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 |
Sandbox Financial Partners
Bethesda,
Maryland
| USD 42 M | +USD 11.5 M | 8 | 24% | Aumentadas |
|
| 1902 |
DCP
Darsana Capital Partners
New York
| USD 41.9 M | +USD 40.8 M | 1 | 2.13% | Nuevas |
|
| 1903 |
Sound View Wealth Advisors Group
Savannah,
Georgia
| USD 41.8 M | +USD 1.06 M | 6 | 7.95% | Aumentadas |
|
| 1904 |
Whalerock Point Partners
Providence,
Rhode Island
| USD 41.8 M | +USD 1.52 M | 5 | 14.81% | Aumentadas |
|
| 1905 |
Patient Capital Management
Baltimore,
Maryland
| USD 41.8 M | +USD 8.57 M | 4 | 14.16% | Aumentadas |
|
| 1906 |
Cypress Asset Management
Houston,
Texas
| USD 41.7 M | -USD 6.48 M | 5 | 12.24% | Reducidas |
|
| 1907 |
Saber Capital Management
Fuquay Varina,
North Carolina
| USD 41.7 M | +USD 6.53 M | 4 | 38.39% | Aumentadas |
|
| 1908 |
MKC
M. Kraus & Co
Shelburne,
Vermont
| USD 41.7 M | -USD 1.32 M | 5 | 14.04% | Reducidas |
|
| 1909 |
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 41.7 M | -USD 2.34 M | 4 | 8.13% | Reducidas |
|
| 1910 |
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 41.7 M | +USD 326 k | 4 | 16.44% | Aumentadas |
|
| 1911 |
AlphaStar Capital Management
Cornelius,
North Carolina
| USD 41.6 M | +USD 1.08 M | 9 | 3.36% | Aumentadas |
|
| 1912 |
NG
Northstar Group
New York
| USD 41.6 M | +USD 1.13 M | 6 | 9.99% | Aumentadas |
|
| 1913 |
Solidarity Wealth
Lehi,
Utah
| USD 41.5 M | +USD 42.7 M | 6 | 23.26% | Nuevas |
|
| 1914 |
Annex Advisory Services
Brookfield,
Wisconsin
| USD 41.4 M | +USD 7.51 M | 7 | 3.03% | Aumentadas |
|
| 1915 |
RFMS
RWQ Financial Management Services
Naples,
Florida
| USD 41.4 M | +USD 28.2 M | 3 | 33.89% | Aumentadas |
|
| 1916 |
BIM
Bridgecreek Investment Management
Tulsa,
Oklahoma
| USD 41.3 M | +USD 537 k | 5 | 6.12% | Aumentadas |
|
| 1917 |
Engineers Gate Manager
New York
| USD 41.3 M | -USD 17.2 M | 21 | 1.62% | Reducidas |
|
| 1918 |
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 41.3 M | -USD 2.7 M | 3 | 15.56% | Reducidas |
|
| 1919 |
Intersect Capital
San Ramon,
California
| USD 41.1 M | -USD 1.9 M | 9 | 7.9% | Reducidas |
|
| 1920 |
Paragon Capital Management (Colorado)
Denver,
Colorado
| USD 41.1 M | +USD 4.92 M | 5 | 7.68% | Aumentadas |
|
| 1921 |
AXS Investments
Port Chester,
New York
| USD 40.9 M | -USD 10.8 M | 7 | 16.31% | Reducidas |
|
| 1922 |
West Branch Capital
Amherst,
Massachusetts
| USD 40.9 M | -USD 2.41 M | 15 | 19.54% | Reducidas |
|
| 1923 |
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| USD 40.9 M | +USD 1.41 M | 5 | 2.97% | Aumentadas |
|
| 1924 |
PT
Plimoth Trust
Plymouth,
Massachusetts
| USD 40.9 M | -USD 27.9 k | 6 | 10.85% | Reducidas |
|
| 1925 |
Managed Asset Portfolios
Rochester,
Michigan
| USD 40.8 M | -USD 1.62 M | 1 | 5.59% | Reducidas |
|