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 | |
|---|---|---|---|---|---|---|---|
| 1001 |
KWILP
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 22.1 M | +USD 21.3 M | 1 | 3.96% | Nuevas |
|
| 1002 |
Cacti Asset Management
Atlanta,
Georgia
| USD 22 M | +USD 23.4 M | 2 | 4.2% | Nuevas |
|
| 1003 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 22 M | +USD 22.3 M | 2 | 12.09% | Nuevas |
|
| 1004 |
First Long Island Investors
Jericho,
New York
| USD 22 M | +USD 21 M | 3 | 6.93% | Nuevas |
|
| 1005 |
SM
SCFF Management
Menlo Park,
California
| USD 21.9 M | +USD 21.1 M | 1 | 25.86% | Nuevas |
|
| 1006 |
Veritas Investment Management (UK)
London,
United Kingdom
| USD 21.9 M | +USD 21 M | 3 | 18.96% | Nuevas |
|
| 1007 |
First Midwest Bank Trust Division
Joliet,
Illinois
| USD 21.9 M | +USD 22.4 M | 5 | 4.39% | Nuevas |
|
| 1008 |
Adell Harriman & Carpenter
Houston,
Texas
| USD 21.9 M | +USD 22 M | 5 | 7.84% | Nuevas |
|
| 1009 |
AIM
Act II Management
New York
| USD 21.9 M | +USD 21.1 M | 1 | 5.88% | Nuevas |
|
| 1010 |
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| USD 21.9 M | +USD 21 M | 2 | 6.01% | Nuevas |
|
| 1011 |
BP
Bandera Partners
New York
| USD 21.8 M | +USD 21 M | 1 | 11.98% | Nuevas |
|
| 1012 |
Kanawha Capital Management
Richmond,
Virginia
| USD 21.7 M | +USD 22.3 M | 3 | 4.77% | Nuevas |
|
| 1013 |
FCM
Freshford Capital Management
Rye Brook,
New York
| USD 21.7 M | +USD 21.3 M | 1 | 3.22% | Nuevas |
|
| 1014 |
Grandfield & Dodd
New York
| USD 21.7 M | +USD 20.9 M | 4 | 4.11% | Nuevas |
|
| 1015 |
Grimes & Company
Westborough,
Massachusetts
| USD 21.7 M | +USD 21.9 M | 4 | 7.91% | Nuevas |
|
| 1016 |
Palisade Asset Management
Minneapolis,
Minnesota
| USD 21.7 M | +USD 21.9 M | 3 | 5.46% | Nuevas |
|
| 1017 |
Alyeska Investment Group
Chicago,
Illinois
| USD 21.7 M | +USD 20.8 M | 2 | 1.06% | Nuevas |
|
| 1018 |
Halsey Associates
New Haven,
Connecticut
| USD 21.7 M | +USD 21.4 M | 3 | 5.56% | Nuevas |
|
| 1019 |
Chartwell Investment Partners
Berywn,
Pennsylvania
| USD 21.5 M | +USD 22 M | 3 | 0.55% | Nuevas |
|
| 1020 |
DBG
De Burlo Group
Boston,
Massachusetts
| USD 21.5 M | +USD 21.2 M | 6 | 6.36% | Nuevas |
|
| 1021 |
Beaumont Financial Advisors
Needham,
Massachusetts
| USD 21.4 M | +USD 21.4 M | 4 | 1.98% | Nuevas |
|
| 1022 |
SBCM
Silver Bridge Capital Management
Boston,
Massachusetts
| USD 21.3 M | +USD 21.3 M | 5 | 3.86% | Nuevas |
|
| 1023 |
BTR Capital Management
Oakland,
California
| USD 21.1 M | +USD 21.6 M | 3 | 6.57% | Nuevas |
|
| 1024 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 21.1 M | +USD 20.4 M | 1 | 7.63% | Nuevas |
|
| 1025 |
NC
NBW Capital
Boston,
Massachusetts
| USD 21.1 M | +USD 20.3 M | 4 | 4.01% | Nuevas |
|