.73% | Aumentadas |
|
| 1320 |
D.L. Carlson Investment Group
Concord,
New Hampshire
| USD 67.2 M | -USD 6.58 M | 5 | 12.19% | Reducidas |
|
| 1321 |
Check Capital Management
Costa Mesa,
California
| USD 67.1 M | -USD 2.39 M | 3 | 3.66% | Reducidas |
|
| 1322 |
Clearstead Advisors
Cleveland,
Ohio
| USD 67 M | +USD 6.02 M | 17 | 6.09% | Aumentadas |
|
| 1323 |
Ropes Wealth Advisors
Boston,
Massachusetts
| USD 66.8 M | +USD 3.32 M | 15 | 10.36% | Aumentadas |
|
| 1324 |
River Road Asset Management
Louisville,
Kentucky
| USD 66.7 M | -USD 63.9 M | 3 | 0.95% | Reducidas |
|
| 1325 |
Paloma Partners
Greenwich,
Connecticut
| USD 66.7 M | -USD 4.18 M | 20 | 1.75% | Reducidas |
|