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 |
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| USD 50.4 M | +USD 14.6 M | 7 | 12.82% | Aumentadas |
|
| 1927 |
Good Life Advisors
Reading,
Pennsylvania
| USD 50.4 M | +USD 538 k | 8 | 4.47% | Aumentadas |
|
| 1928 |
Tenere Capital
New York
| USD 50.3 M | -USD 36.3 M | 3 | 14.98% | Reducidas |
|
| 1929 |
Campbell Capital Management
Miami,
Florida
| USD 50.3 M | -USD 677 k | 2 | 22.15% | Reducidas |
|
| 1930 |
Bedell Frazier Investment Counselling
Walnut Creek,
California
| USD 50.2 M | -USD 6.48 M | 6 | 12.55% | Reducidas |
|
| 1931 |
11 Capital Partners
Darien,
Connecticut
| USD 50.2 M | -USD 11 M | 2 | 16.19% | Reducidas |
|
| 1932 |
Hohimer Wealth Management
Seattle,
Washington
| USD 50.2 M | +USD 210 k | 8 | 11.76% | Aumentadas |
|
| 1933 |
Albar Capital
London,
United Kingdom
| USD 50.1 M | -USD 3.2 M | 1 | 8.52% | Reducidas |
|
| 1934 |
ThornTree Capital Partners
Boston,
Massachusetts
| USD 50.1 M | +USD 20.1 M | 2 | 8.46% | Aumentadas |
|
| 1935 |
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| USD 50.1 M | -USD 10.8 M | 2 | 3.98% | Reducidas |
|
| 1936 |
Harbour Trust & Investment Management
Michigan City,
Indiana
| USD 50.1 M | +USD 588 k | 6 | 6.29% | Aumentadas |
|
| 1937 |
Fogel Capital Management
Stuart,
Florida
| USD 50.1 M | -USD 1.19 M | 2 | 29.43% | Reducidas |
|
| 1938 |
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 50 M | -USD 449 k | 6 | 19.18% | Reducidas |
|
| 1939 |
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 50 M | -USD 1.79 M | 4 | 10.37% | Reducidas |
|
| 1940 |
Tremblant Capital Group
West Palm Beach,
Florida
| USD 50 M | -USD 12.3 M | 2 | 5.4% | Reducidas |
|
| 1941 |
Eisler Capital (UK)
London,
United Kingdom
| USD 50 M | -USD 84.3 M | 9 | 0.42% | Reducidas |
|
| 1942 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
| USD 49.8 M | +USD 4.38 M | 18 | 8.07% | Aumentadas |
|
| 1943 |
PT
Plimoth Trust
Plymouth,
Massachusetts
| USD 49.8 M | +USD 480 k | 6 | 13.28% | Aumentadas |
|
| 1944 |
NKCFO LLC
Geneva,
Illinois
| USD 49.8 M | -USD 11.9 M | 5 | 29.73% | Reducidas |
|
| 1945 |
HCR Wealth Advisors
Los Angeles,
California
| USD 49.6 M | -USD 4.83 M | 6 | 7.53% | Reducidas |
|
| 1946 |
Sunbelt Securities
Houston,
Texas
| USD 49.5 M | -USD 814 k | 22 | 5.52% | Reducidas |
|
| 1947 |
Alphadyne Asset Management
New York
| USD 49.5 M | +USD 46.9 M | 1 | 14.02% | Nuevas |
|
| 1948 |
Balboa Wealth Partners
Scottsdale,
Arizona
| USD 49.4 M | -USD 26.5 k | 11 | 14.54% | Reducidas |
|
| 1949 |
Dorchester Wealth Management
Montreal,
Quebec, Canada
| USD 49.4 M | -USD 97.9 k | 6 | 8.88% | Reducidas |
|
| 1950 |
Whitener Capital Management
Rocky Mount,
North Carolina
| USD 49.4 M | +USD 58.6 k | 8 | 16.16% | Aumentadas |
|