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 |
KCM
Keywise Capital Management
Grand Cayman,
Cayman Islands
| USD 64.5 M | +USD 37.2 M | 1 | 21.84% | Aumentadas |
|
| 1002 |
North Star Asset Management
Neenah,
Wisconsin
| USD 64.4 M | +USD 221 k | 8 | 5.53% | Aumentadas |
|
| 1003 |
Carrhae Capital
London,
United Kingdom
| USD 64.2 M | +USD 31.3 M | 2 | 22.62% | Aumentadas |
|
| 1004 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| USD 64.1 M | -USD 14.3 M | 6 | 2.99% | Reducidas |
|
| 1005 |
La Financiere de L'Echiquier
Paris,
France
| USD 63.9 M | +USD 16.9 M | 4 | 15.6% | Aumentadas |
|
| 1006 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 63.6 M | -USD 48.8 k | 4 | 23.29% | Reducidas |
|
| 1007 |
Highland Private Wealth Management
Bellevue,
Washington
| USD 63.5 M | +USD 50.2 M | 6 | 22.65% | Aumentadas |
|
| 1008 |
Taurus Asset Management
New York
| USD 63.4 M | -USD 918 k | 6 | 9.26% | Reducidas |
|
| 1009 |
Parkwood LLC
Cleveland,
Ohio
| USD 63.3 M | +USD 1.17 M | 4 | 9.95% | Aumentadas |
|
| 1010 |
Cullen Capital Management
New York
| USD 63.2 M | -USD 6.36 M | 2 | 2.39% | Reducidas |
|
| 1011 |
Merriman Wealth Management
Seattle,
Washington
| USD 63 M | -USD 8.85 M | 6 | 14.38% | Reducidas |
|
| 1012 |
Ledyard National Bank
| USD 63 M | +USD 6.96 M | 10 | 7.53% | Aumentadas |
|
| 1013 |
Osborne Partners Capital Management
San Francisco,
California
| USD 62.9 M | -USD 1.17 M | 7 | 8.58% | Reducidas |
|
| 1014 |
InterOcean Capital
Chicago,
Illinois
| USD 62.9 M | +USD 4.44 M | 6 | 7.39% | Aumentadas |
|
| 1015 |
Huber Capital Management
El Segundo,
California
| USD 62.9 M | -USD 11.4 M | 4 | 4.09% | Reducidas |
|
| 1016 |
Janney Capital Management
Pittsburgh,
Pennsylvania
| USD 62.8 M | -USD 8.9 M | 7 | 2.77% | Reducidas |
|
| 1017 |
AssetMark Inc
Concord,
California
| USD 62.6 M | -USD 366 k | 12 | 0.61% | Reducidas |
|
| 1018 |
SouthState Corp
Winter Haven,
Florida
| USD 62.5 M | -USD 1.49 M | 7 | 7.03% | Reducidas |
|
| 1019 |
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 62.5 M | +USD 6.83 M | 3 | 4.31% | Aumentadas |
|
| 1020 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 62.1 M | -USD 233 k | 6 | 9.13% | Reducidas |
|
| 1021 |
EARNEST Partners
Atlanta,
Georgia
| USD 62.1 M | -USD 688 k | 13 | 0.58% | Reducidas |
|
| 1022 |
Aureus Asset Management
Boston,
Massachusetts
| USD 62 M | +USD 4.37 M | 5 | 8.52% | Aumentadas |
|
| 1023 |
Roffman Miller Associates
Philadelphia,
Pennsylvania
| USD 61.9 M | -USD 1.63 M | 3 | 7.57% | Reducidas |
|
| 1024 |
Brinker Capital
Berwyn,
Pennsylvania
| USD 61.8 M | +USD 2.86 M | 10 | 2.37% | Aumentadas |
|
| 1025 |
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| USD 61.3 M | +USD 4.97 M | 1 | 7.21% | Aumentadas |
|