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 |
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 46.6 M | +USD 942 k | 6 | 7.22% | Aumentadas |
|
| 1052 |
GW Henssler & Associates
Kennesaw,
Georgia
| USD 46.5 M | -USD 2.35 M | 7 | 4.67% | Reducidas |
|
| 1053 |
Meiji Yasuda Life Insurance
Tokyo,
Japan
| USD 46.5 M | +USD 1.68 M | 8 | 6.85% | Aumentadas |
|
| 1054 |
C
Chescapmanager
Baltimore,
Maryland
| USD 46.5 M | USD 0 | 2 | 9.04% | Mantenido |
|
| 1055 |
SIM
Stelliam Investment Management
New York
| USD 46.4 M | +USD 5.66 M | 1 | 1.41% | Aumentadas |
|
| 1056 |
Stephens Inc
Little Rock,
Arkansas
| USD 46.3 M | -USD 10 M | 5 | 1.67% | Reducidas |
|
| 1057 |
AC
Apertura Capital
Dallas,
Texas
| USD 46.1 M | +USD 5.96 M | 2 | 8.66% | Aumentadas |
|
| 1058 |
CC
Carbonado Capital
New York
| USD 45.7 M | +USD 3.77 M | 1 | 10.77% | Aumentadas |
|
| 1059 |
Tufton Capital Management
Hunt Valley,
Maryland
| USD 45.6 M | -USD 539 k | 8 | 9.12% | Reducidas |
|
| 1060 |
Halsey Associates
New Haven,
Connecticut
| USD 45.4 M | -USD 248 k | 5 | 8.95% | Reducidas |
|
| 1061 |
Carret Asset Management
New York
| USD 45.4 M | +USD 492 k | 8 | 7.33% | Aumentadas |
|
| 1062 |
SouthState Corp
Winter Haven,
Florida
| USD 45.4 M | -USD 901 k | 6 | 5.09% | Reducidas |
|
| 1063 |
Main Street Research
Lakeville,
Connecticut
| USD 45.3 M | -USD 111 k | 6 | 7.31% | Reducidas |
|
| 1064 |
BAS
Brown Advisory Securities
Baltimore,
Maryland
| USD 45.2 M | +USD 703 k | 9 | 9.78% | Aumentadas |
|
| 1065 |
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 45.1 M | -USD 3.8 M | 3 | 2.39% | Reducidas |
|
| 1066 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 45.1 M | -USD 220 k | 4 | 21.81% | Reducidas |
|
| 1067 |
Baker Avenue Asset Management
San Francisco,
California
| USD 45.1 M | +USD 445 k | 9 | 5.08% | Aumentadas |
|
| 1068 |
Meeder Asset Management
Dublin,
Ohio
| USD 45.1 M | -USD 7.69 M | 11 | 4.92% | Reducidas |
|
| 1069 |
CIM
Chiron Investment Management
New York
| USD 45 M | -USD 6.17 M | 3 | 9.47% | Reducidas |
|
| 1070 |
Penn Davis McFarland
Dallas,
Texas
| USD 44.8 M | -USD 1.82 M | 2 | 13.87% | Reducidas |
|
| 1071 |
BTR Capital Management
Oakland,
California
| USD 44.7 M | -USD 534 k | 5 | 9.12% | Reducidas |
|
| 1072 |
EARNEST Partners
Atlanta,
Georgia
| USD 44.7 M | -USD 1.43 M | 3 | 0.45% | Reducidas |
|
| 1073 |
FAB
First American Bank
Dundee,
Illinois
| USD 44.6 M | -USD 520 k | 6 | 3.39% | Reducidas |
|
| 1074 |
O'Shaughnessy Asset Management
Stamford,
Connecticut
| USD 44.6 M | +USD 684 k | 7 | 1.04% | Aumentadas |
|
| 1075 |
PHAM
Portland Hill Asset Management
London,
United Kingdom
| USD 44.6 M | -USD 3.4 M | 4 | 22.12% | Reducidas |
|