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 | |
|---|---|---|---|---|---|---|---|
| 826 |
GAMCO Investors
Greenwich,
Connecticut
| USD 54.2 M | +USD 23.9 M | 7 | 0.36% | Aumentadas |
|
| 827 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 54 M | +USD 13.9 M | 3 | 9.75% | Aumentadas |
|
| 828 |
Clarkston Capital Partners
Rochester,
Michigan
| USD 53.9 M | +USD 1.57 M | 5 | 2.99% | Aumentadas |
|
| 829 |
TM
Thrax Management
New York
| USD 53.9 M | +USD 3.03 M | 3 | 8.4% | Aumentadas |
|
| 830 |
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| USD 53.7 M | +USD 8.58 M | 6 | 3.77% | Aumentadas |
|
| 831 |
Kovitz Investment Group Partners
Chicago,
Illinois
| USD 53.6 M | +USD 51.5 M | 4 | 3.17% | Nuevas |
|
| 832 |
DCM
Decatur Capital Management
Decatur,
Georgia
| USD 53.5 M | +USD 1.92 M | 3 | 7.02% | Aumentadas |
|
| 833 |
Light Street Capital Management
Palo Alto,
California
| USD 53.4 M | +USD 14.2 M | 1 | 9.1% | Aumentadas |
|
| 834 |
Huber Capital Management
El Segundo,
California
| USD 53.3 M | -USD 124 k | 3 | 2.14% | Reducidas |
|
| 835 |
CCM Investment Advisers
Columbia,
South Carolina
| USD 53.1 M | -USD 2.69 M | 3 | 4.97% | Reducidas |
|
| 836 |
HC
Henshaw Capital
Woburn,
Massachusetts
| USD 52.9 M | +USD 50.1 M | 5 | 7.02% | Nuevas |
|
| 837 |
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 52.7 M | -USD 164 k | 6 | 6.58% | Reducidas |
|
| 838 |
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 52.6 M | +USD 11.4 M | 4 | 8.29% | Aumentadas |
|
| 839 |
Essex Investment Management
Boston,
Massachusetts
| USD 52.6 M | +USD 114 k | 5 | 9.01% | Aumentadas |
|
| 840 |
Coldstream Capital Management
Bellevue,
Washington
| USD 52.1 M | -USD 313 k | 7 | 9.48% | Reducidas |
|
| 841 |
SWITC
Stewart West Indies Trading Company
Boulder,
Colorado
| USD 51.9 M | USD 0 | 2 | 5.17% | Mantenido |
|
| 842 |
LS Investment Advisors
Bloomfield Hills,
Michigan
| USD 51.9 M | +USD 613 k | 11 | 3.87% | Aumentadas |
|
| 843 |
MVP
Miller Value Partners
Sarasota,
Florida
| USD 51.8 M | -USD 67.3 M | 2 | 1.99% | Reducidas |
|
| 844 |
Wasatch Advisors
Salt Lake City,
Utah
| USD 51.7 M | -USD 34.2 M | 6 | 0.79% | Reducidas |
|
| 845 |
DS
Dalal Street
West Lake Hills,
Texas
| USD 51.5 M | USD 0 | 1 | 14.94% | Mantenido |
|
| 846 |
First Allied Advisory Services
San Diego,
California
| USD 51.4 M | +USD 3.52 M | 9 | 2.86% | Aumentadas |
|
| 847 |
RIG
Roosevelt Investment Group
New York
| USD 51.2 M | -USD 29.7 M | 5 | 4.56% | Reducidas |
|
| 848 |
Allstate Corporation
Northbrook,
Illinois
| USD 51.2 M | +USD 20.8 M | 4 | 4.41% | Aumentadas |
|
| 849 |
Quest Investment Management
Lake Oswego,
Oregon
| USD 51.1 M | +USD 1.84 M | 5 | 7.03% | Aumentadas |
|
| 850 |
CC
Colrain Capital
Boston,
Massachusetts
| USD 51 M | -USD 35.1 M | 4 | 8.88% | Reducidas |
|