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 | |
|---|---|---|---|---|---|---|---|
| 2051 |
MIP
Marietta Investment Partners
Milwaukee,
Wisconsin
| USD 66.5 M | -USD 3.03 M | 7 | 11.43% | Reducidas |
|
| 2052 |
SC
Shellback Capital
Boston,
Massachusetts
| USD 66.4 M | +USD 56.1 M | 5 | 5.82% | Aumentadas |
|
| 2053 |
AGC
Alden Global Capital
Brandon,
Florida
| USD 66.4 M | +USD 31.8 M | 5 | 24.36% | Aumentadas |
|
| 2054 |
TA
Trivest Advisors
Hong Kong
| USD 66.4 M | -USD 11.6 M | 2 | 2.09% | Reducidas |
|
| 2055 |
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 66.3 M | +USD 777 k | 10 | 9.58% | Aumentadas |
|
| 2056 |
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| USD 66.3 M | -USD 3.47 M | 6 | 9.03% | Reducidas |
|
| 2057 |
AFIA
America First Investment Advisors
Omaha,
Nebraska
| USD 66.3 M | -USD 992 k | 3 | 12.3% | Reducidas |
|
| 2058 |
WC
Waterloo Capital
Austin,
Texas
| USD 66.3 M | +USD 7.24 M | 9 | 3.72% | Aumentadas |
|
| 2059 |
LA
Lynch & Associates
Newburgh,
Indiana
| USD 66.3 M | -USD 144 k | 5 | 11.57% | Reducidas |
|
| 2060 |
Royal Fund Management
Lady Lake,
Florida
| USD 66.2 M | -USD 3.14 M | 12 | 5.51% | Reducidas |
|
| 2061 |
CFLC
California First Leasing Corp
Newport Beach,
California
| USD 66.1 M | USD 0 | 5 | 14.04% | Mantenido |
|
| 2062 |
MCM
McDonough Capital Management
Orlando,
Florida
| USD 66.1 M | +USD 9.6 M | 5 | 33.03% | Aumentadas |
|
| 2063 |
Laurel Oak Wealth Management
Marlton,
New Jersey
| USD 66 M | +USD 1.29 M | 8 | 9.62% | Aumentadas |
|
| 2064 |
3CP
3G Capital Partners
New York
| USD 65.9 M | -USD 23.2 M | 4 | 17.67% | Reducidas |
|
| 2065 |
Jamison Private Wealth Management
Milton,
Georgia
| USD 65.9 M | +USD 3.6 M | 8 | 6.66% | Aumentadas |
|
| 2066 |
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| USD 65.7 M | +USD 10.3 M | 3 | 7.57% | Aumentadas |
|
| 2067 |
Sompo Asset Management
Tokyo,
Japan
| USD 65.6 M | -USD 3.13 M | 6 | 10.77% | Reducidas |
|
| 2068 |
Copeland Capital Management
Conshohocken,
Pennsylvania
| USD 65.5 M | +USD 3.43 M | 4 | 1.35% | Aumentadas |
|
| 2069 |
UOIF
University of Illinois Foundation
Champaign,
Illinois
| USD 65.4 M | +USD 36.7 M | 2 | 11.69% | Aumentadas |
|
| 2070 |
XML Financial
Bethesda,
Maryland
| USD 65.4 M | +USD 82.1 k | 6 | 4.76% | Aumentadas |
|
| 2071 |
RAM Investment Partners
Bellevue,
Washington
| USD 65.4 M | -USD 2.8 M | 5 | 10.45% | Reducidas |
|
| 2072 |
AA
Alta Advisers
London,
United Kingdom
| USD 65.3 M | +USD 29.2 M | 8 | 14.81% | Aumentadas |
|
| 2073 |
Westside Investment Management
Santa Monica,
California
| USD 65 M | +USD 736 k | 16 | 8.54% | Aumentadas |
|
| 2074 |
MCS
Mercuria Capital Strategies
Houston,
Texas
| USD 65 M | +USD 43.3 M | 1 | 39.84% | Nuevas |
|
| 2075 |
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 64.8 M | -USD 399 k | 7 | 6.48% | Reducidas |
|