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 | |
|---|---|---|---|---|---|---|---|
| 1401 |
FountainCap Research & Investment
Hong Kong,
China
| USD 40.5 M | USD 0 | 1 | 33.43% | Mantenido |
|
| 1402 |
Ashmore Group
London,
United Kingdom
| USD 40.5 M | -USD 18.2 M | 1 | 12.91% | Reducidas |
|
| 1403 |
Belpointe Asset Management
Reno,
Nevada
| USD 40.4 M | +USD 3.58 M | 10 | 7.08% | Aumentadas |
|
| 1404 |
Country Club Trust
Kansas City,
Missouri
| USD 40.4 M | -USD 200 k | 6 | 5.54% | Reducidas |
|
| 1405 |
Polaris Wealth Advisory Group
San Rafael,
California
| USD 40.4 M | -USD 3.63 M | 5 | 4.39% | Reducidas |
|
| 1406 |
Scout Investments
Kansas City,
Missouri
| USD 40.4 M | +USD 23.7 M | 2 | 1.2% | Aumentadas |
|
| 1407 |
SP Asset Management
Cupertino,
California
| USD 40.4 M | +USD 6.48 M | 7 | 10.98% | Aumentadas |
|
| 1408 |
Campbell Capital Management
Miami,
Florida
| USD 40.2 M | +USD 1.74 M | 5 | 41.29% | Aumentadas |
|
| 1409 |
Sabal Trust
St. Petersburg,
Florida
| USD 40.2 M | -USD 6.24 M | 5 | 4.52% | Reducidas |
|
| 1410 |
SCA
Sander Capital Advisors
Seattle,
Washington
| USD 40.1 M | -USD 6.7 M | 2 | 39.09% | Reducidas |
|
| 1411 |
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| USD 39.9 M | +USD 5.57 M | 7 | 3.13% | Aumentadas |
|
| 1412 |
Osborne Partners Capital Management
San Francisco,
California
| USD 39.9 M | -USD 206 k | 7 | 10.39% | Reducidas |
|
| 1413 |
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| USD 39.8 M | +USD 2.86 M | 6 | 13.46% | Aumentadas |
|
| 1414 |
Wallington Asset Management
Indianapolis,
Indiana
| USD 39.7 M | -USD 2.92 M | 3 | 10.99% | Reducidas |
|
| 1415 |
Baker Avenue Asset Management
San Francisco,
California
| USD 39.7 M | -USD 16.1 M | 8 | 4.73% | Reducidas |
|
| 1416 |
Bourne Lent Asset Management
Pawling,
New York
| USD 39.6 M | +USD 521 k | 4 | 21.24% | Aumentadas |
|
| 1417 |
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 39.6 M | -USD 13.6 M | 3 | 11.63% | Reducidas |
|
| 1418 |
Equitable Holdings
New York
| USD 39.5 M | +USD 2.43 M | 10 | 1.42% | Aumentadas |
|
| 1419 |
Abbrea Capital
Greenbrae,
California
| USD 39.5 M | +USD 685 k | 7 | 10.49% | Aumentadas |
|
| 1420 |
Oxbow Advisors
Austin,
Texas
| USD 39.5 M | +USD 5.36 M | 7 | 6.63% | Aumentadas |
|
| 1421 |
CDAM (UK)
London,
United Kingdom
| USD 39.4 M | -USD 2.1 M | 1 | 8.75% | Reducidas |
|
| 1422 |
Capital Growth Management
Boston,
Massachusetts
| USD 39.3 M | -USD 15.5 M | 2 | 5.52% | Reducidas |
|
| 1423 |
Sonora Investment Management
Tucson,
Arizona
| USD 39.3 M | -USD 4.67 M | 13 | 4.66% | Reducidas |
|
| 1424 |
WMS Partners
Towson,
Maryland
| USD 39.2 M | -USD 514 k | 7 | 10.89% | Reducidas |
|
| 1425 |
Willis Investment Counsel
Gainesville,
Georgia
| USD 39.2 M | +USD 2.84 M | 2 | 3.25% | Aumentadas |
|