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 | |
|---|---|---|---|---|---|---|---|
| 901 |
QV Investors
Calgary,
Alberta, Canada
| USD 50 M | +USD 485 k | 1 | 6.02% | Aumentadas |
|
| 902 |
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 49.9 M | +USD 334 k | 3 | 7.68% | Aumentadas |
|
| 903 |
Wasatch Advisors
Salt Lake City,
Utah
| USD 49.8 M | -USD 18.1 M | 7 | 0.74% | Reducidas |
|
| 904 |
FBC
Fairfield, Bush & Co
Darien,
Connecticut
| USD 49.7 M | +USD 3.08 M | 6 | 16.09% | Aumentadas |
|
| 905 |
Taurus Asset Management
New York
| USD 49.6 M | -USD 554 k | 6 | 8.96% | Reducidas |
|
| 906 |
SKBA Capital Management
San Francisco,
California
| USD 49.1 M | -USD 11.9 M | 3 | 5.48% | Reducidas |
|
| 907 |
LIC
Lodestar Investment Counsel
Chicago,
Illinois
| USD 49 M | -USD 471 k | 6 | 6.74% | Reducidas |
|
| 908 |
Central Trust Company
Jefferson City,
Missouri
| USD 48.9 M | +USD 1.07 M | 12 | 3.57% | Aumentadas |
|
| 909 |
Donaldson Capital Management
Evansville,
Indiana
| USD 48.8 M | +USD 18.1 M | 4 | 6.45% | Aumentadas |
|
| 910 |
Pillar Pacific Capital Management
Pacifica,
California
| USD 48.8 M | +USD 622 k | 9 | 7.67% | Aumentadas |
|
| 911 |
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 48.7 M | +USD 458 k | 3 | 7.57% | Aumentadas |
|
| 912 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 48.7 M | -USD 805 k | 11 | 7.39% | Reducidas |
|
| 913 |
RI
Redwood Investments
Boston,
Massachusetts
| USD 48.6 M | -USD 507 k | 4 | 3.72% | Reducidas |
|
| 914 |
Raymond James Trust
St. Petersburg,
Florida
| USD 48.2 M | +USD 846 k | 8 | 4.15% | Aumentadas |
|
| 915 |
Stockbridge Partners
Boston,
Massachusetts
| USD 48.2 M | +USD 44.1 M | 1 | 2.32% | Nuevas |
|
| 916 |
Next Century Growth Investors
Plymouth,
Minnesota
| USD 48 M | +USD 19.1 M | 5 | 2.2% | Aumentadas |
|
| 917 |
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| USD 48 M | -USD 298 k | 5 | 10.76% | Reducidas |
|
| 918 |
D.J. St. Germain
Springfield,
Massachusetts
| USD 47.9 M | -USD 896 k | 5 | 6.69% | Reducidas |
|
| 919 |
ACM
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| USD 47.8 M | +USD 43.1 M | 1 | 13.06% | Nuevas |
|
| 920 |
SBCM
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| USD 47.4 M | -USD 167 k | 4 | 6.58% | Reducidas |
|
| 921 |
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| USD 47.4 M | -USD 520 k | 4 | 4.74% | Reducidas |
|
| 922 |
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 47.3 M | -USD 1.06 M | 5 | 8.35% | Reducidas |
|
| 923 |
HHC
Hutchin Hill Capital
New York
| USD 47.3 M | +USD 35.8 M | 11 | 0.97% | Aumentadas |
|
| 924 |
VCM
Violich Capital Management
San Francisco,
California
| USD 47.1 M | -USD 408 k | 6 | 16.52% | Reducidas |
|
| 925 |
Jupiter Asset Management
London,
United Kingdom
| USD 47 M | -USD 30.9 M | 4 | 1.77% | Reducidas |
|