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 |
BWCP LP
Dallas,
Texas
| USD 27.5 M | -USD 12.8 M | 3 | 14.29% | Reducidas |
|
| 2027 |
Toronado Partners
San Francisco,
California
| USD 27.4 M | +USD 7.59 M | 1 | 9.68% | Aumentadas |
|
| 2028 |
Blue Trust Inc
Alpharetta,
Georgia
| USD 27.4 M | +USD 1.85 M | 26 | 0.48% | Aumentadas |
|
| 2029 |
Capital City Trust
Tallahassee,
Florida
| USD 27.4 M | -USD 139 k | 6 | 9.6% | Reducidas |
|
| 2030 |
Weiss Asset Management
Boston,
Massachusetts
| USD 27.4 M | +USD 19.4 M | 9 | 0.67% | Aumentadas |
|
| 2031 |
BIM
Bridgecreek Investment Management
Tulsa,
Oklahoma
| USD 27.4 M | +USD 212 k | 3 | 5.85% | Aumentadas |
|
| 2032 |
CX Institutional
Auburn,
Indiana
| USD 27.4 M | +USD 9.9 M | 8 | 1.9% | Aumentadas |
|
| 2033 |
Nicholas Investment Partners
Rancho Santa Fe,
California
| USD 27.3 M | -USD 502 k | 7 | 2.53% | Reducidas |
|
| 2034 |
QV Investors
Calgary,
Alberta, Canada
| USD 27.3 M | +USD 5.16 M | 3 | 2.64% | Aumentadas |
|
| 2035 |
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 27.3 M | -USD 170 k | 5 | 4.53% | Reducidas |
|
| 2036 |
7G Capital Management
New York
| USD 27.3 M | +USD 5.82 M | 3 | 17.53% | Aumentadas |
|
| 2037 |
Eagle Rock Investment Company
Atlanta,
Georgia
| USD 27.3 M | +USD 3.12 M | 6 | 7.11% | Aumentadas |
|
| 2038 |
Chemung Canal Trust
Elmira,
New York
| USD 27.2 M | -USD 768 k | 5 | 6.79% | Reducidas |
|
| 2039 |
GFG Capital
Miami,
Florida
| USD 27.2 M | +USD 687 k | 6 | 9% | Aumentadas |
|
| 2040 |
River Global Investors
London,
United Kingdom
| USD 27.2 M | -USD 827 k | 7 | 5.21% | Reducidas |
|
| 2041 |
Atwood & Palmer
Kansas City,
Missouri
| USD 27.2 M | -USD 28.7 k | 9 | 2.69% | Reducidas |
|
| 2042 |
Canal Insurance Company
Greenville,
South Carolina
| USD 27.1 M | USD 0 | 3 | 8.08% | Mantenido |
|
| 2043 |
CL
CIM LLC
Albany,
New York
| USD 27.1 M | -USD 963 k | 4 | 5.71% | Reducidas |
|
| 2044 |
CenterBook Partners
Greenwich,
Connecticut
| USD 27.1 M | +USD 3.18 M | 4 | 5.22% | Aumentadas |
|
| 2045 |
Balboa Wealth Partners
Scottsdale,
Arizona
| USD 27.1 M | +USD 30.8 M | 6 | 11.9% | Nuevas |
|
| 2046 |
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 27.1 M | -USD 12.2 M | 1 | 3.82% | Reducidas |
|
| 2047 |
Iowa State Bank
Urbandale,
Iowa
| USD 27 M | +USD 278 k | 5 | 7.69% | Aumentadas |
|
| 2048 |
Stewart Asset Management
New York
| USD 26.9 M | +USD 3.67 M | 3 | 19.55% | Aumentadas |
|
| 2049 |
PWP
Pursue Wealth Partners
Clayton,
California
| USD 26.9 M | +USD 2.14 M | 11 | 19.37% | Aumentadas |
|
| 2050 |
Pine Ridge Advisers
New York
| USD 26.9 M | USD 0 | 3 | 8.34% | Mantenido |
|