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 | |
|---|---|---|---|---|---|---|---|
| 1901 |
Cota Capital Management
San Francisco,
California
| USD 33 M | -USD 16.6 M | 1 | 8.69% | Reducidas |
|
| 1902 |
Draper Asset Management
Smithtown,
New York
| USD 33 M | +USD 32 M | 5 | 33.47% | Nuevas |
|
| 1903 |
Academy Capital Management
Waco,
Texas
| USD 32.9 M | -USD 46.8 M | 2 | 7.04% | Reducidas |
|
| 1904 |
Marietta Investment Partners
Milwaukee,
Wisconsin
| USD 32.9 M | -USD 492 k | 6 | 8.39% | Reducidas |
|
| 1905 |
Mirova
Paris,
France
| USD 32.8 M | +USD 5.99 M | 7 | 4.21% | Aumentadas |
|
| 1906 |
Oxler Private Wealth
Rye Brook,
New York
| USD 32.8 M | +USD 31.7 M | 10 | 18.46% | Nuevas |
|
| 1907 |
Granger Management
New York
| USD 32.7 M | +USD 32 M | 4 | 4.12% | Nuevas |
|
| 1908 |
SSI
Scott & Selber Inc
Houston,
Texas
| USD 32.7 M | -USD 3.43 M | 5 | 13.97% | Reducidas |
|
| 1909 |
Lake Street Private Wealth
Chicago,
Illinois
| USD 32.6 M | +USD 748 k | 7 | 9.43% | Aumentadas |
|
| 1910 |
PWW
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 32.6 M | +USD 161 k | 6 | 8.33% | Aumentadas |
|
| 1911 |
Arjuna Capital
Durham,
North Carolina
| USD 32.6 M | +USD 1.91 M | 6 | 18.05% | Aumentadas |
|
| 1912 |
Vishria Bird Financial Group
Memphis,
Tennessee
| USD 32.6 M | +USD 150 k | 5 | 18.57% | Aumentadas |
|
| 1913 |
Riverstone Advisors
New Braunfels,
Texas
| USD 32.6 M | +USD 440 k | 2 | 18.1% | Aumentadas |
|
| 1914 |
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| USD 32.5 M | -USD 124 k | 6 | 6.43% | Reducidas |
|
| 1915 |
Knuff & Co
Foster City,
California
| USD 32.5 M | +USD 1.45 M | 11 | 13.4% | Aumentadas |
|
| 1916 |
Cooper Financial Group
Irvine,
California
| USD 32.5 M | +USD 6.74 M | 9 | 6.62% | Aumentadas |
|
| 1917 |
GA
GFS Advisors
Houston,
Texas
| USD 32.4 M | +USD 2.33 M | 6 | 8.52% | Aumentadas |
|
| 1918 |
Perennial Investment Advisors
Los Angeles,
California
| USD 32.4 M | +USD 511 k | 9 | 13.88% | Aumentadas |
|
| 1919 |
Balasa Dinverno & Foltz
| USD 32.4 M | +USD 2.52 M | 7 | 2.69% | Aumentadas |
|
| 1920 |
Avestar Capital
New York
| USD 32.4 M | +USD 149 k | 11 | 8.98% | Aumentadas |
|
| 1921 |
Circle Wealth Management
Summit,
New Jersey
| USD 32.3 M | +USD 2.11 M | 6 | 4.63% | Aumentadas |
|
| 1922 |
SFMG Wealth Advisors
Plano,
Texas
| USD 32.3 M | +USD 4.37 M | 7 | 4.1% | Aumentadas |
|
| 1923 |
AAM
Autus Asset Management
Scottsdale,
Arizona
| USD 32.2 M | -USD 2.9 M | 5 | 4.15% | Reducidas |
|
| 1924 |
Berkshire Bank
Pittsfield,
Massachusetts
| USD 32.1 M | -USD 755 k | 6 | 8.01% | Reducidas |
|
| 1925 |
First Interstate Bank
Billings,
Montana
| USD 32.1 M | -USD 613 k | 4 | 4.28% | Reducidas |
|