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 |
Grandfield & Dodd
New York
| USD 27.5 M | +USD 666 k | 5 | 4.62% | Aumentadas |
|
| 1027 |
Sandy Spring Bank
Olney,
Maryland
| USD 27.4 M | +USD 918 k | 10 | 3.36% | Aumentadas |
|
| 1028 |
St. James Investment Company
Southlake,
Texas
| USD 27.4 M | +USD 412 k | 1 | 3.37% | Aumentadas |
|
| 1029 |
DCM
Decatur Capital Management
Decatur,
Georgia
| USD 27.3 M | +USD 27.3 M | 2 | 3.73% | Nuevas |
|
| 1030 |
E.S. Barr & Co
Lexington,
Kentucky
| USD 27.3 M | -USD 335 k | 3 | 3.48% | Reducidas |
|
| 1031 |
MC
MIG Capital
Newport Beach,
California
| USD 27.1 M | USD 0 | 2 | 6.53% | Mantenido |
|
| 1032 |
BA
Birinyi Associates
Westport,
Connecticut
| USD 27.1 M | +USD 5.18 M | 4 | 11.76% | Aumentadas |
|
| 1033 |
GSA Capital Partners
London,
United Kingdom
| USD 27.1 M | -USD 19 M | 11 | 1.33% | Reducidas |
|
| 1034 |
Greystone Managed Investments
Regina,
Saskatchewan, Canada
| USD 27.1 M | +USD 5.67 M | 2 | 1% | Aumentadas |
|
| 1035 |
Private Advisor Group
Morristown,
New Jersey
| USD 26.8 M | +USD 1.84 M | 6 | 1.48% | Aumentadas |
|
| 1036 |
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 26.7 M | +USD 479 k | 5 | 5.42% | Aumentadas |
|
| 1037 |
1ST Source Bank
South Bend,
Indiana
| USD 26.7 M | -USD 170 k | 5 | 3.06% | Reducidas |
|
| 1038 |
Donaldson Capital Management
Evansville,
Indiana
| USD 26.6 M | +USD 751 k | 4 | 3.97% | Aumentadas |
|
| 1039 |
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| USD 26.6 M | -USD 2.93 M | 5 | 6.8% | Reducidas |
|
| 1040 |
Capital Advisors Inc
Tulsa,
Oklahoma
| USD 26.4 M | -USD 924 k | 4 | 4.76% | Reducidas |
|
| 1041 |
LHC
Levy Harkins & Co
New York
| USD 26.3 M | -USD 345 k | 2 | 14.37% | Reducidas |
|
| 1042 |
Stephens Inc
Little Rock,
Arkansas
| USD 26.3 M | +USD 356 k | 7 | 1.37% | Aumentadas |
|
| 1043 |
RCM
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| USD 26 M | +USD 634 k | 1 | 8.4% | Aumentadas |
|
| 1044 |
Giverny Capital
Montreal,
Quebec, Canada
| USD 26 M | +USD 536 k | 2 | 5.22% | Aumentadas |
|
| 1045 |
Insight Holdings Group
New York
| USD 25.9 M | USD 0 | 1 | 16.43% | Mantenido |
|
| 1046 |
ArrowMark Colorado Holdings
Denver,
Colorado
| USD 25.9 M | -USD 1.37 M | 6 | 0.71% | Reducidas |
|
| 1047 |
SCM
Somerset Capital Management
London,
United Kingdom
| USD 25.9 M | +USD 2.32 M | 1 | 10.26% | Aumentadas |
|
| 1048 |
Arvest Bank Trust Division
Dewey,
Oklahoma
| USD 25.9 M | +USD 611 k | 3 | 2.34% | Aumentadas |
|
| 1049 |
ACPU
Arrowgrass Capital Partners (US)
Dover,
Delaware
| USD 25.8 M | -USD 23.4 M | 5 | 0.48% | Reducidas |
|
| 1050 |
Bank of Hawaii
Honolulu,
Hawaii
| USD 25.8 M | +USD 2.11 M | 5 | 2.99% | Aumentadas |
|