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 |
Amica Mutual Insurance
Providence,
Rhode Island
| USD 135 M | -USD 6.05 M | 4 | 15.82% | Reducidas |
|
| 1002 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 135 M | +USD 32.7 M | 2 | 6.69% | Aumentadas |
|
| 1003 |
Parthenon LLC
Louisville,
Kentucky
| USD 134 M | -USD 677 k | 6 | 19.43% | Reducidas |
|
| 1004 |
Hoey Investments
Coatesville,
Pennsylvania
| USD 134 M | +USD 18.9 M | 11 | 36.32% | Aumentadas |
|
| 1005 |
Majedie Asset Management
London,
United Kingdom
| USD 134 M | -USD 8.37 M | 4 | 10.96% | Reducidas |
|
| 1006 |
Sequoia Financial Advisors
Akron,
Ohio
| USD 134 M | +USD 10.9 M | 10 | 3.34% | Aumentadas |
|
| 1007 |
Washington Trust Advisors
Wellesley,
Massachusetts
| USD 134 M | -USD 110 k | 18 | 9.48% | Reducidas |
|
| 1008 |
Central Securities
New York
| USD 133 M | USD 0 | 3 | 14.14% | Mantenido |
|
| 1009 |
Blackstone Inc
New York
| USD 132 M | +USD 67.2 M | 3 | 0.34% | Aumentadas |
|
| 1010 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 132 M | -USD 10.1 M | 5 | 17.5% | Reducidas |
|
| 1011 |
D.J. St. Germain
Springfield,
Massachusetts
| USD 132 M | -USD 1.88 M | 6 | 7.42% | Reducidas |
|
| 1012 |
GMT Capital
Atlanta,
Georgia
| USD 132 M | +USD 4.92 M | 5 | 8.28% | Aumentadas |
|
| 1013 |
Lincoln National Corp
Radnor,
Pennsylvania
| USD 132 M | +USD 8.13 M | 13 | 2.72% | Aumentadas |
|
| 1014 |
Cumberland Partners
Toronto,
Ontario, Canada
| USD 131 M | -USD 1.42 M | 4 | 9.93% | Reducidas |
|
| 1015 |
Provident Investment Management
Novi,
Michigan
| USD 131 M | +USD 659 k | 4 | 12.56% | Aumentadas |
|
| 1016 |
CSNH
Crow's Nest Holdings
Richmond,
Virginia
| USD 131 M | +USD 101 M | 3 | 33.08% | Aumentadas |
|
| 1017 |
Levin Capital Strategies
New York
| USD 131 M | +USD 7.08 M | 5 | 12.64% | Aumentadas |
|
| 1018 |
O'Shares Investment Advisers
Boston,
Massachusetts
| USD 131 M | -USD 18.7 M | 12 | 10.34% | Reducidas |
|
| 1019 |
LGT Fund Management
Vaduz,
Liechtenstein
| USD 131 M | +USD 84.5 M | 9 | 17.4% | Aumentadas |
|
| 1020 |
Oslo Pensjonsforsikring
Oslo,
| USD 130 M | -USD 95 M | 3 | 25.61% | Reducidas |
|
| 1021 |
Donaldson Capital Management
Evansville,
Indiana
| USD 130 M | -USD 702 k | 5 | 5.91% | Reducidas |
|
| 1022 |
NWAM LLC
Mercer Island,
Washington
| USD 130 M | +USD 2.85 M | 8 | 9.96% | Aumentadas |
|
| 1023 |
SIM
SW Investment Management
Telluride,
Colorado
| USD 129 M | +USD 14.6 M | 2 | 45.3% | Aumentadas |
|
| 1024 |
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| USD 129 M | +USD 5.4 M | 6 | 9.74% | Aumentadas |
|
| 1025 |
Baker Tilly Wealth Management
Madison,
Wisconsin
| USD 128 M | +USD 5.48 M | 11 | 14.21% | Aumentadas |
|