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 |
Rikoon Group
Santa Fe,
New Mexico
| USD 30.6 M | +USD 199 k | 8 | 8.14% | Aumentadas |
|
| 2052 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| USD 30.6 M | USD 0 | 5 | 6.35% | Mantenido |
|
| 2053 |
CCM
Conway Capital Management
Burbank,
California
| USD 30.5 M | -USD 508 k | 6 | 22.81% | Reducidas |
|
| 2054 |
Corda Investment Management
Houston,
Texas
| USD 30.4 M | -USD 628 k | 3 | 2.76% | Reducidas |
|
| 2055 |
Woodline Partners
San Francisco,
California
| USD 30.3 M | -USD 117 M | 2 | 0.67% | Reducidas |
|
| 2056 |
Avidian Wealth Enterprises
Houston,
Texas
| USD 30.2 M | +USD 396 k | 9 | 2.57% | Aumentadas |
|
| 2057 |
Zuckerman Investment Group
Chicago,
Illinois
| USD 30.2 M | +USD 1.2 M | 4 | 4.95% | Aumentadas |
|
| 2058 |
Beech Hill Advisors
New York
| USD 30.1 M | +USD 4 M | 7 | 12.49% | Aumentadas |
|
| 2059 |
Berger Financial Group
Plymouth,
Minnesota
| USD 30.1 M | +USD 1.57 M | 7 | 6.55% | Aumentadas |
|
| 2060 |
Myriad Asset Management
North Point,
Hong Kong
| USD 30.1 M | +USD 29 M | 3 | 3.12% | Aumentadas |
|
| 2061 |
SOA Wealth Advisors
New York
| USD 30 M | +USD 434 k | 12 | 8.41% | Aumentadas |
|
| 2062 |
Stoneridge Investment Partners
Radnor,
Pennsylvania
| USD 30 M | +USD 1.97 M | 7 | 15.74% | Aumentadas |
|
| 2063 |
MJP
Michael J. Puzo
| USD 30 M | -USD 1.11 M | 4 | 9.55% | Reducidas |
|
| 2064 |
Formula Growth
Montreal,
Quebec, Canada
| USD 29.9 M | +USD 4.06 M | 4 | 4.3% | Aumentadas |
|
| 2065 |
SFE Investment Counsel
Los Angeles,
California
| USD 29.9 M | +USD 5.72 M | 7 | 8.7% | Aumentadas |
|
| 2066 |
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 29.9 M | +USD 7.4 M | 3 | 3.99% | Aumentadas |
|
| 2067 |
Bandera Partners
New York
| USD 29.9 M | USD 0 | 3 | 11.74% | Mantenido |
|
| 2068 |
BW Gestao de Investimentos
Sao Paulo,
Brazil
| USD 29.8 M | +USD 2.48 M | 4 | 8.45% | Aumentadas |
|
| 2069 |
PCMK
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| USD 29.8 M | -USD 1.42 M | 4 | 14.95% | Reducidas |
|
| 2070 |
Toth Financial Advisory
Leesburg,
Virginia
| USD 29.8 M | -USD 2.28 M | 12 | 4.76% | Reducidas |
|
| 2071 |
Sigma Investment Counselors
Northville,
Michigan
| USD 29.8 M | +USD 1.27 M | 6 | 2.42% | Aumentadas |
|
| 2072 |
Stratos Investment Management
Beachwood,
Ohio
| USD 29.7 M | -USD 1.62 M | 5 | 9.38% | Reducidas |
|
| 2073 |
Chapman Investment Management
San Anselmo,
California
| USD 29.6 M | -USD 722 k | 3 | 18.69% | Reducidas |
|
| 2074 |
Steamboat Capital Partners
Rye,
New York
| USD 29.6 M | +USD 134 k | 3 | 8.74% | Aumentadas |
|
| 2075 |
Whalerock Point Partners
Providence,
Rhode Island
| USD 29.6 M | +USD 1.66 M | 5 | 13.03% | Aumentadas |
|