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 |
Beck Bode LLC
Dedham,
Massachusetts
| USD 33 M | +USD 935 k | 6 | 7.02% | Aumentadas |
|
| 1902 |
GeoWealth Management
Chicago,
Illinois
| USD 32.9 M | +USD 29.6 M | 6 | 4.41% | Aumentadas |
|
| 1903 |
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| USD 32.9 M | +USD 20.6 M | 8 | 2.79% | Aumentadas |
|
| 1904 |
Kercheville Advisors
San Antonio,
Texas
| USD 32.9 M | -USD 4.78 M | 5 | 21.58% | Reducidas |
|
| 1905 |
Wilsey Asset Management
San Diego,
California
| USD 32.9 M | +USD 166 k | 1 | 8.15% | Aumentadas |
|
| 1906 |
Port Capital
Chicago,
Illinois
| USD 32.9 M | +USD 3.45 M | 5 | 2.58% | Aumentadas |
|
| 1907 |
Royce & Associates
New York
| USD 32.9 M | +USD 2.66 M | 5 | 0.34% | Aumentadas |
|
| 1908 |
Summit Financial
Parsippany,
New Jersey
| USD 32.9 M | +USD 1.44 M | 7 | 3.08% | Aumentadas |
|
| 1909 |
Sycomore Asset Management
Paris,
France
| USD 32.8 M | +USD 842 k | 4 | 7.7% | Aumentadas |
|
| 1910 |
AlphaStar Capital Management
Cornelius,
North Carolina
| USD 32.8 M | +USD 363 k | 8 | 3.03% | Aumentadas |
|
| 1911 |
Constitution Capital
Shelton,
Connecticut
| USD 32.8 M | -USD 2.82 M | 3 | 21.02% | Reducidas |
|
| 1912 |
Forum Financial Management
Lombard,
Illinois
| USD 32.8 M | +USD 2.63 M | 9 | 1.65% | Aumentadas |
|
| 1913 |
PT
Plimoth Trust
Plymouth,
Massachusetts
| USD 32.8 M | +USD 398 k | 6 | 10.34% | Aumentadas |
|
| 1914 |
Cubic Asset Management
Boston,
Massachusetts
| USD 32.8 M | -USD 779 k | 5 | 8.85% | Reducidas |
|
| 1915 |
Stamos Capital Partners
Menlo Park,
California
| USD 32.8 M | +USD 10 M | 4 | 9.9% | Aumentadas |
|
| 1916 |
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 32.7 M | +USD 157 k | 3 | 13.84% | Aumentadas |
|
| 1917 |
Aspiriant LLC
Los Angeles,
California
| USD 32.7 M | +USD 1.65 M | 8 | 1.58% | Aumentadas |
|
| 1918 |
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 32.7 M | +USD 19.5 M | 7 | 5.64% | Aumentadas |
|
| 1919 |
Toth Financial Advisory
Leesburg,
Virginia
| USD 32.7 M | +USD 1.53 M | 17 | 5.69% | Aumentadas |
|
| 1920 |
Capital Planning Advisors
Roseville,
California
| USD 32.6 M | -USD 786 k | 6 | 8.62% | Reducidas |
|
| 1921 |
General Pension Society PZU Joint Stock
Warsaw,
Poland
| USD 32.5 M | -USD 1.41 M | 4 | 14.53% | Reducidas |
|
| 1922 |
Balentine LLC
Atlanta,
Georgia
| USD 32.5 M | +USD 4.38 M | 12 | 1.19% | Aumentadas |
|
| 1923 |
Core Alternative Capital
Peachtree Corners,
Georgia
| USD 32.4 M | +USD 9.6 M | 10 | 7.67% | Aumentadas |
|
| 1924 |
Minot Wealth Management
Westwood,
Massachusetts
| USD 32.4 M | -USD 1.02 M | 6 | 8.34% | Reducidas |
|
| 1925 |
Whalerock Point Partners
Providence,
Rhode Island
| USD 32.4 M | +USD 104 k | 4 | 13.71% | Aumentadas |
|