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 |
AC
Asturias Capital
New York
| USD 41.2 M | -USD 32 M | 1 | 12.82% | Reducidas |
|
| 1002 |
Cetera Advisor Networks
El Segundo,
California
| USD 41.2 M | -USD 14.7 M | 8 | 2.14% | Reducidas |
|
| 1003 |
CC
ClearArc Capital
Cincinnati,
Ohio
| USD 41.1 M | +USD 749 k | 9 | 7.39% | Aumentadas |
|
| 1004 |
Veritas Investment Management (UK)
London,
United Kingdom
| USD 41 M | -USD 13 M | 4 | 16.89% | Reducidas |
|
| 1005 |
Middleton & Co
Boston,
Massachusetts
| USD 40.9 M | -USD 2.1 M | 6 | 9.23% | Reducidas |
|
| 1006 |
PFM Health Sciences
San Francisco,
California
| USD 40.8 M | -USD 71.5 M | 1 | 1.15% | Reducidas |
|
| 1007 |
TAM
Tyers Asset Management
Austin,
Texas
| USD 40.6 M | +USD 40.9 M | 4 | 1.71% | Nuevas |
|
| 1008 |
BTR Capital Management
Oakland,
California
| USD 40.5 M | USD 0 | 5 | 9.09% | Mantenido |
|
| 1009 |
Destination Wealth Management
Walnut Creek,
California
| USD 40.5 M | +USD 2.96 M | 7 | 2.97% | Aumentadas |
|
| 1010 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| USD 40.4 M | -USD 10.6 k | 3 | 2.17% | Reducidas |
|
| 1011 |
Godsey & Gibb Inc
Richmond,
Virginia
| USD 40.4 M | -USD 5.01 k | 4 | 7.49% | Reducidas |
|
| 1012 |
Choate Investment Advisors
Boston,
Massachusetts
| USD 40.4 M | -USD 693 k | 7 | 2.56% | Reducidas |
|
| 1013 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| USD 40.3 M | -USD 352 k | 1 | 0.79% | Reducidas |
|
| 1014 |
Polaris Capital Management
Boston,
Massachusetts
| USD 39.7 M | +USD 10.3 M | 2 | 2.57% | Aumentadas |
|
| 1015 |
Bailard
Foster City,
California
| USD 39.7 M | +USD 156 k | 6 | 3.67% | Aumentadas |
|
| 1016 |
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 39.6 M | -USD 15.7 M | 3 | 5.68% | Reducidas |
|
| 1017 |
SAM
Symphony Asset Management
San Francisco,
California
| USD 39.6 M | -USD 2.19 M | 5 | 4.04% | Reducidas |
|
| 1018 |
Squarepoint
New York
| USD 39.5 M | +USD 19.7 M | 10 | 1.62% | Aumentadas |
|
| 1019 |
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 39.3 M | +USD 546 k | 3 | 9.65% | Aumentadas |
|
| 1020 |
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| USD 39.2 M | +USD 1.05 M | 9 | 3.58% | Aumentadas |
|
| 1021 |
MB Financial Bank - Trust Department
Rosemont,
Illinois
| USD 39.1 M | +USD 587 k | 7 | 4.16% | Aumentadas |
|
| 1022 |
Dearborn Partners
Chicago,
Illinois
| USD 39.1 M | -USD 185 k | 5 | 3.26% | Reducidas |
|
| 1023 |
Wealthfront
Palo Alto,
California
| USD 39 M | +USD 2.59 M | 9 | 0.86% | Aumentadas |
|
| 1024 |
Cobblestone Capital Advisors
Rochester,
New York
| USD 39 M | +USD 1.43 M | 8 | 5.38% | Aumentadas |
|
| 1025 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 39 M | -USD 3.4 M | 3 | 22.9% | Reducidas |
|