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 | |
|---|---|---|---|---|---|---|---|
| 1876 |
White Pine Investment Company
Livonia,
Michigan
| USD 17 M | -USD 2.59 M | 3 | 9.08% | Reducidas |
|
| 1877 |
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 16.9 M | -USD 258 k | 4 | 9.22% | Reducidas |
|
| 1878 |
PCR
Potrero Capital Research
San Francisco,
California
| USD 16.9 M | -USD 5.78 M | 4 | 11.85% | Reducidas |
|
| 1879 |
DC
DPM Capital
Coral Gables,
Florida
| USD 16.9 M | +USD 17.6 M | 2 | 9.85% | Nuevas |
|
| 1880 |
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| USD 16.9 M | -USD 256 k | 6 | 6.87% | Reducidas |
|
| 1881 |
Kore Private Wealth
New York
| USD 16.9 M | +USD 18.1 M | 13 | 4.64% | Nuevas |
|
| 1882 |
Prospera Financial Services
Dallas,
Texas
| USD 16.8 M | +USD 3.33 M | 7 | 3.4% | Aumentadas |
|
| 1883 |
Argyle Capital Management
Center Valley,
Pennsylvania
| USD 16.8 M | -USD 433 k | 5 | 7.13% | Reducidas |
|
| 1884 |
Burleson & Co
Petaluma,
California
| USD 16.8 M | +USD 3.05 M | 6 | 8.68% | Aumentadas |
|
| 1885 |
Lucia Wealth Services
San Diego,
California
| USD 16.8 M | -USD 5.21 M | 6 | 7.89% | Reducidas |
|
| 1886 |
Center Lake Capital Management
West Palm Beach,
Florida
| USD 16.7 M | +USD 15.4 M | 1 | 21.36% | Nuevas |
|
| 1887 |
MJP
Michael J. Puzo
| USD 16.7 M | -USD 509 k | 4 | 7.42% | Reducidas |
|
| 1888 |
Riverstone Advisors
New Braunfels,
Texas
| USD 16.7 M | +USD 17.9 M | 3 | 16.67% | Nuevas |
|
| 1889 |
Private Capital Advisors
Darien,
Connecticut
| USD 16.7 M | -USD 6.64 M | 5 | 5.98% | Reducidas |
|
| 1890 |
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| USD 16.7 M | +USD 2.6 M | 7 | 5.81% | Aumentadas |
|
| 1891 |
Brasada Capital Management
Houston,
Texas
| USD 16.7 M | +USD 383 k | 6 | 5.55% | Aumentadas |
|
| 1892 |
Comerica Securities
Detroit,
Michigan
| USD 16.6 M | -USD 2.74 M | 10 | 2.2% | Reducidas |
|
| 1893 |
Condor Capital Management
Martinsville,
New Jersey
| USD 16.6 M | +USD 1.98 M | 7 | 3.03% | Aumentadas |
|
| 1894 |
Smithfield Trust
Pittsburgh,
Pennsylvania
| USD 16.6 M | -USD 968 k | 13 | 1.94% | Reducidas |
|
| 1895 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
| USD 16.6 M | +USD 5.92 M | 1 | 1.3% | Aumentadas |
|
| 1896 |
WEC
White Elm Capital
Greenwich,
Connecticut
| USD 16.6 M | -USD 19.7 M | 1 | 4.62% | Reducidas |
|
| 1897 |
SFSIG
San Francisco Sentry Investment Group
San Francisco,
California
| USD 16.6 M | +USD 185 k | 14 | 7.81% | Aumentadas |
|
| 1898 |
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 16.6 M | +USD 1.16 M | 17 | 2.48% | Aumentadas |
|
| 1899 |
First Merchants Corp
Muncie,
Indiana
| USD 16.5 M | +USD 477 k | 5 | 3.17% | Aumentadas |
|
| 1900 |
Bain Capital Venture Investors
Boston,
Massachusetts
| USD 16.5 M | USD 0 | 1 | 4.07% | Mantenido |
|