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 |
Timucuan Asset Management
Jacksonville,
Florida
| USD 158 M | -USD 1.01 M | 1 | 6.24% | Reducidas |
|
| 927 |
First Long Island Investors
Jericho,
New York
| USD 157 M | -USD 8.88 M | 6 | 13.47% | Reducidas |
|
| 928 |
Grosvenor Holdings
Chicago,
Illinois
| USD 157 M | -USD 86.3 M | 2 | 15.57% | Reducidas |
|
| 929 |
Reynders McVeigh Capital Management
Boston,
Massachusetts
| USD 157 M | -USD 1.11 M | 8 | 9.59% | Reducidas |
|
| 930 |
Maple Capital Management
Montpelier,
Vermont
| USD 156 M | +USD 8.05 M | 5 | 18.85% | Aumentadas |
|
| 931 |
Neville Rodie & Shaw
New York
| USD 156 M | -USD 662 k | 7 | 11.99% | Reducidas |
|
| 932 |
Davidson Investment Advisors
Great Falls,
Montana
| USD 155 M | -USD 8.41 M | 5 | 12.41% | Reducidas |
|
| 933 |
Tidal Investments
Milwaukee,
Wisconsin
| USD 155 M | +USD 23.8 M | 15 | 6.04% | Aumentadas |
|
| 934 |
Select Equity Group
New York
| USD 154 M | +USD 14 M | 3 | 0.53% | Aumentadas |
|
| 935 |
IBM Retirement Fund
Armonk,
New York
| USD 154 M | -USD 27.9 M | 16 | 12.1% | Reducidas |
|
| 936 |
River Road Asset Management
Louisville,
Kentucky
| USD 154 M | +USD 44.3 M | 3 | 1.65% | Aumentadas |
|
| 937 |
Roffman Miller Associates
Philadelphia,
Pennsylvania
| USD 153 M | +USD 163 M | 5 | 11.58% | Aumentadas |
|
| 938 |
Harvest Fund Management
Beijing,
China
| USD 153 M | +USD 6.58 M | 15 | 16.27% | Aumentadas |
|
| 939 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 153 M | +USD 14.7 M | 5 | 4.45% | Aumentadas |
|
| 940 |
Summitry LLC
Foster City,
California
| USD 153 M | -USD 8.2 M | 2 | 9.47% | Reducidas |
|
| 941 |
Hillman Company
Pittsburgh,
Pennsylvania
| USD 153 M | +USD 69 M | 3 | 39% | Aumentadas |
|
| 942 |
Armistice Capital
New York
| USD 152 M | -USD 200 k | 3 | 2.73% | Reducidas |
|
| 943 |
ETF Managers Group
Summit,
New Jersey
| USD 152 M | -USD 12.3 M | 24 | 2.47% | Reducidas |
|
| 944 |
YHB Investment Advisors
West Hartford,
Connecticut
| USD 151 M | +USD 755 k | 7 | 12.89% | Aumentadas |
|
| 945 |
Vaughan David Investments
Peoria,
Illinois
| USD 151 M | -USD 2.36 M | 6 | 4.72% | Reducidas |
|
| 946 |
Trust Company of Vermont
Brattleboro,
Vermont
| USD 151 M | +USD 1.91 M | 10 | 10.53% | Aumentadas |
|
| 947 |
Valiant Capital Management
San Francisco,
California
| USD 151 M | -USD 30 M | 2 | 11.33% | Reducidas |
|
| 948 |
Kimelman & Baird
New York
| USD 151 M | +USD 144 M | 7 | 13.43% | Nuevas |
|
| 949 |
HSC
Harbor Spring Capital
New York
| USD 150 M | -USD 4.45 M | 4 | 10.18% | Reducidas |
|
| 950 |
Delta Asset Management
Memphis,
Tennessee
| USD 150 M | -USD 334 k | 12 | 14.39% | Reducidas |
|