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 | |
|---|---|---|---|---|---|---|---|
| 1326 |
Petrus Trust Company
Dallas,
Texas
| USD 154 M | -USD 13.4 M | 4 | 14.5% | Reducidas |
|
| 1327 |
Synergy Asset Management
Vancouver,
Washington
| USD 154 M | +USD 26.2 M | 5 | 14.49% | Aumentadas |
|
| 1328 |
Nicolet Bankshares
Green Bay,
Wisconsin
| USD 153 M | +USD 537 k | 9 | 4.87% | Aumentadas |
|
| 1329 |
Parker Investment Management
Menlo Park,
California
| USD 153 M | +USD 9.35 M | 4 | 11.64% | Aumentadas |
|
| 1330 |
NorthRock Partners
Minneapolis,
Minnesota
| USD 153 M | +USD 3.56 M | 13 | 2.21% | Aumentadas |
|
| 1331 |
Cache Advisors
San Francisco,
California
| USD 152 M | +USD 23.4 M | 11 | 12.91% | Aumentadas |
|
| 1332 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 152 M | -USD 54 M | 5 | 15.1% | Reducidas |
|
| 1333 |
Keywise Capital Management (HK)
Hong Kong
| USD 152 M | -USD 6.03 M | 1 | 20.66% | Reducidas |
|
| 1334 |
Appleton Partners
Boston,
Massachusetts
| USD 152 M | -USD 2.56 M | 7 | 9.29% | Reducidas |
|
| 1335 |
DA
Dash Acquisitions
Woodland Hills,
California
| USD 151 M | -USD 7.58 M | 6 | 30.61% | Reducidas |
|
| 1336 |
Boston Common Asset Management
Boston,
Massachusetts
| USD 151 M | +USD 1.54 M | 5 | 8.95% | Aumentadas |
|
| 1337 |
Corda Investment Management
Houston,
Texas
| USD 151 M | +USD 5.89 M | 6 | 9.24% | Aumentadas |
|
| 1338 |
Advent Capital Management
New York
| USD 150 M | +USD 140 M | 4 | 3.36% | Aumentadas |
|
| 1339 |
Kora Management
Brooklyn,
New York
| USD 150 M | -USD 89.6 M | 2 | 17.75% | Reducidas |
|
| 1340 |
CC
Cornerstone Capital
Palo Alto,
California
| USD 149 M | -USD 183 k | 4 | 13.35% | Reducidas |
|
| 1341 |
LCM
Lionstone Capital Management
New York
| USD 149 M | USD 0 | 2 | 34.3% | Mantenido |
|
| 1342 |
RIA
RPG Investment Advisory
Pleasanton,
California
| USD 149 M | -USD 3.23 M | 6 | 15.28% | Reducidas |
|
| 1343 |
Algert Global
San Francisco,
California
| USD 149 M | -USD 2.76 M | 15 | 1.76% | Reducidas |
|
| 1344 |
German American Bancorp
Jasper,
Indiana
| USD 149 M | -USD 366 k | 4 | 11.16% | Reducidas |
|
| 1345 |
Belpointe Asset Management
Reno,
Nevada
| USD 148 M | +USD 3.73 M | 15 | 4.84% | Aumentadas |
|
| 1346 |
Taikang Asset Management (HK)
Hong Kong
| USD 148 M | -USD 19.5 M | 6 | 13.48% | Reducidas |
|
| 1347 |
Sagespring Wealth Partners
Franklin,
Tennessee
| USD 148 M | +USD 6.15 M | 13 | 2.27% | Aumentadas |
|
| 1348 |
71 West Capital Partners
Boston,
Massachusetts
| USD 148 M | +USD 23.1 M | 11 | 5.12% | Aumentadas |
|
| 1349 |
Blue Chip Partners
Farmington Hills,
Michigan
| USD 147 M | +USD 2.18 M | 6 | 9.3% | Aumentadas |
|
| 1350 |
Jacobs & Co
San Francisco,
California
| USD 146 M | -USD 448 k | 7 | 12.56% | Reducidas |
|