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 |
Stephens Inc
Little Rock,
Arkansas
| USD 50 M | -USD 933 k | 5 | 1.87% | Reducidas |
|
| 1077 |
Jefferies Group
New York
| USD 49.9 M | -USD 1.52 M | 13 | 0.23% | Reducidas |
|
| 1078 |
KIP
Kayak Investment Partners
San Francisco,
California
| USD 49.6 M | +USD 5.29 M | 3 | 24.16% | Aumentadas |
|
| 1079 |
SAM
Sandell Asset Management
New York
| USD 49.5 M | +USD 19.6 M | 4 | 6.58% | Aumentadas |
|
| 1080 |
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 49.5 M | -USD 27.3 k | 6 | 7.21% | Reducidas |
|
| 1081 |
Tufton Capital Management
Hunt Valley,
Maryland
| USD 49.4 M | +USD 531 k | 8 | 9.52% | Aumentadas |
|
| 1082 |
Highland Private Wealth Management
Bellevue,
Washington
| USD 49.3 M | -USD 44.2 k | 6 | 19.79% | Reducidas |
|
| 1083 |
Locust Wood Capital Advisers
New York
| USD 49.3 M | +USD 13.9 M | 1 | 4.55% | Aumentadas |
|
| 1084 |
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 49.2 M | +USD 11.5 M | 6 | 7.63% | Aumentadas |
|
| 1085 |
Carret Asset Management
New York
| USD 49.2 M | -USD 230 k | 8 | 7.65% | Reducidas |
|
| 1086 |
Ledyard National Bank
| USD 49.1 M | +USD 2.62 M | 11 | 5.96% | Aumentadas |
|
| 1087 |
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| USD 49.1 M | +USD 3.42 M | 6 | 4.76% | Aumentadas |
|
| 1088 |
HCM
Hoplite Capital Management
New York
| USD 49 M | -USD 228 M | 1 | 3.41% | Reducidas |
|
| 1089 |
Montag & Associates
Atlanta,
Georgia
| USD 48.9 M | +USD 3.16 M | 7 | 4.73% | Aumentadas |
|
| 1090 |
Ashmore Group
London,
United Kingdom
| USD 48.8 M | +USD 971 k | 1 | 18.63% | Aumentadas |
|
| 1091 |
GW Henssler & Associates
Kennesaw,
Georgia
| USD 48.7 M | -USD 1.43 M | 7 | 4.55% | Reducidas |
|
| 1092 |
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
| USD 48.7 M | +USD 1.7 M | 7 | 2.95% | Aumentadas |
|
| 1093 |
Estabrook Capital Management
New York
| USD 48.5 M | +USD 1.2 M | 9 | 7.32% | Aumentadas |
|
| 1094 |
Willis Investment Counsel
Gainesville,
Georgia
| USD 48.5 M | -USD 4.34 M | 2 | 3.41% | Reducidas |
|
| 1095 |
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| USD 48.5 M | +USD 1.56 M | 5 | 6.49% | Aumentadas |
|
| 1096 |
LRPA
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 48.5 M | -USD 275 k | 6 | 9.58% | Reducidas |
|
| 1097 |
Penn Davis McFarland
Dallas,
Texas
| USD 48.4 M | -USD 279 k | 2 | 14.19% | Reducidas |
|
| 1098 |
Freestone Capital Holdings
Seattle,
Washington
| USD 48.4 M | -USD 1.91 M | 6 | 3.35% | Reducidas |
|
| 1099 |
SBCM
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| USD 48.3 M | +USD 5.81 M | 3 | 5.27% | Aumentadas |
|
| 1100 |
Alpha Cubed Investments
Irvine,
California
| USD 48.3 M | +USD 2.34 M | 8 | 6.3% | Aumentadas |
|