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 | |
|---|---|---|---|---|---|---|---|
| 801 |
Clarkston Capital Partners
Rochester,
Michigan
| USD 79.5 M | +USD 7.31 M | 6 | 3.28% | Aumentadas |
|
| 802 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 79.4 M | -USD 781 k | 1 | 1.66% | Reducidas |
|
| 803 |
Osterweis Capital Management
San Francisco,
California
| USD 79.3 M | -USD 3.72 M | 2 | 5.95% | Reducidas |
|
| 804 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 79.2 M | -USD 7.35 M | 14 | 7.02% | Reducidas |
|
| 805 |
Davidson Investment Advisors
Great Falls,
Montana
| USD 79.2 M | +USD 16.4 M | 4 | 8.56% | Aumentadas |
|
| 806 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 78.8 M | USD 0 | 3 | 15.89% | Mantenido |
|
| 807 |
MML Investors Services
Springfield,
Massachusetts
| USD 78.8 M | +USD 2.95 M | 15 | 1.63% | Aumentadas |
|
| 808 |
PC
Passport Capital
San Francisco,
California
| USD 78.5 M | +USD 11.2 M | 3 | 21.67% | Aumentadas |
|
| 809 |
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| USD 78.3 M | +USD 1.37 M | 6 | 4.49% | Aumentadas |
|
| 810 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 78.3 M | -USD 26.1 M | 4 | 5.9% | Reducidas |
|
| 811 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| USD 78.2 M | +USD 11.2 M | 6 | 3.68% | Aumentadas |
|
| 812 |
RWWM Inc
Rocklin,
California
| USD 78.2 M | -USD 2.88 M | 2 | 28.03% | Reducidas |
|
| 813 |
AC
Asturias Capital
New York
| USD 78 M | +USD 15.5 M | 2 | 18.32% | Aumentadas |
|
| 814 |
Quest Investment Management
Lake Oswego,
Oregon
| USD 78 M | +USD 13 M | 5 | 9.98% | Aumentadas |
|
| 815 |
Wealthfront
Palo Alto,
California
| USD 77.7 M | +USD 9.5 M | 11 | 1% | Aumentadas |
|
| 816 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 77.6 M | USD 0 | 3 | 1.86% | Mantenido |
|
| 817 |
Boston Common Asset Management
Boston,
Massachusetts
| USD 77.6 M | -USD 2.33 M | 6 | 9.67% | Reducidas |
|
| 818 |
Empire Life Investments
Toronto,
Ontario, Canada
| USD 77.1 M | -USD 6.24 M | 5 | 6.23% | Reducidas |
|
| 819 |
Steward Partners Investment Advisory
New York
| USD 77 M | +USD 4.37 M | 15 | 7.84% | Aumentadas |
|
| 820 |
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| USD 76.9 M | -USD 499 k | 8 | 6.11% | Reducidas |
|
| 821 |
HC
Henshaw Capital
Woburn,
Massachusetts
| USD 76.5 M | -USD 896 k | 6 | 7.83% | Reducidas |
|
| 822 |
Old National Bancorp
Evansville,
Indiana
| USD 76.5 M | +USD 238 k | 11 | 4.16% | Aumentadas |
|
| 823 |
ARS Investment Partners
New York
| USD 76.5 M | -USD 4.54 M | 7 | 9.85% | Reducidas |
|
| 824 |
Crestwood Advisors Group
Boston,
Massachusetts
| USD 76.4 M | +USD 350 k | 6 | 6.56% | Aumentadas |
|
| 825 |
Cullen Capital Management
New York
| USD 76 M | -USD 11.4 M | 3 | 2.65% | Reducidas |
|