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 |
Titan Investment Solutions
London,
| USD 130 M | -USD 19.8 M | 6 | 16.28% | Reducidas |
|
| 1302 |
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| USD 130 M | -USD 56.8 M | 10 | 3.01% | Reducidas |
|
| 1303 |
Schnieders Capital Management
Pasadena,
California
| USD 130 M | -USD 7.85 M | 6 | 20.62% | Reducidas |
|
| 1304 |
SeaCrest Wealth Management
Purchase,
New York
| USD 129 M | -USD 1.95 M | 11 | 13.84% | Reducidas |
|
| 1305 |
Moran Wealth Management
Naples,
Florida
| USD 129 M | -USD 7.88 M | 10 | 3.94% | Reducidas |
|
| 1306 |
Stephens Investment Management Group
Houston,
Texas
| USD 129 M | +USD 30.4 M | 6 | 1.76% | Aumentadas |
|
| 1307 |
Jacobs & Co
San Francisco,
California
| USD 128 M | +USD 518 k | 6 | 12.67% | Aumentadas |
|
| 1308 |
Coastline Trust
Providence,
Rhode Island
| USD 128 M | -USD 3.26 M | 9 | 12.69% | Reducidas |
|
| 1309 |
Apollo Management Holdings
New York
| USD 127 M | USD 0 | 1 | 1.67% | Mantenido |
|
| 1310 |
Blue Chip Partners
Farmington Hills,
Michigan
| USD 127 M | -USD 1.02 M | 5 | 9.14% | Reducidas |
|
| 1311 |
Keywise Capital Management (HK)
Hong Kong
| USD 127 M | -USD 307 M | 1 | 20.13% | Reducidas |
|
| 1312 |
MidFirst Bank
Oklahoma City,
Oklahoma
| USD 127 M | -USD 10.5 M | 16 | 10.49% | Reducidas |
|
| 1313 |
Beacon Investment Advisory Services
Morristown,
New Jersey
| USD 127 M | -USD 25.9 M | 12 | 5.2% | Reducidas |
|
| 1314 |
Sagespring Wealth Partners
Franklin,
Tennessee
| USD 126 M | -USD 11.4 M | 12 | 2.3% | Reducidas |
|
| 1315 |
Fiduciary Group
Savannah,
Georgia
| USD 126 M | -USD 930 k | 6 | 10.8% | Reducidas |
|
| 1316 |
Fagan Associates
Troy,
New York
| USD 126 M | -USD 1.01 M | 6 | 17.57% | Reducidas |
|
| 1317 |
Belpointe Asset Management
Reno,
Nevada
| USD 126 M | +USD 16 M | 13 | 4.59% | Aumentadas |
|
| 1318 |
Venturi Wealth Management
Austin,
Texas
| USD 126 M | +USD 3.41 M | 8 | 5.66% | Aumentadas |
|
| 1319 |
Apella Capital
West Hartford,
Connecticut
| USD 126 M | +USD 29 M | 8 | 1.86% | Aumentadas |
|
| 1320 |
Van Cleef Asset Management
Beachwood,
Ohio
| USD 126 M | -USD 198 k | 5 | 13.52% | Reducidas |
|
| 1321 |
RIA
RPG Investment Advisory
Pleasanton,
California
| USD 125 M | -USD 2.61 M | 6 | 14.74% | Reducidas |
|
| 1322 |
LCM
Lionstone Capital Management
New York
| USD 125 M | USD 0 | 2 | 30.33% | Mantenido |
|
| 1323 |
Baxter Bros Inc
Riverside,
Connecticut
| USD 125 M | -USD 1.06 M | 6 | 15.46% | Reducidas |
|
| 1324 |
Northside Capital Management
Hood River,
Oregon
| USD 125 M | +USD 3.58 M | 7 | 10.98% | Aumentadas |
|
| 1325 |
MIC
Maxi Investments CY
Limassol,
Cyprus
| USD 124 M | +USD 20 M | 9 | 27.2% | Aumentadas |
|