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 | |
|---|---|---|---|---|---|---|---|
| 1951 |
One Wealth Capital Management
Scottsdale,
Arizona
| USD 49.3 M | +USD 604 k | 5 | 26.44% | Aumentadas |
|
| 1952 |
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| USD 49.3 M | -USD 10.5 M | 3 | 26.4% | Reducidas |
|
| 1953 |
Vega Investment Solutions
Paris,
France
| USD 49.2 M | +USD 22.5 M | 9 | 9.51% | Aumentadas |
|
| 1954 |
Novo Holdings A/S
Hellerup,
Denmark
| USD 49.2 M | -USD 9.22 M | 1 | 3.75% | Reducidas |
|
| 1955 |
Nine Masts Capital
Central,
Hong Kong
| USD 49.1 M | +USD 56.8 M | 2 | 32.64% | Nuevas |
|
| 1956 |
EFG Asset Management (Americas)
Miami,
Florida
| USD 49.1 M | -USD 4.01 M | 5 | 9.95% | Reducidas |
|
| 1957 |
Delta Investment Management
San Francisco,
California
| USD 49.1 M | +USD 10.1 M | 6 | 9.91% | Aumentadas |
|
| 1958 |
Verity & Verity
Beaufort,
South Carolina
| USD 49 M | -USD 8.68 M | 5 | 4.3% | Reducidas |
|
| 1959 |
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 48.9 M | +USD 6.92 M | 3 | 10% | Aumentadas |
|
| 1960 |
Whitener Capital Management
Rocky Mount,
North Carolina
| USD 48.9 M | -USD 198 k | 7 | 13.84% | Reducidas |
|
| 1961 |
GPM Growth Investors
Bloomfield Hills,
Michigan
| USD 48.8 M | +USD 771 k | 5 | 21.4% | Aumentadas |
|
| 1962 |
CBTWT
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 48.8 M | -USD 494 k | 7 | 11.49% | Reducidas |
|
| 1963 |
Royal Fund Management
Lady Lake,
Florida
| USD 48.7 M | +USD 7.64 M | 9 | 5.42% | Aumentadas |
|
| 1964 |
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| USD 48.7 M | -USD 85 M | 2 | 3.91% | Reducidas |
|
| 1965 |
Nilsine Partners
Greenwood Village,
Colorado
| USD 48.7 M | +USD 218 k | 8 | 5.33% | Aumentadas |
|
| 1966 |
Conning Inc
Hartford,
Connecticut
| USD 48.6 M | -USD 1.95 M | 7 | 1.7% | Reducidas |
|
| 1967 |
Manhattan West Asset Management
Los Angeles,
California
| USD 48.5 M | +USD 6.13 M | 6 | 12.37% | Aumentadas |
|
| 1968 |
M
MOTCO
San Antonio,
Texas
| USD 48.5 M | -USD 1.18 M | 9 | 5.12% | Reducidas |
|
| 1969 |
Octavia Wealth Advisors
Cincinnati,
Ohio
| USD 48.4 M | +USD 383 k | 7 | 5.87% | Aumentadas |
|
| 1970 |
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| USD 48.3 M | +USD 28 k | 7 | 9.59% | Aumentadas |
|
| 1971 |
ShankerValleau Wealth Advisors
Skokie,
Illinois
| USD 48.3 M | USD 0 | 6 | 15.69% | Mantenido |
|
| 1972 |
MAM
Morse Asset Management
Darien,
Connecticut
| USD 48.3 M | +USD 13.2 k | 10 | 12.19% | Aumentadas |
|
| 1973 |
Duncker Streett & Co
St. Louis,
Missouri
| USD 48.2 M | -USD 596 k | 8 | 9.56% | Reducidas |
|
| 1974 |
KAS
Kemnay Advisory Services
New York
| USD 48.2 M | +USD 14.3 M | 4 | 9.07% | Aumentadas |
|
| 1975 |
PT
Plimoth Trust
Plymouth,
Massachusetts
| USD 48.2 M | -USD 213 k | 6 | 12.56% | Reducidas |
|