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 | |
|---|---|---|---|---|---|---|---|
| 1026 |
Stifel Trust
St. Louis,
Missouri
| USD 24.2 M | -USD 2.06 M | 7 | 4.56% | Reducidas |
|
| 1027 |
Canal Insurance Company
Greenville,
South Carolina
| USD 24.2 M | -USD 2.25 M | 2 | 7.81% | Reducidas |
|
| 1028 |
Sandy Spring Bank
Olney,
Maryland
| USD 24.1 M | -USD 254 k | 8 | 3.7% | Reducidas |
|
| 1029 |
MAM
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 24 M | -USD 652 k | 4 | 5.65% | Reducidas |
|
| 1030 |
Torray Investment Partners
Bethesda,
Maryland
| USD 24 M | +USD 4.55 M | 3 | 4.07% | Aumentadas |
|
| 1031 |
Global X Management Company
New York
| USD 24 M | +USD 5.45 M | 6 | 1.63% | Aumentadas |
|
| 1032 |
Arrowgrass Capital Partners (US)
Dover,
Delaware
| USD 24 M | +USD 22.1 M | 2 | 0.95% | Nuevas |
|
| 1033 |
Kennedy Capital Management
St Louis,
Missouri
| USD 24 M | -USD 84.7 k | 2 | 0.45% | Reducidas |
|
| 1034 |
Obermeyer Wealth Partners
Aspen,
Colorado
| USD 23.9 M | -USD 4.32 M | 2 | 5.97% | Reducidas |
|
| 1035 |
Locust Wood Capital Advisers
New York
| USD 23.9 M | +USD 2.91 M | 1 | 3.89% | Aumentadas |
|
| 1036 |
Schwartz Investment Counsel
Plymouth,
Michigan
| USD 23.9 M | +USD 5.8 M | 3 | 1.77% | Aumentadas |
|
| 1037 |
Lingohr Asset Management
Duesseldorf,
Germany
| USD 23.8 M | +USD 14.3 M | 3 | 4.87% | Aumentadas |
|
| 1038 |
EULAV Asset Management
Sarasota,
Florida
| USD 23.8 M | -USD 228 k | 5 | 1.3% | Reducidas |
|
| 1039 |
CC
Coastland Capital
Palo Alto,
California
| USD 23.8 M | +USD 17.9 M | 2 | 0.96% | Aumentadas |
|
| 1040 |
Trust Company of Vermont
Brattleboro,
Vermont
| USD 23.8 M | +USD 942 k | 8 | 3.89% | Aumentadas |
|
| 1041 |
Hutchinson Capital Management
San Rafael,
California
| USD 23.5 M | -USD 14 k | 2 | 6.97% | Reducidas |
|
| 1042 |
EP Wealth Advisors
Torrance,
California
| USD 23.5 M | -USD 679 k | 5 | 6.43% | Reducidas |
|
| 1043 |
Daiwa SB Investments
Tokyo,
Japan
| USD 23.5 M | -USD 772 k | 4 | 2.81% | Reducidas |
|
| 1044 |
BIM
Bridgecreek Investment Management
Tulsa,
Oklahoma
| USD 23.5 M | +USD 420 k | 4 | 6.82% | Aumentadas |
|
| 1045 |
Mark Asset Management
New York
| USD 23.5 M | -USD 7.85 M | 3 | 7.22% | Reducidas |
|
| 1046 |
SPC
Standard Pacific Capital
San Francisco,
California
| USD 23.4 M | +USD 9.26 M | 1 | 3.36% | Aumentadas |
|
| 1047 |
Bridges Investment Counsel
Omaha,
Nebraska
| USD 23.4 M | -USD 143 k | 5 | 5.45% | Reducidas |
|
| 1048 |
TP
Theleme Partners
London,
United Kingdom
| USD 23.4 M | +USD 21.4 M | 1 | 1.52% | Nuevas |
|
| 1049 |
Alpine Associates Advisors
Englewood Cliffs,
New Jersey
| USD 23.3 M | +USD 21.3 M | 1 | 1.46% | Nuevas |
|
| 1050 |
Teachers Insurance & Annuity Association of America
New York
| USD 23.2 M | USD 0 | 1 | 1% | Mantenido |
|