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 |
GCM Grosvenor Holdings
Chicago,
Illinois
| USD 48.5 M | USD 0 | 1 | 7.1% | Mantenido |
|
| 2052 |
Verity & Verity
Beaufort,
South Carolina
| USD 48.4 M | +USD 1.16 M | 5 | 5.28% | Aumentadas |
|
| 2053 |
Kavar Capital Partners Group
Leawood,
Kansas
| USD 48.4 M | +USD 299 k | 5 | 8.73% | Aumentadas |
|
| 2054 |
CL
CIM LLC
Albany,
New York
| USD 48.4 M | -USD 221 k | 6 | 7.27% | Reducidas |
|
| 2055 |
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 48.3 M | -USD 1.05 M | 8 | 12.53% | Reducidas |
|
| 2056 |
Sage Mountain Advisors
Atlanta,
Georgia
| USD 48.3 M | +USD 6.24 M | 6 | 4.47% | Aumentadas |
|
| 2057 |
Sierra Summit Advisors
Incline Village,
Nevada
| USD 48.3 M | +USD 2.05 M | 8 | 11.98% | Aumentadas |
|
| 2058 |
Alaska Permanent Fund
Juneau,
Alaska
| USD 48.3 M | -USD 44.8 k | 8 | 0.71% | Reducidas |
|
| 2059 |
Marietta Investment Partners
Milwaukee,
Wisconsin
| USD 48.2 M | +USD 1.73 M | 6 | 10.59% | Aumentadas |
|
| 2060 |
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| USD 48.2 M | +USD 4.1 M | 2 | 3.85% | Aumentadas |
|
| 2061 |
IC
Immersion Capital
London,
United Kingdom
| USD 48.2 M | -USD 16.9 M | 2 | 26.96% | Reducidas |
|
| 2062 |
MJP
Michael J. Puzo
| USD 48.1 M | -USD 741 k | 4 | 13.36% | Reducidas |
|
| 2063 |
Dynasty Wealth Management
St. Petersburg,
Florida
| USD 48.1 M | +USD 1.3 M | 5 | 1.42% | Aumentadas |
|
| 2064 |
Scholtz & Company
Stamford,
Connecticut
| USD 48 M | -USD 237 k | 3 | 20.46% | Reducidas |
|
| 2065 |
Westover Capital Advisors
Wilmington,
Delaware
| USD 48 M | +USD 1.44 M | 7 | 12.37% | Aumentadas |
|
| 2066 |
Jacobi Capital Management
Pittston,
Pennsylvania
| USD 47.9 M | +USD 1.04 M | 8 | 4.16% | Aumentadas |
|
| 2067 |
Sigma Investment Counselors
Northville,
Michigan
| USD 47.9 M | -USD 588 k | 5 | 3% | Reducidas |
|
| 2068 |
Horizon Investments
Charlotte,
North Carolina
| USD 47.8 M | -USD 35.4 M | 13 | 1.32% | Reducidas |
|
| 2069 |
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| USD 47.8 M | -USD 5.83 M | 4 | 2.06% | Reducidas |
|
| 2070 |
Parsifal Capital Management
Greenwich,
Connecticut
| USD 47.7 M | -USD 21.7 M | 1 | 3.45% | Reducidas |
|
| 2071 |
Jackson Wealth Management
Lake Mary,
Florida
| USD 47.7 M | -USD 30.9 M | 4 | 10.24% | Reducidas |
|
| 2072 |
Spectrum Wealth Counsel
Indianapolis,
Indiana
| USD 47.7 M | +USD 1.47 M | 7 | 6.03% | Aumentadas |
|
| 2073 |
Trek Financial
Scottsdale,
Arizona
| USD 47.7 M | +USD 2.77 M | 10 | 3.79% | Aumentadas |
|
| 2074 |
Laurion Capital Management
New York
| USD 47.6 M | -USD 111 M | 3 | 0.56% | Reducidas |
|
| 2075 |
L2 Asset Management
Wayland,
Massachusetts
| USD 47.6 M | +USD 6.65 M | 7 | 14.35% | Aumentadas |
|