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 | |
|---|---|---|---|---|---|---|---|
| 1926 |
Newport Trust Company
Washington,
District of Columbia
| USD 40.8 M | -USD 1.99 M | 2 | 0.11% | Reducidas |
|
| 1927 |
Avior Wealth Management
Omaha,
Nebraska
| USD 40.8 M | +USD 326 k | 17 | 3.52% | Aumentadas |
|
| 1928 |
Optas LLC
Austin,
Texas
| USD 40.8 M | +USD 32.6 k | 5 | 13.34% | Aumentadas |
|
| 1929 |
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 40.8 M | +USD 2.06 M | 6 | 15.09% | Aumentadas |
|
| 1930 |
Lakehouse Capital
Sydney NSW,
Australia
| USD 40.7 M | +USD 2.72 M | 3 | 26.45% | Aumentadas |
|
| 1931 |
Visionary Wealth Advisors
O'fallon,
Illinois
| USD 40.7 M | +USD 3.12 M | 7 | 3.27% | Aumentadas |
|
| 1932 |
Roberts, Glore & Co
Deerfield,
Illinois
| USD 40.7 M | -USD 1.79 M | 7 | 11.71% | Reducidas |
|
| 1933 |
HLC
Hunt Lane Capital
New York
| USD 40.6 M | -USD 1.42 M | 4 | 25.2% | Reducidas |
|
| 1934 |
NIC
Northwest Investment Counselors
Lake Oswego,
Oregon
| USD 40.6 M | -USD 509 k | 11 | 10.73% | Reducidas |
|
| 1935 |
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| USD 40.6 M | -USD 1.01 M | 5 | 3.96% | Reducidas |
|
| 1936 |
CL
CIM LLC
Albany,
New York
| USD 40.6 M | -USD 3.07 M | 4 | 7.56% | Reducidas |
|
| 1937 |
Institutional Venture Management XIII
Menlo Park,
California
| USD 40.6 M | USD 0 | 1 | 10.37% | Mantenido |
|
| 1938 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| USD 40.6 M | +USD 35.8 M | 6 | 4.04% | Aumentadas |
|
| 1939 |
Aspiriant LLC
Los Angeles,
California
| USD 40.6 M | -USD 4.84 M | 8 | 2.23% | Reducidas |
|
| 1940 |
KWMG
King Wealth Management Group
Naples,
Florida
| USD 40.5 M | -USD 6.13 M | 6 | 7.96% | Reducidas |
|
| 1941 |
Cubic Asset Management
Boston,
Massachusetts
| USD 40.5 M | -USD 2.59 M | 6 | 9.44% | Reducidas |
|
| 1942 |
Eudaimonia Partners
Winchester,
Tennessee
| USD 40.5 M | +USD 39.3 M | 7 | 6.89% | Nuevas |
|
| 1943 |
PDT Partners
New York
| USD 40.5 M | +USD 2.51 M | 15 | 3.49% | Aumentadas |
|
| 1944 |
Octavia Wealth Advisors
Cincinnati,
Ohio
| USD 40.5 M | -USD 1.35 M | 6 | 9% | Reducidas |
|
| 1945 |
Chapman Investment Management
San Anselmo,
California
| USD 40.4 M | +USD 182 k | 3 | 21.52% | Aumentadas |
|
| 1946 |
Moore Capital Management
New York
| USD 40.4 M | -USD 149 M | 5 | 1.03% | Reducidas |
|
| 1947 |
Aperture Investors
New York
| USD 40.4 M | +USD 19.8 M | 5 | 5.24% | Aumentadas |
|
| 1948 |
Farley Capital
New York
| USD 40.4 M | +USD 10.7 M | 4 | 38.01% | Aumentadas |
|
| 1949 |
Bank of New Hampshire
Laconia,
New Hampshire
| USD 40.4 M | -USD 583 k | 14 | 9.82% | Reducidas |
|
| 1950 |
Jump Financial
Chicago,
Illinois
| USD 40.4 M | -USD 10.8 M | 17 | 1.72% | Reducidas |
|