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 |
HP
Hound Partners
New York
| USD 42 M | -USD 23.1 M | 1 | 9.53% | Reducidas |
|
| 1877 |
Farley Capital
New York
| USD 42 M | -USD 73.4 k | 4 | 45.6% | Reducidas |
|
| 1878 |
Capital Planning Advisors
Roseville,
California
| USD 41.9 M | +USD 920 k | 6 | 8.5% | Aumentadas |
|
| 1879 |
Bourgeon Capital Management
Darien,
Connecticut
| USD 41.9 M | -USD 189 k | 11 | 9.77% | Reducidas |
|
| 1880 |
Physicians Financial Services
Raleigh,
North Carolina
| USD 41.9 M | -USD 96.1 k | 7 | 16.44% | Reducidas |
|
| 1881 |
Winton Group
London,
United Kingdom
| USD 41.8 M | +USD 3.22 M | 8 | 3.5% | Aumentadas |
|
| 1882 |
PWP
Pursue Wealth Partners
Clayton,
California
| USD 41.8 M | +USD 3.09 M | 12 | 26.24% | Aumentadas |
|
| 1883 |
Novo Holdings A/S
Hellerup,
Denmark
| USD 41.7 M | USD 0 | 1 | 3.23% | Mantenido |
|
| 1884 |
Naples Global Advisors
Naples,
Florida
| USD 41.7 M | +USD 639 k | 6 | 4.89% | Aumentadas |
|
| 1885 |
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 41.6 M | +USD 110 k | 6 | 4.32% | Aumentadas |
|
| 1886 |
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 41.6 M | -USD 2.3 M | 2 | 9.7% | Reducidas |
|
| 1887 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
| USD 41.6 M | +USD 1.78 M | 9 | 3.71% | Aumentadas |
|
| 1888 |
Mather Group
Chicago,
Illinois
| USD 41.6 M | +USD 4.28 M | 8 | 0.66% | Aumentadas |
|
| 1889 |
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| USD 41.5 M | -USD 410 k | 7 | 2.79% | Reducidas |
|
| 1890 |
Circle Wealth Management
Summit,
New Jersey
| USD 41.5 M | -USD 1.07 M | 8 | 5.48% | Reducidas |
|
| 1891 |
Cornerstone Advisory
Hunt Valley,
Maryland
| USD 41.5 M | -USD 1.63 M | 9 | 7.28% | Reducidas |
|
| 1892 |
Condor Capital Management
Martinsville,
New Jersey
| USD 41.4 M | -USD 106 k | 4 | 4.96% | Reducidas |
|
| 1893 |
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 41.2 M | +USD 202 k | 6 | 11.71% | Aumentadas |
|
| 1894 |
Arjuna Capital
Durham,
North Carolina
| USD 41.2 M | -USD 2.64 M | 5 | 14.61% | Reducidas |
|
| 1895 |
Genesis Investment Management
London,
United Kingdom
| USD 41.1 M | -USD 6.41 M | 2 | 4.46% | Reducidas |
|
| 1896 |
Stonebridge Capital Management
Los Angeles,
California
| USD 41.1 M | -USD 2.19 M | 6 | 19.14% | Reducidas |
|
| 1897 |
DCM Advisors
New York
| USD 41.1 M | +USD 147 k | 6 | 17.6% | Aumentadas |
|
| 1898 |
Zions Bancorporation
Salt Lake City,
Utah
| USD 41.1 M | -USD 871 k | 16 | 3.47% | Reducidas |
|
| 1899 |
Colonial Trust
Spartanburg,
South Carolina
| USD 41 M | -USD 658 k | 14 | 9.82% | Reducidas |
|
| 1900 |
Optas LLC
Austin,
Texas
| USD 40.9 M | -USD 82.8 k | 5 | 13.69% | Reducidas |
|