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 | |
|---|---|---|---|---|---|---|---|
| 2351 |
LT
Legacy Trust
Grand Rapids,
Michigan
| USD 41 M | +USD 76.9 k | 5 | 9.51% | Aumentadas |
|
| 2352 |
Lakehouse Capital
Sydney NSW,
Australia
| USD 40.9 M | USD 0 | 3 | 27.6% | Mantenido |
|
| 2353 |
General Catalyst Group Management
Cambridge,
Massachusetts
| USD 40.9 M | +USD 37.3 M | 1 | 3.59% | Nuevas |
|
| 2354 |
MAM
Mystic Asset Management
Warwick,
Rhode Island
| USD 40.9 M | +USD 13.4 M | 9 | 10.96% | Aumentadas |
|
| 2355 |
Brady Family Wealth
Saint Louis,
Missouri
| USD 40.9 M | -USD 752 k | 5 | 12.54% | Reducidas |
|
| 2356 |
Bearing Point Capital
Bloomington,
Minnesota
| USD 40.9 M | +USD 39.1 M | 5 | 8.52% | Nuevas |
|
| 2357 |
HP
Hound Partners
New York
| USD 40.8 M | -USD 20 M | 2 | 15.68% | Reducidas |
|
| 2358 |
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| USD 40.8 M | +USD 1.08 M | 7 | 5.47% | Aumentadas |
|
| 2359 |
Callan Capital
La Jolla,
California
| USD 40.8 M | -USD 2.75 M | 6 | 2.98% | Reducidas |
|
| 2360 |
San Luis Wealth Advisors
San Luis Obispo,
California
| USD 40.7 M | +USD 6.94 M | 6 | 7.71% | Aumentadas |
|
| 2361 |
ECM
EMC Capital Management
Houston,
Texas
| USD 40.6 M | +USD 4.5 M | 6 | 22.82% | Aumentadas |
|
| 2362 |
Union Heritage Capital
Bloomfield Hills,
Michigan
| USD 40.5 M | USD 0 | 4 | 14.98% | Mantenido |
|
| 2363 |
Mirabaud Asset Management
London,
United Kingdom
| USD 40.5 M | -USD 2.16 M | 4 | 18.83% | Reducidas |
|
| 2364 |
Beech Hill Advisors
New York
| USD 40.5 M | -USD 744 k | 6 | 15.15% | Reducidas |
|
| 2365 |
L.J. Altfest & Co
New York
| USD 40.5 M | -USD 3.46 M | 6 | 5.16% | Reducidas |
|
| 2366 |
Annandale Capital
Dallas,
Texas
| USD 40.4 M | -USD 258 k | 5 | 6.41% | Reducidas |
|
| 2367 |
World Equity Group
Schaumburg,
Illinois
| USD 40.3 M | +USD 13.5 M | 6 | 8.64% | Aumentadas |
|
| 2368 |
Oak Harvest Investment Services
Houston,
Texas
| USD 40.3 M | +USD 7.53 M | 8 | 5.61% | Aumentadas |
|
| 2369 |
Oasis Management Company
Grand Cayman,
Cayman Islands
| USD 40.3 M | +USD 34.9 M | 2 | 8.5% | Aumentadas |
|
| 2370 |
Regatta Capital Group
El Segundo,
California
| USD 40.2 M | -USD 274 k | 7 | 7.8% | Reducidas |
|
| 2371 |
Golden State Equity Partners
South Coast Metro,
California
| USD 40.2 M | -USD 3.86 M | 6 | 7.69% | Reducidas |
|
| 2372 |
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 40.2 M | -USD 1.01 M | 5 | 24.66% | Reducidas |
|
| 2373 |
Alpha Capital Management
Austin,
Texas
| USD 40.1 M | -USD 523 k | 6 | 7.36% | Reducidas |
|
| 2374 |
Oarsman Capital
Milwaukee,
Wisconsin
| USD 40 M | -USD 140 k | 13 | 6.96% | Reducidas |
|
| 2375 |
Polaris Capital Management
Boston,
Massachusetts
| USD 40 M | -USD 2.9 M | 1 | 1.93% | Reducidas |
|