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 |
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 133 M | +USD 1.1 M | 9 | 12.22% | Aumentadas |
|
| 1027 |
EGVF
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| USD 132 M | USD 0 | 3 | 89.3% | Mantenido |
|
| 1028 |
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 132 M | +USD 13.5 M | 13 | 13.29% | Aumentadas |
|
| 1029 |
Allstate Corporation
Northbrook,
Illinois
| USD 132 M | -USD 9 M | 11 | 4.42% | Reducidas |
|
| 1030 |
Amica Mutual Insurance
Providence,
Rhode Island
| USD 132 M | -USD 4.87 M | 3 | 13.9% | Reducidas |
|
| 1031 |
Jackson Wealth Management
Lake Mary,
Florida
| USD 132 M | +USD 35 M | 6 | 16.65% | Aumentadas |
|
| 1032 |
BloombergSen
Toronto,
Ontario, Canada
| USD 131 M | USD 0 | 2 | 6.9% | Mantenido |
|
| 1033 |
Kings Point Capital Management
Great Neck,
New York
| USD 131 M | +USD 587 k | 11 | 11.89% | Aumentadas |
|
| 1034 |
Moors & Cabot
Boston,
Massachusetts
| USD 130 M | +USD 2.07 M | 13 | 9.15% | Aumentadas |
|
| 1035 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 130 M | +USD 847 k | 4 | 25.7% | Aumentadas |
|
| 1036 |
Cadian Capital Management
New York
| USD 130 M | -USD 69 M | 2 | 5.76% | Reducidas |
|
| 1037 |
Bank of the West
Monterey Park,
California
| USD 130 M | -USD 203 k | 8 | 13.22% | Reducidas |
|
| 1038 |
Alta Park Capital
San Francisco,
California
| USD 129 M | -USD 1.67 M | 3 | 10.39% | Reducidas |
|
| 1039 |
Siemens Fonds Invest
Munich,
Germany
| USD 129 M | -USD 40.9 M | 5 | 15.27% | Reducidas |
|
| 1040 |
Parker Investment Management
Menlo Park,
California
| USD 128 M | +USD 9.25 M | 6 | 17.03% | Aumentadas |
|
| 1041 |
Guinness Asset Management
London,
United Kingdom
| USD 128 M | +USD 1.21 M | 4 | 7.05% | Aumentadas |
|
| 1042 |
D.J. St. Germain
Springfield,
Massachusetts
| USD 128 M | -USD 1.76 M | 6 | 8.01% | Reducidas |
|
| 1043 |
Petrus Trust Company
Dallas,
Texas
| USD 128 M | +USD 98.4 k | 3 | 13.47% | Aumentadas |
|
| 1044 |
Thomasville National Bank
Thomasville,
Georgia
| USD 127 M | +USD 278 k | 6 | 13.5% | Aumentadas |
|
| 1045 |
Cumberland Partners
Toronto,
Ontario, Canada
| USD 127 M | -USD 3.04 M | 5 | 9.97% | Reducidas |
|
| 1046 |
APA
American Portfolios Advisors
Holbrook,
New York
| USD 127 M | +USD 1.45 M | 29 | 4.91% | Aumentadas |
|
| 1047 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 126 M | -USD 1.54 M | 4 | 6.02% | Reducidas |
|
| 1048 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 126 M | -USD 1.93 M | 4 | 15.77% | Reducidas |
|
| 1049 |
CWA Asset Management Group
Naples,
Florida
| USD 126 M | +USD 202 k | 6 | 10.22% | Aumentadas |
|
| 1050 |
Andra AP-fonden
Goteborg,
Sweden
| USD 126 M | +USD 7.13 M | 14 | 2.57% | Aumentadas |
|