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 |
SCM
Somerset Capital Management
London,
United Kingdom
| USD 37.5 M | -USD 354 k | 1 | 15.14% | Reducidas |
|
| 1002 |
Country Club Trust
Kansas City,
Missouri
| USD 37.4 M | -USD 3.01 M | 6 | 5.68% | Reducidas |
|
| 1003 |
ACP
Arrowgrass Capital Partners
London,
United Kingdom
| USD 37.3 M | +USD 5.25 M | 1 | 9.87% | Aumentadas |
|
| 1004 |
Delta Asset Management
Memphis,
Tennessee
| USD 37.3 M | +USD 135 k | 8 | 6.84% | Aumentadas |
|
| 1005 |
Compass Capital Management
Minneapolis,
Minnesota
| USD 37 M | -USD 1.98 M | 3 | 7.83% | Reducidas |
|
| 1006 |
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 36.9 M | +USD 158 k | 5 | 8.04% | Aumentadas |
|
| 1007 |
CC
ClearArc Capital
Cincinnati,
Ohio
| USD 36.8 M | +USD 442 k | 8 | 7.71% | Aumentadas |
|
| 1008 |
TAM
Taylor Asset Management
Toronto,
Ontario, Canada
| USD 36.8 M | -USD 12.6 M | 2 | 8.84% | Reducidas |
|
| 1009 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 36.7 M | -USD 3.45 M | 3 | 8.27% | Reducidas |
|
| 1010 |
CCM
Cobalt Capital Management
Short Hills,
New Jersey
| USD 36.2 M | +USD 14.4 M | 1 | 4.64% | Aumentadas |
|
| 1011 |
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| USD 36 M | +USD 1.77 M | 9 | 4.51% | Aumentadas |
|
| 1012 |
Montag & Associates
Atlanta,
Georgia
| USD 36 M | -USD 1.38 M | 6 | 5.28% | Reducidas |
|
| 1013 |
FBC
Fairfield, Bush & Co
Darien,
Connecticut
| USD 36 M | +USD 11.4 M | 6 | 12.58% | Aumentadas |
|
| 1014 |
LRPA
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 35.9 M | -USD 927 k | 6 | 8.8% | Reducidas |
|
| 1015 |
RegentAtlantic Capital
Morristown,
New Jersey
| USD 35.8 M | +USD 6.59 M | 7 | 3.83% | Aumentadas |
|
| 1016 |
Lannebo Fonder
Stockholm,
Sweden
| USD 35.8 M | +USD 34.5 M | 4 | 29.22% | Nuevas |
|
| 1017 |
Insight Holdings Group
New York
| USD 35.7 M | USD 0 | 1 | 11.84% | Mantenido |
|
| 1018 |
KAS
Kemnay Advisory Services
New York
| USD 35.5 M | +USD 13.3 M | 5 | 23.72% | Aumentadas |
|
| 1019 |
Curi RMB Capital
Chicago,
Illinois
| USD 35.5 M | -USD 7.07 M | 5 | 1.64% | Reducidas |
|
| 1020 |
BTP
Bloom Tree Partners
New York
| USD 35.5 M | -USD 53.1 M | 1 | 3.41% | Reducidas |
|
| 1021 |
CCM
Century Capital Management
Boston,
Massachusetts
| USD 35.5 M | -USD 7.88 M | 4 | 2.03% | Reducidas |
|
| 1022 |
Arrow Financial
Glens Falls,
New York
| USD 35.4 M | -USD 169 k | 9 | 9.47% | Reducidas |
|
| 1023 |
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 35.4 M | +USD 449 k | 3 | 10.92% | Aumentadas |
|
| 1024 |
GIM
Greystone Investment Management
Cincinnati,
Ohio
| USD 35.1 M | -USD 1.93 M | 4 | 14.78% | Reducidas |
|
| 1025 |
Regal Partners
Sydney, NSW,
Australia
| USD 35 M | +USD 2.28 M | 1 | 11.93% | Aumentadas |
|