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 |
Parus Finance (UK)
London,
United Kingdom
| USD 40.4 M | -USD 36.5 M | 4 | 25.15% | Reducidas |
|
| 1902 |
Stewart & Patten Company
Lafayette,
California
| USD 40.1 M | -USD 1.24 M | 6 | 6.97% | Reducidas |
|
| 1903 |
IIA
IPG Investment Advisors
San Diego,
California
| USD 40 M | +USD 324 k | 6 | 8.81% | Aumentadas |
|
| 1904 |
Westwind Capital
Las Cruces,
New Mexico
| USD 40 M | +USD 258 k | 4 | 12.3% | Aumentadas |
|
| 1905 |
Brian C. Broderick
| USD 40 M | +USD 1.41 M | 4 | 11.01% | Aumentadas |
|
| 1906 |
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 40 M | -USD 618 k | 6 | 4.23% | Reducidas |
|
| 1907 |
Arthedge Capital Management
Jericho,
New York
| USD 39.9 M | USD 0 | 4 | 33.77% | Mantenido |
|
| 1908 |
Greatmark Investment Partners
Columbus,
Georgia
| USD 39.8 M | -USD 2.08 M | 6 | 7.04% | Reducidas |
|
| 1909 |
Perseverance Asset Management International
George Town,
Cayman Islands
| USD 39.8 M | +USD 5.36 M | 2 | 10.3% | Aumentadas |
|
| 1910 |
Sunbelt Securities
Houston,
Texas
| USD 39.7 M | +USD 1.78 M | 24 | 5.5% | Aumentadas |
|
| 1911 |
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 39.7 M | -USD 952 k | 6 | 17.78% | Reducidas |
|
| 1912 |
Vicus Capital
State College,
Pennsylvania
| USD 39.7 M | +USD 4.56 M | 7 | 4.16% | Aumentadas |
|
| 1913 |
Duff & Phelps Investment Management
Chicago,
Illinois
| USD 39.6 M | +USD 815 k | 6 | 0.52% | Aumentadas |
|
| 1914 |
STF Management
Frisco,
Texas
| USD 39.6 M | +USD 14.5 M | 4 | 21.04% | Aumentadas |
|
| 1915 |
Frank Rimerman Advisors
Palo Alto,
California
| USD 39.6 M | +USD 8.21 M | 6 | 9.57% | Aumentadas |
|
| 1916 |
Invenomic Capital Management
Boston,
Massachusetts
| USD 39.6 M | +USD 20.9 M | 1 | 1.66% | Aumentadas |
|
| 1917 |
Holderness Investments Company
Greensboro,
North Carolina
| USD 39.4 M | -USD 4.18 M | 6 | 15.34% | Reducidas |
|
| 1918 |
Azzad Asset Management
Falls Church,
Virginia
| USD 39.4 M | +USD 280 k | 5 | 5.59% | Aumentadas |
|
| 1919 |
NorthRock Partners
Minneapolis,
Minnesota
| USD 39.4 M | +USD 6.33 M | 7 | 4.11% | Aumentadas |
|
| 1920 |
Live Oak Private Wealth
Wilmington,
North Carolina
| USD 39.4 M | -USD 18.4 k | 4 | 8.39% | Reducidas |
|
| 1921 |
Timber Creek Capital Management
Boston,
Massachusetts
| USD 39.3 M | -USD 3.61 M | 6 | 14.2% | Reducidas |
|
| 1922 |
Managed Asset Portfolios
Rochester,
Michigan
| USD 39.3 M | -USD 1.16 M | 1 | 6.02% | Reducidas |
|
| 1923 |
Polaris Capital Management
Boston,
Massachusetts
| USD 39.2 M | -USD 18.5 M | 1 | 2.11% | Reducidas |
|
| 1924 |
Polar Asset Management Partners
Toronto,
Ontario, Canada
| USD 39 M | -USD 16.7 M | 4 | 0.87% | Reducidas |
|
| 1925 |
Jackson Hill Advisors
Houston,
Texas
| USD 39 M | -USD 1.41 M | 3 | 27.95% | Reducidas |
|