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 |
Formula Growth
Montreal,
Quebec, Canada
| USD 40.8 M | +USD 8.52 M | 4 | 5.62% | Aumentadas |
|
| 1902 |
Buffington Mohr McNeal
Boise,
Idaho
| USD 40.8 M | +USD 3.9 M | 8 | 8% | Aumentadas |
|
| 1903 |
Ritholtz Wealth Management
New York
| USD 40.7 M | +USD 4.51 M | 8 | 2.93% | Aumentadas |
|
| 1904 |
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 40.7 M | +USD 203 k | 3 | 16.39% | Aumentadas |
|
| 1905 |
AAM
Autus Asset Management
Scottsdale,
Arizona
| USD 40.6 M | -USD 1.43 M | 5 | 4.45% | Reducidas |
|
| 1906 |
Draper Asset Management
Smithtown,
New York
| USD 40.6 M | +USD 846 k | 7 | 40.18% | Aumentadas |
|
| 1907 |
Lake Street Advisors Group
Portsmouth,
New Hampshire
| USD 40.6 M | +USD 897 k | 6 | 3% | Aumentadas |
|
| 1908 |
Winton Group
London,
United Kingdom
| USD 40.6 M | +USD 17.6 M | 14 | 2.18% | Aumentadas |
|
| 1909 |
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| USD 40.5 M | +USD 15.5 M | 2 | 1.98% | Aumentadas |
|
| 1910 |
Greenwood Capital Associates
Greenwood,
South Carolina
| USD 40.3 M | -USD 2.59 M | 5 | 6.1% | Reducidas |
|
| 1911 |
American National Registered Investment Advisor
Galveston,
Texas
| USD 40.3 M | -USD 517 k | 9 | 14.41% | Reducidas |
|
| 1912 |
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 40.2 M | +USD 89.5 k | 4 | 15.67% | Aumentadas |
|
| 1913 |
Institute for Wealth Management
Denver,
Colorado
| USD 40.2 M | +USD 937 k | 8 | 7.06% | Aumentadas |
|
| 1914 |
MRCM
M&R Capital Management
Summit,
New Jersey
| USD 40.2 M | +USD 3.43 M | 8 | 9.2% | Aumentadas |
|
| 1915 |
Allworth Financial
Folsom,
California
| USD 40.2 M | -USD 1.41 M | 20 | 0.74% | Reducidas |
|
| 1916 |
Mirova
Paris,
France
| USD 40.1 M | -USD 1.91 M | 7 | 4.81% | Reducidas |
|
| 1917 |
First Financial Bank - Trust Division
Hamilton,
Ohio
| USD 40.1 M | -USD 1.51 M | 6 | 4.37% | Reducidas |
|
| 1918 |
West Branch Capital
Amherst,
Massachusetts
| USD 40 M | +USD 693 k | 14 | 19.67% | Aumentadas |
|
| 1919 |
Aravt Global
New York
| USD 40 M | -USD 16.5 M | 2 | 15.13% | Reducidas |
|
| 1920 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
| USD 39.8 M | +USD 1.06 M | 7 | 9.97% | Aumentadas |
|
| 1921 |
CC
Codex Capital
New York
| USD 39.8 M | -USD 2.56 M | 5 | 20.8% | Reducidas |
|
| 1922 |
Chase Investment Counsel
Charlottesville,
Virginia
| USD 39.8 M | +USD 3.9 M | 5 | 16.42% | Aumentadas |
|
| 1923 |
Cubic Asset Management
Boston,
Massachusetts
| USD 39.7 M | -USD 102 k | 6 | 9.8% | Reducidas |
|
| 1924 |
Verity & Verity
Beaufort,
South Carolina
| USD 39.6 M | -USD 36.7 k | 5 | 6.25% | Reducidas |
|
| 1925 |
Jackson Square Capital
San Francisco,
California
| USD 39.6 M | +USD 904 k | 8 | 12.71% | Aumentadas |
|