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 |
LCM
Lionstone Capital Management
New York
| USD 70.2 M | USD 0 | 2 | 23.9% | Mantenido |
|
| 1302 |
Van Cleef Asset Management
Beachwood,
Ohio
| USD 70.1 M | +USD 9.9 k | 4 | 10.94% | Aumentadas |
|
| 1303 |
Novare Capital Management
Charlotte,
North Carolina
| USD 69.9 M | +USD 677 k | 6 | 7.94% | Aumentadas |
|
| 1304 |
FCP
Fosse Capital Partners
London,
United Kingdom
| USD 69.6 M | USD 0 | 1 | 27.71% | Mantenido |
|
| 1305 |
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| USD 69.6 M | -USD 843 k | 2 | 9.08% | Reducidas |
|
| 1306 |
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 69.5 M | +USD 3.02 k | 3 | 7.67% | Aumentadas |
|
| 1307 |
Ithaka Group
Arlington,
Virginia
| USD 69.5 M | -USD 67.7 M | 3 | 14.63% | Reducidas |
|
| 1308 |
Polar Asset Management Partners
Toronto,
Ontario, Canada
| USD 69.1 M | +USD 11.7 M | 6 | 1.05% | Aumentadas |
|
| 1309 |
Lyell Wealth Management
Menlo Park,
California
| USD 69 M | -USD 1.95 M | 10 | 9.66% | Reducidas |
|
| 1310 |
Transcend Capital Advisors
Madison,
New Jersey
| USD 69 M | -USD 4.23 M | 10 | 7.2% | Reducidas |
|
| 1311 |
Fukoku Mutual Life Insurance
Tokyo,
Japan
| USD 68.9 M | -USD 882 k | 8 | 6.24% | Reducidas |
|
| 1312 |
Granahan Investment Management
Waltham,
Massachusetts
| USD 68.9 M | +USD 31.7 M | 4 | 2.09% | Aumentadas |
|
| 1313 |
Linscomb Wealth
Houston,
Texas
| USD 68.7 M | -USD 2.96 M | 6 | 3.6% | Reducidas |
|
| 1314 |
Ropes Wealth Advisors
Boston,
Massachusetts
| USD 68.4 M | +USD 287 k | 10 | 12.38% | Aumentadas |
|
| 1315 |
GFI Investment Counsel
Toronto,
Ontario, Canada
| USD 68.4 M | -USD 32.3 M | 1 | 11.7% | Reducidas |
|
| 1316 |
Girard Partners
King Of Prussia,
Pennsylvania
| USD 68 M | +USD 2.49 M | 5 | 7.52% | Aumentadas |
|
| 1317 |
MainStreet Investment Advisors
Chicago,
Illinois
| USD 67.9 M | -USD 113 k | 6 | 7.36% | Reducidas |
|
| 1318 |
Pacific Sage Partners
Edmonds,
Washington
| USD 67.9 M | -USD 1.56 M | 5 | 21.84% | Reducidas |
|
| 1319 |
Integrated Advisors Network
Dallas,
Texas
| USD 67.8 M | -USD 4.56 M | 11 | 4.08% | Reducidas |
|
| 1320 |
Andra AP-fonden
Goteborg,
Sweden
| USD 67.8 M | +USD 10.7 M | 13 | 1.76% | Aumentadas |
|
| 1321 |
Wellington Shields Capital Management
New York
| USD 67.7 M | +USD 2.47 M | 7 | 8.14% | Aumentadas |
|
| 1322 |
Quest Investment Management
Lake Oswego,
Oregon
| USD 67.5 M | -USD 24.7 M | 4 | 9.27% | Reducidas |
|
| 1323 |
EULAV Asset Management
Sarasota,
Florida
| USD 67.5 M | +USD 1.31 M | 5 | 2.66% | Aumentadas |
|
| 1324 |
Parus Finance (UK)
London,
United Kingdom
| USD 67.4 M | +USD 24.4 M | 5 | 40.35% | Aumentadas |
|
| 1325 |
TruWealth Advisors
Metairie,
Louisiana
| USD 67.4 M | +USD 1.96 M | 4 | 6.18% | Aumentadas |
|