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 |
CAM
Centre Asset Management
New York
| USD 56.8 M | -USD 6.8 M | 4 | 14.74% | Reducidas |
|
| 952 |
Stock Yards Bank & Trust
Louisville,
Kentucky
| USD 56.8 M | +USD 1.22 M | 6 | 6.66% | Aumentadas |
|
| 953 |
Twin Tree Management
Dallas,
Texas
| USD 56.7 M | +USD 27.7 M | 7 | 0.45% | Aumentadas |
|
| 954 |
Chilton Capital Management
Houston,
Texas
| USD 56.6 M | -USD 1.36 M | 5 | 5.45% | Reducidas |
|
| 955 |
NAYA Capital Management (UK)
London,
United Kingdom
| USD 56.6 M | +USD 55 M | 1 | 10.45% | Nuevas |
|
| 956 |
BIC
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| USD 56.5 M | -USD 12 M | 6 | 5.94% | Reducidas |
|
| 957 |
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 56.5 M | +USD 1.1 M | 6 | 6.61% | Aumentadas |
|
| 958 |
SWITC
Stewart West Indies Trading Company
Boulder,
Colorado
| USD 56.4 M | USD 0 | 2 | 4.93% | Mantenido |
|
| 959 |
IP
Interval Partners
New York
| USD 56.4 M | +USD 53.9 M | 2 | 2.57% | Nuevas |
|
| 960 |
AssetMark Inc
Concord,
California
| USD 56.3 M | +USD 19.8 M | 15 | 0.64% | Aumentadas |
|
| 961 |
CA
Cornerstone Advisors
Asheville,
North Carolina
| USD 56.2 M | -USD 156 k | 5 | 6.51% | Reducidas |
|
| 962 |
BCM
Bares Capital Management
Austin,
Texas
| USD 56.1 M | +USD 119 k | 1 | 2.53% | Aumentadas |
|
| 963 |
FGP
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 55.8 M | +USD 11.4 M | 3 | 9.69% | Aumentadas |
|
| 964 |
Merriman Wealth Management
Seattle,
Washington
| USD 55.4 M | +USD 4.06 M | 5 | 13.18% | Aumentadas |
|
| 965 |
JGC
J. Goldman & Co
New York
| USD 55.4 M | +USD 36.6 M | 6 | 2.79% | Aumentadas |
|
| 966 |
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| USD 55.3 M | -USD 2.52 M | 10 | 4.59% | Reducidas |
|
| 967 |
ArrowMark Colorado Holdings
Denver,
Colorado
| USD 55.3 M | -USD 1.39 M | 6 | 0.63% | Reducidas |
|
| 968 |
FBC
Fairfield, Bush & Co
Darien,
Connecticut
| USD 55.1 M | +USD 449 k | 9 | 17.21% | Aumentadas |
|
| 969 |
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 54.9 M | +USD 451 k | 6 | 4.84% | Aumentadas |
|
| 970 |
MC
MIG Capital
Newport Beach,
California
| USD 54.8 M | +USD 210 k | 3 | 7.87% | Aumentadas |
|
| 971 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 54.8 M | -USD 469 k | 6 | 8.4% | Reducidas |
|
| 972 |
RA
RiverPark Advisors
New York
| USD 54.2 M | -USD 5.47 M | 3 | 7.14% | Reducidas |
|
| 973 |
North Star Asset Management
Neenah,
Wisconsin
| USD 54.2 M | +USD 241 k | 8 | 5.38% | Aumentadas |
|
| 974 |
Academy Capital Management
Waco,
Texas
| USD 54.1 M | -USD 176 k | 5 | 15.23% | Reducidas |
|
| 975 |
AKO Capital
London,
United Kingdom
| USD 54 M | +USD 4.35 M | 1 | 4.43% | Aumentadas |
|