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 |
RFMS
RWQ Financial Management Services
Naples,
Florida
| USD 69.5 M | +USD 6.8 M | 6 | 30.17% | Aumentadas |
|
| 1927 |
Jackson Square Capital
San Francisco,
California
| USD 69.5 M | +USD 5.36 M | 7 | 15.16% | Aumentadas |
|
| 1928 |
BW Gestao de Investimentos
Sao Paulo,
Brazil
| USD 69.5 M | -USD 39 M | 4 | 3.04% | Reducidas |
|
| 1929 |
Constitution Capital
Shelton,
Connecticut
| USD 69.4 M | +USD 4.71 M | 3 | 32.46% | Aumentadas |
|
| 1930 |
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 69.4 M | -USD 854 k | 6 | 21.91% | Reducidas |
|
| 1931 |
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 69.3 M | +USD 842 k | 2 | 15.15% | Aumentadas |
|
| 1932 |
Apollon Financial
Mount Pleasant,
South Carolina
| USD 69.3 M | +USD 3.93 M | 7 | 11.52% | Aumentadas |
|
| 1933 |
Bell Asset Management
Melbourne,
Australia
| USD 69.2 M | -USD 35.1 M | 4 | 18.93% | Reducidas |
|
| 1934 |
Richard Bernstein Advisors
New York
| USD 69.2 M | -USD 74.8 M | 5 | 1.97% | Reducidas |
|
| 1935 |
Laffer Tengler Investments
Nashville,
Tennessee
| USD 69.1 M | +USD 1.39 M | 6 | 10.94% | Aumentadas |
|
| 1936 |
Lake Street Private Wealth
Chicago,
Illinois
| USD 69.1 M | +USD 4.06 M | 11 | 8.9% | Aumentadas |
|
| 1937 |
Manhattan West Asset Management
Los Angeles,
California
| USD 69 M | +USD 218 k | 7 | 14.58% | Aumentadas |
|
| 1938 |
Sierra Summit Advisors
Incline Village,
Nevada
| USD 69 M | -USD 5.34 M | 9 | 10.51% | Reducidas |
|
| 1939 |
BWCP LP
Dallas,
Texas
| USD 68.9 M | +USD 17.3 M | 2 | 11.95% | Aumentadas |
|
| 1940 |
FIM
FWL Investment Management
Dallas,
Texas
| USD 68.8 M | +USD 1.65 M | 9 | 17.93% | Aumentadas |
|
| 1941 |
Hodges Capital Management
Dallas,
Texas
| USD 68.7 M | -USD 145 k | 7 | 5.88% | Reducidas |
|
| 1942 |
SP
SIH Partners
Wilmington,
Delaware
| USD 68.7 M | -USD 93 M | 9 | 1.95% | Reducidas |
|
| 1943 |
Blue Zone Wealth Advisors
Los Angeles,
California
| USD 68.6 M | +USD 23.4 M | 7 | 13.7% | Aumentadas |
|
| 1944 |
Westerkirk Capital
Victoria,
| USD 68.6 M | +USD 1.83 M | 8 | 7.84% | Aumentadas |
|
| 1945 |
Fulcrum Asset Management
London,
United Kingdom
| USD 68.5 M | -USD 2.31 M | 5 | 19% | Reducidas |
|
| 1946 |
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 68.5 M | +USD 208 k | 7 | 6.52% | Aumentadas |
|
| 1947 |
Chemistry Wealth Management
New York
| USD 68.4 M | +USD 1.41 M | 6 | 13.21% | Aumentadas |
|
| 1948 |
Ascent Wealth Partners
New Hartford,
New York
| USD 68.4 M | -USD 6.91 M | 7 | 7.94% | Reducidas |
|
| 1949 |
Vishria Bird Financial Group
Memphis,
Tennessee
| USD 68.4 M | +USD 312 k | 6 | 13.42% | Aumentadas |
|
| 1950 |
Punch & Associates Investment Management
Edina,
Minnesota
| USD 68.4 M | -USD 6.59 M | 4 | 3.96% | Reducidas |
|