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 | |
|---|---|---|---|---|---|---|---|
| 926 |
SC
Shellback Capital
Boston,
Massachusetts
| USD 33.1 M | +USD 33.2 M | 2 | 3.76% | Nuevas |
|
| 927 |
Parthenon LLC
Louisville,
Kentucky
| USD 33.1 M | +USD 20.3 k | 4 | 9.13% | Aumentadas |
|
| 928 |
Central Trust Company
Jefferson City,
Missouri
| USD 33.1 M | -USD 3.95 M | 10 | 2.7% | Reducidas |
|
| 929 |
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| USD 33 M | -USD 364 k | 4 | 3.83% | Reducidas |
|
| 930 |
Private Wealth Partners
Mill Valley,
California
| USD 33 M | -USD 4.26 M | 6 | 7.75% | Reducidas |
|
| 931 |
AG
Aravt Global
New York
| USD 32.7 M | +USD 32.3 M | 1 | 2.44% | Nuevas |
|
| 932 |
GCM
Gabalex Capital Management
New York
| USD 32.5 M | -USD 8.59 M | 1 | 11.48% | Reducidas |
|
| 933 |
TCA
Taconic Capital Advisors
New York
| USD 32.5 M | -USD 16.4 M | 1 | 1.11% | Reducidas |
|
| 934 |
Senvest Management
New York
| USD 32.4 M | +USD 33.1 M | 1 | 2.31% | Nuevas |
|
| 935 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 32.2 M | -USD 2.78 M | 4 | 5.12% | Reducidas |
|
| 936 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
| USD 32.2 M | +USD 32.6 M | 1 | 7.55% | Nuevas |
|
| 937 |
Dowling & Yahnke
San Diego,
California
| USD 32.1 M | +USD 517 k | 5 | 4% | Aumentadas |
|
| 938 |
Pillar Pacific Capital Management
Pacifica,
California
| USD 32.1 M | -USD 1.15 M | 6 | 5.79% | Reducidas |
|
| 939 |
AIM
Allen Investment Management
New York
| USD 32 M | +USD 4.01 M | 3 | 2.42% | Aumentadas |
|
| 940 |
ACPU
Arrowgrass Capital Partners (US)
Dover,
Delaware
| USD 32 M | +USD 21.8 M | 4 | 0.57% | Aumentadas |
|
| 941 |
Dearborn Partners
Chicago,
Illinois
| USD 31.9 M | -USD 170 k | 5 | 2.93% | Reducidas |
|
| 942 |
Capital One National Association
New York
| USD 31.9 M | -USD 1.51 M | 6 | 3.05% | Reducidas |
|
| 943 |
Convergence Investment Partners
Palm Beach Gardens,
Florida
| USD 31.8 M | +USD 4.34 M | 4 | 4.25% | Aumentadas |
|
| 944 |
General American Investors
New York
| USD 31.6 M | USD 0 | 1 | 2.53% | Mantenido |
|
| 945 |
KG
Killen Group
Berwyn,
Pennsylvania
| USD 31.6 M | -USD 13.2 M | 2 | 2.06% | Reducidas |
|
| 946 |
Valley Wealth Managers
Paramus,
New Jersey
| USD 31.5 M | +USD 244 k | 3 | 5.63% | Aumentadas |
|
| 947 |
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| USD 31.5 M | +USD 221 k | 6 | 3.94% | Aumentadas |
|
| 948 |
KCP
Kenmare Capital Partners
New York
| USD 31.4 M | +USD 2.42 M | 1 | 19.79% | Aumentadas |
|
| 949 |
Grimes & Company
Westborough,
Massachusetts
| USD 31.4 M | -USD 82.7 k | 7 | 8.12% | Reducidas |
|
| 950 |
GMIM
General Motors Investment Management
New York
| USD 31.4 M | -USD 5.35 M | 5 | 2.51% | Reducidas |
|