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 |
Howard Capital Management Group
Los Angeles,
California
| USD 136 M | +USD 135 M | 6 | 14.26% | Nuevas |
|
| 927 |
VCM
Violich Capital Management
San Francisco,
California
| USD 136 M | +USD 3.66 M | 6 | 24.53% | Aumentadas |
|
| 928 |
Zweig-DiMenna Associates
New York
| USD 136 M | -USD 42.7 M | 6 | 9.43% | Reducidas |
|
| 929 |
Reynders McVeigh Capital Management
Boston,
Massachusetts
| USD 136 M | -USD 2.39 M | 7 | 9.05% | Reducidas |
|
| 930 |
Stock Yards Bank & Trust
Louisville,
Kentucky
| USD 135 M | +USD 3.26 M | 6 | 9.15% | Aumentadas |
|
| 931 |
Vaughan David Investments
Peoria,
Illinois
| USD 135 M | -USD 13.4 M | 6 | 4.28% | Reducidas |
|
| 932 |
Neville Rodie & Shaw
New York
| USD 135 M | -USD 2.59 M | 7 | 11.2% | Reducidas |
|
| 933 |
Wedge Capital Management
Charlotte,
North Carolina
| USD 134 M | -USD 98.8 M | 6 | 1.6% | Reducidas |
|
| 934 |
Levin Capital Strategies
New York
| USD 134 M | +USD 4.61 M | 6 | 14.27% | Aumentadas |
|
| 935 |
RIM
Redpoint Investment Management
Sydney, NSW,
Australia
| USD 133 M | -USD 1.9 M | 14 | 11.24% | Reducidas |
|
| 936 |
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 133 M | -USD 6.49 M | 5 | 12.38% | Reducidas |
|
| 937 |
Roffman Miller Associates
Philadelphia,
Pennsylvania
| USD 133 M | +USD 233 M | 5 | 11.03% | Aumentadas |
|
| 938 |
Harvest Fund Management
Beijing,
China
| USD 132 M | -USD 8.99 M | 14 | 12.84% | Reducidas |
|
| 939 |
CMG
Cavalry Management Group
San Francisco,
California
| USD 132 M | +USD 55.6 M | 3 | 12.28% | Aumentadas |
|
| 940 |
Reilly Financial Advisors
La Mesa,
California
| USD 132 M | +USD 3.03 M | 18 | 11.67% | Aumentadas |
|
| 941 |
Argent Trust Co
Nashville,
Tennessee
| USD 132 M | +USD 1.54 M | 8 | 9.25% | Aumentadas |
|
| 942 |
Renaissance Group
Covington,
Kentucky
| USD 132 M | +USD 1.97 M | 8 | 5.56% | Aumentadas |
|
| 943 |
Alpha Wave Global
New York
| USD 131 M | -USD 603 k | 2 | 8.17% | Reducidas |
|
| 944 |
Timucuan Asset Management
Jacksonville,
Florida
| USD 131 M | +USD 1.2 M | 1 | 5.8% | Aumentadas |
|
| 945 |
Delta Asset Management
Memphis,
Tennessee
| USD 131 M | +USD 745 k | 12 | 13.26% | Aumentadas |
|
| 946 |
BFM
Blacksheep Fund Management
Co. Dublin,
Ireland
| USD 130 M | +USD 25.6 M | 2 | 26.88% | Aumentadas |
|
| 947 |
Calamos Wealth Management
Naperville,
Illinois
| USD 130 M | +USD 10.4 M | 9 | 10.74% | Aumentadas |
|
| 948 |
Zeke Capital Advisors
Berwyn,
Pennsylvania
| USD 130 M | +USD 388 k | 7 | 9.06% | Aumentadas |
|
| 949 |
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 130 M | +USD 275 k | 10 | 13.88% | Aumentadas |
|
| 950 |
Trust Company of Vermont
Brattleboro,
Vermont
| USD 129 M | -USD 696 k | 10 | 9.69% | Reducidas |
|