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 | |
|---|---|---|---|---|---|---|---|
| 951 |
Front Barnett Associates
Chicago,
Illinois
| USD 33.3 M | +USD 933 k | 5 | 6.9% | Aumentadas |
|
| 952 |
OFI Advisors
Philadelphia,
Pennsylvania
| USD 33.1 M | -USD 2.6 M | 8 | 2.14% | Reducidas |
|
| 953 |
WEC
White Elm Capital
Greenwich,
Connecticut
| USD 32.8 M | +USD 2.98 M | 1 | 3.4% | Aumentadas |
|
| 954 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 32.7 M | -USD 11.4 M | 7 | 0.69% | Reducidas |
|
| 955 |
NAM
North American Management
Boston,
Massachusetts
| USD 32.7 M | +USD 6.05 M | 4 | 5.46% | Aumentadas |
|
| 956 |
Godsey & Gibb Inc
Richmond,
Virginia
| USD 32.6 M | -USD 864 k | 4 | 6.7% | Reducidas |
|
| 957 |
OCM
Olstein Capital Management
Purchase,
New York
| USD 32.5 M | +USD 4.57 M | 3 | 4.05% | Aumentadas |
|
| 958 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 32.2 M | USD 0 | 1 | 8.61% | Mantenido |
|
| 959 |
BCM
Brown Capital Management
Baltimore,
Maryland
| USD 32.2 M | +USD 2.92 M | 5 | 0.55% | Aumentadas |
|
| 960 |
TEC
Tiger Eye Capital
Nashville,
Tennessee
| USD 32.1 M | +USD 32.4 M | 1 | 4.37% | Nuevas |
|
| 961 |
Middleton & Co
Boston,
Massachusetts
| USD 32.1 M | +USD 1.34 M | 5 | 7.6% | Aumentadas |
|
| 962 |
Maj Invest Holding A/S
Copenhagen K,
Denmark
| USD 32 M | +USD 3.13 M | 3 | 11.45% | Aumentadas |
|
| 963 |
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 31.9 M | -USD 2.24 M | 3 | 7.24% | Reducidas |
|
| 964 |
Montag & Associates
Atlanta,
Georgia
| USD 31.7 M | +USD 4.21 M | 4 | 4.95% | Aumentadas |
|
| 965 |
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 31.7 M | +USD 22.7 M | 3 | 6.07% | Aumentadas |
|
| 966 |
Natixis Investment Managers International
Paris,
France
| USD 31.5 M | -USD 4.37 M | 5 | 4.25% | Reducidas |
|
| 967 |
Valley Wealth Managers
Paramus,
New Jersey
| USD 31.4 M | +USD 1.89 M | 3 | 5.71% | Aumentadas |
|
| 968 |
GIM
Greystone Investment Management
Cincinnati,
Ohio
| USD 31 M | +USD 3.06 M | 3 | 12.86% | Aumentadas |
|
| 969 |
MTIP
Magee Thomson Investment Partners
San Diego,
California
| USD 31 M | +USD 5.76 M | 2 | 9.57% | Aumentadas |
|
| 970 |
Veritas Investment Management (UK)
London,
United Kingdom
| USD 31 M | -USD 436 k | 3 | 19.4% | Reducidas |
|
| 971 |
Glade Brook Capital Partners
Greenwich,
Connecticut
| USD 30.9 M | +USD 31.2 M | 1 | 10.84% | Nuevas |
|
| 972 |
LRPA
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 30.9 M | +USD 414 k | 4 | 7.64% | Aumentadas |
|
| 973 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 30.7 M | -USD 44.6 k | 4 | 5.38% | Reducidas |
|
| 974 |
Light Street Capital Management
Palo Alto,
California
| USD 30.7 M | +USD 2.44 M | 1 | 4.59% | Aumentadas |
|
| 975 |
BFO
Boston Family Office
Boston,
Massachusetts
| USD 30.6 M | -USD 4.46 M | 9 | 4.26% | Reducidas |
|