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 |
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 99.3 M | -USD 7.55 M | 2 | 27.75% | Reducidas |
|
| 827 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 99.2 M | -USD 165 k | 6 | 6.47% | Reducidas |
|
| 828 |
InterOcean Capital
Chicago,
Illinois
| USD 98.8 M | +USD 4.52 M | 6 | 8.91% | Aumentadas |
|
| 829 |
KCM Investment Advisors
Greenbrae,
California
| USD 98.1 M | +USD 5.74 M | 7 | 5.88% | Aumentadas |
|
| 830 |
Burney Company
Reston,
Virginia
| USD 98.1 M | +USD 1.16 M | 12 | 5.95% | Aumentadas |
|
| 831 |
Chilton Capital Management
Houston,
Texas
| USD 97.9 M | +USD 408 k | 5 | 8.4% | Aumentadas |
|
| 832 |
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| USD 97.9 M | -USD 3.02 M | 8 | 36.48% | Reducidas |
|
| 833 |
Cetera Advisor Networks
El Segundo,
California
| USD 97.4 M | +USD 525 k | 11 | 3% | Aumentadas |
|
| 834 |
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 97.3 M | -USD 870 k | 5 | 14.54% | Reducidas |
|
| 835 |
RIG
Roosevelt Investment Group
New York
| USD 97.3 M | -USD 6.89 M | 6 | 11.38% | Reducidas |
|
| 836 |
Old National Bancorp
Evansville,
Indiana
| USD 97.1 M | +USD 2.09 M | 9 | 4.94% | Aumentadas |
|
| 837 |
Summitry LLC
Foster City,
California
| USD 97 M | +USD 1.73 M | 5 | 7.98% | Aumentadas |
|
| 838 |
AA
Ancient Art
Austin,
Texas
| USD 96.7 M | -USD 28.8 M | 1 | 15.33% | Reducidas |
|
| 839 |
Cortland Associates
St Louis,
Missouri
| USD 96.4 M | -USD 848 k | 6 | 15.24% | Reducidas |
|
| 840 |
Wilmington Savings Fund Society
Wilmington,
Delaware
| USD 96.3 M | -USD 318 k | 6 | 5.21% | Reducidas |
|
| 841 |
Meritage Portfolio Management
Overland Park,
Kansas
| USD 96 M | -USD 5.46 M | 5 | 9.77% | Reducidas |
|
| 842 |
Timucuan Asset Management
Jacksonville,
Florida
| USD 95.9 M | +USD 5.88 M | 1 | 5.45% | Aumentadas |
|
| 843 |
Granite Investment Partners
El Segundo,
California
| USD 95.9 M | +USD 382 k | 6 | 5.14% | Aumentadas |
|
| 844 |
Parallel Advisors
San Francisco,
California
| USD 95.5 M | +USD 37.1 M | 18 | 9.32% | Aumentadas |
|
| 845 |
Palladium Partners
Norfolk,
Virginia
| USD 95.4 M | -USD 388 k | 6 | 6.6% | Reducidas |
|
| 846 |
GC
Gobi Capital
San Francisco,
California
| USD 95.2 M | +USD 19.9 M | 1 | 18.99% | Aumentadas |
|
| 847 |
ARK Investment Management
St. Petersburg,
Florida
| USD 95.2 M | +USD 39 M | 7 | 2.4% | Aumentadas |
|
| 848 |
CGL
Clarius Group LLC
Seattle,
Washington
| USD 94.8 M | -USD 6.62 M | 7 | 19.07% | Reducidas |
|
| 849 |
Ceredex Value Advisors
Orlando,
Florida
| USD 94.8 M | -USD 20.4 M | 1 | 1.15% | Reducidas |
|
| 850 |
Tremblant Capital Group
West Palm Beach,
Florida
| USD 94.2 M | +USD 9.31 M | 1 | 5.77% | Aumentadas |
|