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 | |
|---|---|---|---|---|---|---|---|
| 2026 |
SC
Stralem & Co
New York
| USD 17.2 M | -USD 1.4 M | 3 | 9.93% | Reducidas |
|
| 2027 |
NVWM LLC
Yardley,
Pennsylvania
| USD 17.2 M | -USD 141 k | 9 | 10.57% | Reducidas |
|
| 2028 |
Capital Analysts LLC
Fort Washington,
Pennsylvania
| USD 17.2 M | +USD 631 k | 12 | 1.82% | Aumentadas |
|
| 2029 |
WEC
White Elm Capital
Greenwich,
Connecticut
| USD 17.2 M | USD 0 | 1 | 4.44% | Mantenido |
|
| 2030 |
Cornerstone Advisory
Hunt Valley,
Maryland
| USD 17.2 M | +USD 1.14 M | 8 | 3.71% | Aumentadas |
|
| 2031 |
Oaktree Capital Management
Los Angeles,
California
| USD 17.1 M | -USD 3.55 M | 1 | 0.34% | Reducidas |
|
| 2032 |
SVC
Strycker View Capital
New York
| USD 17.1 M | +USD 17.8 M | 1 | 6.78% | Nuevas |
|
| 2033 |
Eidelman Virant Capital
Saint Louis,
Missouri
| USD 17.1 M | -USD 1.16 M | 4 | 9.82% | Reducidas |
|
| 2034 |
White Pine Investment Company
Livonia,
Michigan
| USD 17.1 M | -USD 21.4 k | 3 | 7.75% | Reducidas |
|
| 2035 |
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 17 M | +USD 853 k | 6 | 3.33% | Aumentadas |
|
| 2036 |
Integrated Wealth Concepts
Waltham,
Massachusetts
| USD 17 M | +USD 1.5 M | 7 | 1.92% | Aumentadas |
|
| 2037 |
CRB
Chad R. Baker
| USD 17 M | USD 0 | 3 | 6.05% | Mantenido |
|
| 2038 |
ArrowMark Colorado Holdings
Denver,
Colorado
| USD 17 M | -USD 9.36 M | 3 | 0.17% | Reducidas |
|
| 2039 |
HI
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| USD 17 M | -USD 126 k | 4 | 3.74% | Reducidas |
|
| 2040 |
Zions Bancorporation
Salt Lake City,
Utah
| USD 17 M | +USD 3.53 M | 15 | 2.44% | Aumentadas |
|
| 2041 |
CFSG
Community Financial Services Group
Newport,
Vermont
| USD 17 M | -USD 3.77 M | 3 | 4.9% | Reducidas |
|
| 2042 |
Buckhead Capital Management
Atlanta,
Georgia
| USD 16.9 M | -USD 37.1 k | 3 | 4.84% | Reducidas |
|
| 2043 |
Avalon Global Asset Management
San Francisco,
California
| USD 16.9 M | USD 0 | 3 | 5.78% | Mantenido |
|
| 2044 |
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 16.9 M | +USD 66.7 k | 14 | 4.63% | Aumentadas |
|
| 2045 |
BC
Bruce & Co
Chicago,
Illinois
| USD 16.9 M | USD 0 | 1 | 3.5% | Mantenido |
|
| 2046 |
LHC
Lodge Hill Capital
New York
| USD 16.9 M | +USD 927 k | 2 | 4.87% | Aumentadas |
|
| 2047 |
Peninsula Wealth
San Francisco,
California
| USD 16.9 M | +USD 5 M | 5 | 8.43% | Aumentadas |
|
| 2048 |
Advanced Asset Management Advisors
Dublin,
Ohio
| USD 16.9 M | +USD 1.41 M | 4 | 5.41% | Aumentadas |
|
| 2049 |
Brightworth
Atlanta,
Georgia
| USD 16.8 M | +USD 59.8 k | 5 | 3.5% | Aumentadas |
|
| 2050 |
Caldera Capital
Dallas,
Texas
| USD 16.8 M | +USD 1.04 M | 1 | 9.68% | Aumentadas |
|