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 |
Texas Yale Capital Corp
St. Petersburg,
Florida
| USD 41.5 M | +USD 577 k | 7 | 2.37% | Aumentadas |
|
| 1877 |
Stokes Family Office
New Orleans,
Louisiana
| USD 41.5 M | +USD 1.18 M | 7 | 5.87% | Aumentadas |
|
| 1878 |
Wasatch Advisors
Salt Lake City,
Utah
| USD 41.4 M | +USD 1.21 M | 1 | 0.17% | Aumentadas |
|
| 1879 |
Roberts, Glore & Co
Deerfield,
Illinois
| USD 41.4 M | +USD 233 k | 7 | 12.37% | Aumentadas |
|
| 1880 |
NKCFO LLC
Geneva,
Illinois
| USD 41.3 M | +USD 213 k | 4 | 13.88% | Aumentadas |
|
| 1881 |
IIA
IPG Investment Advisors
San Diego,
California
| USD 41.3 M | -USD 9.05 M | 6 | 12.08% | Reducidas |
|
| 1882 |
Circle Wealth Management
Summit,
New Jersey
| USD 41.3 M | +USD 2.3 M | 8 | 5.93% | Aumentadas |
|
| 1883 |
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| USD 41.2 M | -USD 240 k | 6 | 7.98% | Reducidas |
|
| 1884 |
Carrhae Capital
London,
United Kingdom
| USD 41.2 M | -USD 17 M | 2 | 9.08% | Reducidas |
|
| 1885 |
Zuckerman Investment Group
Chicago,
Illinois
| USD 41.2 M | +USD 6.47 M | 5 | 6.5% | Aumentadas |
|
| 1886 |
WCMN
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 41.2 M | -USD 425 k | 3 | 11.55% | Reducidas |
|
| 1887 |
Verdence Capital Advisors
Hunt Valley,
Maryland
| USD 41.1 M | +USD 7.89 M | 10 | 5.7% | Aumentadas |
|
| 1888 |
Pensioenfonds Rail & OV
Utrecht,
Netherlands
| USD 41.1 M | +USD 38.6 M | 1 | 0.9% | Nuevas |
|
| 1889 |
Penobscot Investment Management
Boston,
Massachusetts
| USD 41.1 M | -USD 176 k | 7 | 6.09% | Reducidas |
|
| 1890 |
Wilsey Asset Management
San Diego,
California
| USD 41 M | -USD 6.86 k | 1 | 10.92% | Reducidas |
|
| 1891 |
Arjuna Capital
Durham,
North Carolina
| USD 41 M | +USD 695 k | 5 | 17.71% | Aumentadas |
|
| 1892 |
Realta Investment Advisors
Wilmington,
Delaware
| USD 41 M | -USD 1.17 M | 8 | 9.72% | Reducidas |
|
| 1893 |
Whitener Capital Management
Rocky Mount,
North Carolina
| USD 40.9 M | -USD 883 k | 8 | 16.29% | Reducidas |
|
| 1894 |
3G Capital Partners
New York
| USD 40.9 M | +USD 11.6 M | 3 | 10.57% | Aumentadas |
|
| 1895 |
United Bank (Virginia)
Vienna,
Virginia
| USD 40.9 M | -USD 1.62 M | 6 | 5.5% | Reducidas |
|
| 1896 |
MCI
McDonald Capital Investors
Orinda,
California
| USD 40.9 M | -USD 656 k | 1 | 3.07% | Reducidas |
|
| 1897 |
Farmers & Merchants Trust Company
Long Beach,
California
| USD 40.9 M | +USD 2.38 M | 7 | 11.11% | Aumentadas |
|
| 1898 |
Prelude Capital Management
New York
| USD 40.8 M | +USD 2.14 M | 16 | 1.21% | Aumentadas |
|
| 1899 |
Bedell Frazier Investment Counselling
Walnut Creek,
California
| USD 40.8 M | +USD 815 k | 5 | 10.34% | Aumentadas |
|
| 1900 |
FFH
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| USD 40.8 M | USD 0 | 1 | 1.31% | Mantenido |
|