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 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 64.3 M | -USD 45 M | 3 | 14.8% | Reducidas |
|
| 752 |
DAC
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 64.1 M | +USD 63.3 M | 5 | 1.9% | Aumentadas |
|
| 753 |
Wasatch Advisors
Salt Lake City,
Utah
| USD 64.1 M | +USD 10.4 M | 7 | 0.98% | Aumentadas |
|
| 754 |
Maryland Capital Management
Towson,
Maryland
| USD 64 M | -USD 6.06 M | 6 | 10.07% | Reducidas |
|
| 755 |
WMS Partners
Towson,
Maryland
| USD 64 M | +USD 77.7 k | 7 | 8.88% | Aumentadas |
|
| 756 |
Granite Investment Partners
El Segundo,
California
| USD 63.6 M | +USD 1.39 M | 6 | 5.01% | Aumentadas |
|
| 757 |
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 63.4 M | +USD 21.5 k | 6 | 13.18% | Aumentadas |
|
| 758 |
RWWM Inc
Rocklin,
California
| USD 63.3 M | -USD 884 k | 2 | 25.83% | Reducidas |
|
| 759 |
Busey Bank
Urbana,
Illinois
| USD 62.6 M | +USD 742 k | 7 | 8.04% | Aumentadas |
|
| 760 |
Fullerton Fund Management
Singapore
| USD 62.6 M | +USD 1.18 M | 1 | 40.7% | Aumentadas |
|
| 761 |
Horan Capital Management
Hunt Valley,
Maryland
| USD 62.1 M | -USD 944 k | 5 | 17.21% | Reducidas |
|
| 762 |
LPL Financial
San Diego,
California
| USD 62 M | -USD 334 M | 9 | 0.52% | Reducidas |
|
| 763 |
Paloma Partners
Greenwich,
Connecticut
| USD 61.8 M | +USD 26.2 M | 9 | 0.68% | Aumentadas |
|
| 764 |
Arden Trust
Wilmington,
Delaware
| USD 61.6 M | +USD 629 k | 10 | 4.64% | Aumentadas |
|
| 765 |
GCM
Glynn Capital Management
Menlo Park,
California
| USD 61.1 M | -USD 2.98 M | 4 | 19.92% | Reducidas |
|
| 766 |
First Long Island Investors
Jericho,
New York
| USD 61 M | -USD 319 k | 4 | 11.32% | Reducidas |
|
| 767 |
EARNEST Partners
Atlanta,
Georgia
| USD 60 M | -USD 1.43 M | 2 | 0.65% | Reducidas |
|
| 768 |
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| USD 60 M | -USD 5.12 M | 7 | 5.18% | Reducidas |
|
| 769 |
Richard Bernstein Advisors
New York
| USD 59.7 M | USD 0 | 7 | 5.67% | Mantenido |
|
| 770 |
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 59.1 M | +USD 610 k | 4 | 11.87% | Aumentadas |
|
| 771 |
Badgley, Phelps & Bell
Seattle,
Washington
| USD 58.8 M | -USD 104 k | 7 | 5.37% | Reducidas |
|
| 772 |
AMI Asset Management
Los Angeles,
California
| USD 58.8 M | +USD 4.92 M | 2 | 4.09% | Aumentadas |
|
| 773 |
Farr Miller & Washington
Washington,
District of Columbia
| USD 58.6 M | -USD 8.21 M | 6 | 6.61% | Reducidas |
|
| 774 |
Azimuth Capital Management
Bloomfield Hills,
Michigan
| USD 58.6 M | +USD 1.79 M | 8 | 5.24% | Aumentadas |
|
| 775 |
Academy Capital Management
Waco,
Texas
| USD 58.1 M | -USD 8.94 M | 5 | 14.93% | Reducidas |
|