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 |
Alpha Wave Global
New York
| USD 44.5 M | -USD 11.3 M | 2 | 11.08% | Reducidas |
|
| 1077 |
Tokio Marine Asset Management
Tokyo,
Japan
| USD 44.4 M | -USD 5.06 M | 7 | 6.69% | Reducidas |
|
| 1078 |
Capital Investment Advisors
Atlanta,
Georgia
| USD 44.4 M | +USD 494 k | 7 | 3.05% | Aumentadas |
|
| 1079 |
BA
Birinyi Associates
Westport,
Connecticut
| USD 44.2 M | +USD 2.22 M | 6 | 21.03% | Aumentadas |
|
| 1080 |
JCM
Jag Capital Management
St Louis,
Missouri
| USD 44.2 M | -USD 6.19 M | 7 | 8.29% | Reducidas |
|
| 1081 |
LRPA
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 44.1 M | -USD 810 k | 6 | 9.54% | Reducidas |
|
| 1082 |
Godsey & Gibb Inc
Richmond,
Virginia
| USD 44 M | -USD 3.02 M | 4 | 7.51% | Reducidas |
|
| 1083 |
CCM
Cobalt Capital Management
Short Hills,
New Jersey
| USD 43.8 M | +USD 993 k | 3 | 6.01% | Aumentadas |
|
| 1084 |
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| USD 43.8 M | -USD 744 k | 10 | 3.59% | Reducidas |
|
| 1085 |
ETrade Capital Management
Arlington,
Virginia
| USD 43.8 M | +USD 1.87 M | 10 | 1.56% | Aumentadas |
|
| 1086 |
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| USD 43.7 M | +USD 1.03 M | 5 | 0.65% | Aumentadas |
|
| 1087 |
Ensemble Capital Management
San Francisco,
California
| USD 43.6 M | +USD 4.89 M | 4 | 9.15% | Aumentadas |
|
| 1088 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
| USD 43.5 M | -USD 5.63 M | 10 | 4.57% | Reducidas |
|
| 1089 |
JCM
Jafra Capital Management
New York
| USD 43.5 M | +USD 2.74 M | 6 | 16.19% | Aumentadas |
|
| 1090 |
PDN
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 43.3 M | USD 0 | 6 | 6.49% | Mantenido |
|
| 1091 |
Palisade Asset Management
Minneapolis,
Minnesota
| USD 43.2 M | +USD 837 k | 5 | 7.86% | Aumentadas |
|
| 1092 |
Telemus Capital
Southfield,
Michigan
| USD 43.1 M | -USD 3.69 M | 7 | 4.9% | Reducidas |
|
| 1093 |
HCM
Harvey Capital Management
Palm Beach,
Florida
| USD 43.1 M | +USD 3.08 M | 8 | 17.4% | Aumentadas |
|
| 1094 |
Country Club Trust
Kansas City,
Missouri
| USD 43.1 M | -USD 3.03 M | 6 | 5.91% | Reducidas |
|
| 1095 |
TM
Tikvah Management
Charlotte,
North Carolina
| USD 43.1 M | USD 0 | 3 | 18.26% | Mantenido |
|
| 1096 |
InterOcean Capital
Chicago,
Illinois
| USD 43 M | +USD 2.97 M | 4 | 6.4% | Aumentadas |
|
| 1097 |
Thomasville National Bank
Thomasville,
Georgia
| USD 42.9 M | +USD 160 k | 6 | 7.12% | Aumentadas |
|
| 1098 |
Matrix Asset Advisors
White Plains,
New York
| USD 42.9 M | +USD 6.28 k | 3 | 7.06% | Aumentadas |
|
| 1099 |
Lockheed Martin Investment Management
Bethesda,
Maryland
| USD 42.9 M | +USD 4.44 M | 9 | 2.27% | Aumentadas |
|
| 1100 |
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
| USD 42.7 M | -USD 10.9 M | 7 | 2.77% | Reducidas |
|