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 | |
|---|---|---|---|---|---|---|---|
| 976 |
BAS
Brown Advisory Securities
Baltimore,
Maryland
| USD 68.7 M | +USD 486 k | 8 | 11.91% | Aumentadas |
|
| 977 |
Kimelman & Baird
New York
| USD 68.3 M | +USD 64.6 M | 6 | 8.96% | Nuevas |
|
| 978 |
Chicago Capital
Chicago,
Illinois
| USD 68.3 M | +USD 22.6 M | 6 | 5.5% | Aumentadas |
|
| 979 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 68.2 M | +USD 12 M | 3 | 5.69% | Aumentadas |
|
| 980 |
ET
Equitable Trust
Nashville,
Tennessee
| USD 68.1 M | +USD 67.2 M | 8 | 8.62% | Nuevas |
|
| 981 |
E.S. Barr & Co
Lexington,
Kentucky
| USD 68 M | +USD 863 k | 4 | 7.02% | Aumentadas |
|
| 982 |
Baker Avenue Asset Management
San Francisco,
California
| USD 68 M | +USD 492 k | 11 | 5.89% | Aumentadas |
|
| 983 |
AKO Capital
London,
United Kingdom
| USD 67.8 M | +USD 8.85 M | 1 | 3.67% | Aumentadas |
|
| 984 |
Donaldson Capital Management
Evansville,
Indiana
| USD 67.5 M | +USD 78 k | 5 | 6.58% | Aumentadas |
|
| 985 |
Wasatch Advisors
Salt Lake City,
Utah
| USD 67.1 M | -USD 1.46 M | 4 | 0.81% | Reducidas |
|
| 986 |
AG
Aravt Global
New York
| USD 66.6 M | USD 0 | 1 | 6.5% | Mantenido |
|
| 987 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| USD 66.5 M | +USD 58.8 M | 4 | 0.49% | Aumentadas |
|
| 988 |
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 66.4 M | -USD 9.5 M | 5 | 8.07% | Reducidas |
|
| 989 |
Mark Asset Management
New York
| USD 66.3 M | -USD 2.84 M | 4 | 16.28% | Reducidas |
|
| 990 |
Evergreen Capital Management
Bellevue,
Washington
| USD 66 M | +USD 6.12 M | 7 | 6.19% | Aumentadas |
|
| 991 |
Dowling & Yahnke
San Diego,
California
| USD 65.7 M | -USD 1.02 M | 9 | 6.1% | Reducidas |
|
| 992 |
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 65.5 M | -USD 44.6 M | 3 | 3.31% | Reducidas |
|
| 993 |
Torray Investment Partners
Bethesda,
Maryland
| USD 65.5 M | -USD 3.89 M | 6 | 6.84% | Reducidas |
|
| 994 |
Delek Group
Herzliya,
Israel
| USD 65.3 M | +USD 12.5 M | 4 | 2.8% | Aumentadas |
|
| 995 |
CU
CDAM (UK)
London,
United Kingdom
| USD 65.1 M | +USD 11.6 M | 1 | 13.61% | Aumentadas |
|
| 996 |
Motley Fool Asset Management
Alexandria,
Virginia
| USD 65.1 M | +USD 3.94 M | 6 | 8.73% | Aumentadas |
|
| 997 |
Cumberland Partners
Toronto,
Ontario, Canada
| USD 65 M | +USD 15.2 M | 6 | 6.54% | Aumentadas |
|
| 998 |
CC
ClearArc Capital
Cincinnati,
Ohio
| USD 64.8 M | -USD 396 k | 10 | 9.13% | Reducidas |
|
| 999 |
Nichols & Pratt Advisers
Boston,
Massachusetts
| USD 64.5 M | +USD 979 k | 6 | 5.77% | Aumentadas |
|
| 1000 |
Adell Harriman & Carpenter
Houston,
Texas
| USD 64.5 M | -USD 306 k | 6 | 12.78% | Reducidas |
|