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 |
Payden & Rygel
Los Angeles,
California
| USD 59 M | +USD 11.1 M | 5 | 4.8% | Aumentadas |
|
| 1002 |
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 59 M | +USD 799 k | 6 | 5.17% | Aumentadas |
|
| 1003 |
Reynders McVeigh Capital Management
Boston,
Massachusetts
| USD 58.9 M | +USD 3.44 M | 8 | 7.44% | Aumentadas |
|
| 1004 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 58.8 M | -USD 3.03 M | 6 | 8.71% | Reducidas |
|
| 1005 |
RegentAtlantic Capital
Morristown,
New Jersey
| USD 58.8 M | +USD 5.7 M | 10 | 4.91% | Aumentadas |
|
| 1006 |
Taurus Asset Management
New York
| USD 58.8 M | -USD 9.7 M | 6 | 8.84% | Reducidas |
|
| 1007 |
River Global Investors
London,
United Kingdom
| USD 58.6 M | -USD 172 k | 5 | 6.85% | Reducidas |
|
| 1008 |
Karpus Investment Management
Pittsford,
New York
| USD 58.6 M | -USD 1.07 M | 3 | 2.63% | Reducidas |
|
| 1009 |
Academy Capital Management
Waco,
Texas
| USD 58.3 M | +USD 429 k | 5 | 16.19% | Aumentadas |
|
| 1010 |
Nichols & Pratt Advisers
Boston,
Massachusetts
| USD 58.3 M | +USD 791 k | 6 | 5.3% | Aumentadas |
|
| 1011 |
Firsthand Capital Management
San Jose,
California
| USD 58 M | -USD 3.16 k | 6 | 32.43% | Reducidas |
|
| 1012 |
3G Capital Partners
New York
| USD 58 M | -USD 16.9 M | 1 | 4.1% | Reducidas |
|
| 1013 |
IFP Advisors
Tampa,
Florida
| USD 57.8 M | +USD 682 k | 19 | 2.62% | Aumentadas |
|
| 1014 |
LMR Partners
London,
United Kingdom
| USD 57.6 M | USD 0 | 6 | 5.92% | Mantenido |
|
| 1015 |
AssetMark Inc
Concord,
California
| USD 57.6 M | -USD 21 M | 12 | 0.6% | Reducidas |
|
| 1016 |
Polunin Capital Partners
London,
United Kingdom
| USD 57.6 M | +USD 2.14 M | 1 | 23.94% | Aumentadas |
|
| 1017 |
Jones Financial Companies
Des Peres,
Missouri
| USD 57.5 M | -USD 3.46 M | 5 | 0.14% | Reducidas |
|
| 1018 |
Summit Trail Advisors
New York
| USD 57.4 M | +USD 11 M | 8 | 9.74% | Aumentadas |
|
| 1019 |
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 57.2 M | +USD 28.8 M | 1 | 21.31% | Aumentadas |
|
| 1020 |
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| USD 57.1 M | +USD 2.41 M | 12 | 4.3% | Aumentadas |
|
| 1021 |
Woodstock Corp
Boston,
Massachusetts
| USD 57.1 M | -USD 630 k | 9 | 10.79% | Reducidas |
|
| 1022 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 57 M | +USD 200 k | 4 | 23.86% | Aumentadas |
|
| 1023 |
Riverpark Capital Management
New York
| USD 57 M | -USD 4.68 M | 4 | 8.88% | Reducidas |
|
| 1024 |
Clal Insurance
Tel-Aviv,
Israel
| USD 56.9 M | -USD 16.7 M | 2 | 1.51% | Reducidas |
|
| 1025 |
CA
Cullinan Associates
Louisville,
Kentucky
| USD 56.9 M | -USD 4.01 M | 6 | 4.31% | Reducidas |
|