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 | |
|---|---|---|---|---|---|---|---|
| 1051 |
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| USD 40.6 M | -USD 1.48 M | 9 | 3.59% | Reducidas |
|
| 1052 |
Brinker Capital
Berwyn,
Pennsylvania
| USD 40.6 M | +USD 10.9 M | 8 | 1.9% | Aumentadas |
|
| 1053 |
LRPA
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 40.6 M | +USD 138 k | 6 | 9.24% | Aumentadas |
|
| 1054 |
Meiji Yasuda Life Insurance
Tokyo,
Japan
| USD 40.6 M | -USD 95.9 k | 8 | 6.38% | Reducidas |
|
| 1055 |
LT
LJ Trust
Reno,
Nevada
| USD 40.3 M | USD 0 | 1 | 5.4% | Mantenido |
|
| 1056 |
GPC
Guardian Point Capital
Charlottesville,
Virginia
| USD 40.3 M | +USD 12.5 M | 2 | 21.07% | Aumentadas |
|
| 1057 |
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 40.2 M | +USD 3.28 M | 3 | 5.22% | Aumentadas |
|
| 1058 |
BSPF
British Steel Pension Fund
London,
United Kingdom
| USD 40.2 M | -USD 1.24 M | 7 | 4.53% | Reducidas |
|
| 1059 |
Deltec Asset Management
New York
| USD 40.2 M | -USD 1.62 M | 6 | 8.21% | Reducidas |
|
| 1060 |
AKO Capital
London,
United Kingdom
| USD 40.1 M | +USD 21.9 M | 1 | 3.6% | Aumentadas |
|
| 1061 |
Cohen & Steers
New York
| USD 40.1 M | -USD 5.04 M | 2 | 0.11% | Reducidas |
|
| 1062 |
EP
Edinburgh Partners
Edinburgh,
United Kingdom
| USD 39.8 M | -USD 22.2 M | 4 | 9.26% | Reducidas |
|
| 1063 |
Grandfield & Dodd
New York
| USD 39.7 M | -USD 851 k | 7 | 4.9% | Reducidas |
|
| 1064 |
Carret Asset Management
New York
| USD 39.6 M | +USD 52.6 k | 7 | 7.1% | Aumentadas |
|
| 1065 |
MB Financial Bank - Trust Department
Rosemont,
Illinois
| USD 39.5 M | -USD 4.11 M | 7 | 4.44% | Reducidas |
|
| 1066 |
BFO
Boston Family Office
Boston,
Massachusetts
| USD 39.4 M | +USD 1.83 M | 7 | 4.85% | Aumentadas |
|
| 1067 |
Intact Investment Management
Montreal,
Quebec, Canada
| USD 39.4 M | -USD 16.6 M | 5 | 1.6% | Reducidas |
|
| 1068 |
FGP
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 39.2 M | +USD 1.82 M | 3 | 8.46% | Aumentadas |
|
| 1069 |
JC
JBF Capital
Aspen,
Colorado
| USD 39.2 M | +USD 3.28 M | 3 | 4.54% | Aumentadas |
|
| 1070 |
UAM
UAS Asset Management
New York
| USD 39.1 M | +USD 6.42 M | 6 | 22.5% | Aumentadas |
|
| 1071 |
Ensemble Capital Management
San Francisco,
California
| USD 39 M | +USD 9.02 M | 3 | 9.09% | Aumentadas |
|
| 1072 |
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| USD 39 M | +USD 1.03 M | 7 | 7.69% | Aumentadas |
|
| 1073 |
Cerity Partners
New York
| USD 38.8 M | +USD 31.3 M | 8 | 3.24% | Aumentadas |
|
| 1074 |
TM
Tikvah Management
Charlotte,
North Carolina
| USD 38.8 M | USD 0 | 3 | 20.35% | Mantenido |
|
| 1075 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| USD 38.8 M | -USD 3.52 M | 1 | 0.8% | Reducidas |
|