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 |
Parthenon LLC
Louisville,
Kentucky
| USD 45.4 M | -USD 827 k | 5 | 10.77% | Reducidas |
|
| 1002 |
CC
ClearArc Capital
Cincinnati,
Ohio
| USD 45.2 M | +USD 433 k | 9 | 7.53% | Aumentadas |
|
| 1003 |
RegentAtlantic Capital
Morristown,
New Jersey
| USD 45.1 M | -USD 427 k | 7 | 4.19% | Reducidas |
|
| 1004 |
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 45 M | +USD 3.79 M | 3 | 2.54% | Aumentadas |
|
| 1005 |
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 44.7 M | -USD 6.98 M | 8 | 5.41% | Reducidas |
|
| 1006 |
Buckingham Capital Management (New York)
New York
| USD 44.7 M | +USD 1 M | 2 | 5.98% | Aumentadas |
|
| 1007 |
Godsey & Gibb Inc
Richmond,
Virginia
| USD 44.7 M | -USD 612 k | 4 | 8.13% | Reducidas |
|
| 1008 |
Delta Asset Management
Memphis,
Tennessee
| USD 44.3 M | +USD 163 k | 11 | 6.98% | Aumentadas |
|
| 1009 |
Royce & Associates
New York
| USD 44.3 M | +USD 3.12 M | 2 | 0.29% | Aumentadas |
|
| 1010 |
Cacti Asset Management
Atlanta,
Georgia
| USD 44.3 M | USD 0 | 5 | 3.9% | Mantenido |
|
| 1011 |
GW Henssler & Associates
Kennesaw,
Georgia
| USD 44.1 M | -USD 1.85 M | 6 | 4.76% | Reducidas |
|
| 1012 |
Mizuho Securities USA
New York
| USD 44.1 M | +USD 14.6 M | 2 | 2.4% | Aumentadas |
|
| 1013 |
TAM
Tyers Asset Management
Austin,
Texas
| USD 43.9 M | -USD 1.87 M | 4 | 1.66% | Reducidas |
|
| 1014 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
| USD 43.8 M | +USD 4.02 M | 11 | 1.07% | Aumentadas |
|
| 1015 |
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 43.6 M | +USD 724 k | 4 | 9.63% | Aumentadas |
|
| 1016 |
Middleton & Co
Boston,
Massachusetts
| USD 43.6 M | -USD 1.87 M | 6 | 9.55% | Reducidas |
|
| 1017 |
CCM
Cadence Capital Management
Boston,
Massachusetts
| USD 43.5 M | +USD 1.58 M | 10 | 3% | Aumentadas |
|
| 1018 |
Halsey Associates
New Haven,
Connecticut
| USD 43.3 M | +USD 952 k | 5 | 9.17% | Aumentadas |
|
| 1019 |
Veritas Investment Management (UK)
London,
United Kingdom
| USD 43.1 M | -USD 564 k | 4 | 16.65% | Reducidas |
|
| 1020 |
PEAK6 Group
Chicago,
Illinois
| USD 43 M | -USD 32.6 M | 12 | 0.35% | Reducidas |
|
| 1021 |
Penserra Capital Management
Orinda,
California
| USD 42.9 M | +USD 40 M | 10 | 4.44% | Aumentadas |
|
| 1022 |
MN Services Vermogensbeheer
The Hague,
Netherlands
| USD 42.9 M | +USD 1.23 M | 10 | 8.29% | Aumentadas |
|
| 1023 |
Majedie Asset Management
London,
United Kingdom
| USD 42.7 M | +USD 9.07 M | 4 | 4.57% | Aumentadas |
|
| 1024 |
Cobblestone Capital Advisors
Rochester,
New York
| USD 42.7 M | -USD 735 k | 8 | 5.68% | Reducidas |
|
| 1025 |
Adell Harriman & Carpenter
Houston,
Texas
| USD 42.6 M | +USD 1.38 M | 7 | 9.77% | Aumentadas |
|