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 | |
|---|---|---|---|---|---|---|---|
| 751 |
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 66.5 M | -USD 3.49 M | 8 | 10.83% | Reducidas |
|
| 752 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| USD 66.2 M | +USD 24.1 M | 4 | 12.42% | Aumentadas |
|
| 753 |
Chilton Capital Management
Houston,
Texas
| USD 66.2 M | -USD 13.1 M | 5 | 6.94% | Reducidas |
|
| 754 |
Trillium Asset Management
Boston,
Massachusetts
| USD 66.2 M | -USD 336 k | 6 | 4.47% | Reducidas |
|
| 755 |
Avity Investment Management
Greenwich,
Connecticut
| USD 66 M | -USD 2.1 M | 6 | 10.4% | Reducidas |
|
| 756 |
Alliance Trust
Dundee, Scotland,
United Kingdom
| USD 66 M | +USD 62.8 M | 1 | 3.08% | Nuevas |
|
| 757 |
Veritable
Wilmington,
Delaware
| USD 65.7 M | +USD 725 k | 9 | 1.8% | Aumentadas |
|
| 758 |
RWWM Inc
Rocklin,
California
| USD 65.5 M | +USD 6.18 M | 2 | 29.35% | Aumentadas |
|
| 759 |
Cortland Associates
St Louis,
Missouri
| USD 65.5 M | +USD 503 k | 5 | 12.69% | Aumentadas |
|
| 760 |
Dragoneer Investment Group
San Francisco,
California
| USD 65.4 M | -USD 14.5 M | 1 | 19.77% | Reducidas |
|
| 761 |
Academy Capital Management
Waco,
Texas
| USD 65 M | -USD 7.14 M | 5 | 14.74% | Reducidas |
|
| 762 |
KCM
Kingstown Capital Management
New York
| USD 64.6 M | +USD 61.2 M | 1 | 6.96% | Nuevas |
|
| 763 |
IQ EQ Fund Management
Dublin 2,
Ireland
| USD 64.6 M | -USD 976 k | 5 | 11.07% | Reducidas |
|
| 764 |
Alpha Wave Global
New York
| USD 64.5 M | +USD 60.2 M | 1 | 4.16% | Nuevas |
|
| 765 |
EARNEST Partners
Atlanta,
Georgia
| USD 64.3 M | -USD 9.32 M | 2 | 0.66% | Reducidas |
|
| 766 |
Klingenstein Fields & Co
New York
| USD 64.1 M | +USD 235 k | 6 | 3.18% | Aumentadas |
|
| 767 |
Sumitomo Life Insurance
Tokyo,
Japan
| USD 63.9 M | +USD 1.72 M | 7 | 8.07% | Aumentadas |
|
| 768 |
Osterweis Capital Management
San Francisco,
California
| USD 63.8 M | -USD 77 M | 2 | 5.88% | Reducidas |
|
| 769 |
Sirios Capital Management
Boston,
Massachusetts
| USD 63.8 M | -USD 25.2 M | 1 | 2.31% | Reducidas |
|
| 770 |
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 63.6 M | -USD 53.2 M | 3 | 16.57% | Reducidas |
|
| 771 |
Constellation Investments
Montgomery,
Ohio
| USD 63.5 M | +USD 1.72 M | 9 | 11.87% | Aumentadas |
|
| 772 |
HCM
Hirzel Capital Management
Dallas,
Texas
| USD 63.4 M | +USD 15.5 M | 1 | 11.18% | Aumentadas |
|
| 773 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| USD 63.1 M | +USD 14.6 M | 3 | 3.53% | Aumentadas |
|
| 774 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
| USD 63 M | +USD 15 M | 8 | 4.06% | Aumentadas |
|
| 775 |
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 62.7 M | +USD 6.66 M | 6 | 4.58% | Aumentadas |
|