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 | |
|---|---|---|---|---|---|---|---|
| 1076 |
Dearborn Partners
Chicago,
Illinois
| USD 32.3 M | -USD 3.3 M | 6 | 3% | Reducidas |
|
| 1077 |
FGP
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 32.2 M | +USD 967 k | 3 | 6.09% | Aumentadas |
|
| 1078 |
Paloma Partners
Greenwich,
Connecticut
| USD 32.1 M | +USD 13.4 M | 9 | 0.85% | Aumentadas |
|
| 1079 |
BAC
Boys Arnold & Co
Asheville,
North Carolina
| USD 32 M | +USD 14.7 M | 6 | 3.49% | Aumentadas |
|
| 1080 |
TM
Tikvah Management
Charlotte,
North Carolina
| USD 32 M | +USD 284 k | 3 | 16.75% | Aumentadas |
|
| 1081 |
Nelson Capital Management
Menlo Park,
California
| USD 31.9 M | +USD 58.5 k | 8 | 12.25% | Aumentadas |
|
| 1082 |
Royce & Associates
New York
| USD 31.8 M | -USD 2.83 M | 3 | 0.19% | Reducidas |
|
| 1083 |
Arvest Bank Trust Division
Dewey,
Oklahoma
| USD 31.8 M | +USD 5.88 M | 4 | 2.76% | Aumentadas |
|
| 1084 |
LT
LJ Trust
Reno,
Nevada
| USD 31.7 M | +USD 286 k | 1 | 5.32% | Aumentadas |
|
| 1085 |
Thompson Investment Management
Madison,
Wisconsin
| USD 31.7 M | -USD 940 k | 5 | 6.6% | Reducidas |
|
| 1086 |
Roffman Miller Associates
Philadelphia,
Pennsylvania
| USD 31.7 M | +USD 379 k | 3 | 5.8% | Aumentadas |
|
| 1087 |
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| USD 31.6 M | +USD 29.9 M | 6 | 3.67% | Nuevas |
|
| 1088 |
CCM
Crestwood Capital Management
New York
| USD 31.6 M | +USD 30 M | 1 | 5.79% | Nuevas |
|
| 1089 |
AIA
Affinity Investment Advisors
Newport Beach,
California
| USD 31.5 M | +USD 28.8 M | 4 | 2.71% | Aumentadas |
|
| 1090 |
Grimes & Company
Westborough,
Massachusetts
| USD 31.5 M | -USD 2.35 M | 7 | 4.26% | Reducidas |
|
| 1091 |
CPWM LLC
Seattle,
Washington
| USD 31.4 M | +USD 377 k | 7 | 6.24% | Aumentadas |
|
| 1092 |
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 31.3 M | +USD 2.05 M | 5 | 3.59% | Aumentadas |
|
| 1093 |
CI
Cooper Investors
Melbourne, Victoria,
Australia
| USD 31.3 M | -USD 12.4 M | 2 | 6.78% | Reducidas |
|
| 1094 |
LIM
Lagoda Investment Management
New York
| USD 31.2 M | +USD 375 k | 2 | 8.26% | Aumentadas |
|
| 1095 |
BFO
Boston Family Office
Boston,
Massachusetts
| USD 31.1 M | -USD 1.84 M | 8 | 4.25% | Reducidas |
|
| 1096 |
Bank of Hawaii
Honolulu,
Hawaii
| USD 31 M | -USD 264 k | 7 | 3.57% | Reducidas |
|
| 1097 |
ARS Investment Partners
New York
| USD 30.9 M | +USD 4.4 M | 4 | 7.26% | Aumentadas |
|
| 1098 |
ID
Integral Derivatives
New York
| USD 30.6 M | -USD 11.3 M | 5 | 0.77% | Reducidas |
|
| 1099 |
Greenwich Wealth Management
Greenwich,
Connecticut
| USD 30.6 M | +USD 2.34 M | 5 | 7.49% | Aumentadas |
|
| 1100 |
3CP
3G Capital Partners
New York
| USD 30.5 M | -USD 23.1 M | 1 | 1.83% | Reducidas |
|