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 |
Farmers & Merchants Trust Company
Long Beach,
California
| USD 61.9 M | -USD 1.48 M | 6 | 15.37% | Reducidas |
|
| 1902 |
Rosenblum Silverman Sutton
San Francisco,
California
| USD 61.8 M | -USD 1.36 M | 4 | 15.54% | Reducidas |
|
| 1903 |
CFSG
Community Financial Services Group
Newport,
Vermont
| USD 61.8 M | -USD 6.44 k | 6 | 12.24% | Reducidas |
|
| 1904 |
American Assets Investment Management
San Diego,
California
| USD 61.7 M | USD 0 | 5 | 5.02% | Mantenido |
|
| 1905 |
Bender Robert & Associates
Pasadena,
California
| USD 61.6 M | -USD 5.66 M | 5 | 14.88% | Reducidas |
|
| 1906 |
South Street Advisors
New York
| USD 61.6 M | +USD 40.3 k | 4 | 9.44% | Aumentadas |
|
| 1907 |
Campbell Capital Management
Miami,
Florida
| USD 61.5 M | -USD 2.56 M | 4 | 24.07% | Reducidas |
|
| 1908 |
Y.D. More Investments
Ramat Gan,
Israel
| USD 61.4 M | +USD 3.44 M | 12 | 5.53% | Aumentadas |
|
| 1909 |
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 61.4 M | +USD 276 k | 6 | 4.54% | Aumentadas |
|
| 1910 |
Invesco LLC (Illinois)
Des Plaines,
Illinois
| USD 61.4 M | +USD 301 k | 6 | 24.47% | Aumentadas |
|
| 1911 |
Maytus Capital Management
New York
| USD 61.4 M | +USD 40.9 M | 6 | 21.45% | Aumentadas |
|
| 1912 |
Bedell Frazier Investment Counselling
Walnut Creek,
California
| USD 61.3 M | +USD 8.28 M | 7 | 15.2% | Aumentadas |
|
| 1913 |
Laurion Capital Management
New York
| USD 61.3 M | +USD 40.9 M | 5 | 1.12% | Aumentadas |
|
| 1914 |
RBF Capital
San Francisco,
California
| USD 61.3 M | -USD 9.29 M | 10 | 3.17% | Reducidas |
|
| 1915 |
Princeton Global Asset Management
Princeton,
New Jersey
| USD 61 M | +USD 2.42 M | 10 | 11.41% | Aumentadas |
|
| 1916 |
Coalescence Partners Investment Management
New York
| USD 61 M | +USD 19.9 M | 2 | 23.09% | Aumentadas |
|
| 1917 |
PFG Advisors
Phoenix,
Arizona
| USD 61 M | -USD 2.68 M | 7 | 3.74% | Reducidas |
|
| 1918 |
TSM
Two Star Manager
Miami Beach,
Florida
| USD 61 M | +USD 628 k | 3 | 28.52% | Aumentadas |
|
| 1919 |
GJCM
Grand Jean Capital Management
San Francisco,
California
| USD 60.7 M | -USD 1.18 M | 4 | 14.1% | Reducidas |
|
| 1920 |
Symmetry Investments
St Helier,
Jersey
| USD 60.6 M | +USD 25.3 M | 5 | 3.16% | Aumentadas |
|
| 1921 |
Core Alternative Capital
Peachtree Corners,
Georgia
| USD 60.6 M | -USD 5.89 M | 9 | 12.66% | Reducidas |
|
| 1922 |
LWANC
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| USD 60.5 M | -USD 215 k | 13 | 9.46% | Reducidas |
|
| 1923 |
Live Oak Private Wealth
Wilmington,
North Carolina
| USD 60.4 M | -USD 2.39 M | 5 | 10.14% | Reducidas |
|
| 1924 |
IP
Interval Partners
New York
| USD 60.3 M | +USD 19.5 M | 6 | 1.18% | Aumentadas |
|
| 1925 |
Buffington Mohr McNeal
Boise,
Idaho
| USD 60.3 M | +USD 956 k | 6 | 10% | Aumentadas |
|