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 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 130 M | +USD 9.6 M | 4 | 17.88% | Aumentadas |
|
| 1077 |
Oakmont Corp
Los Angeles,
California
| USD 130 M | -USD 3.69 M | 4 | 34.03% | Reducidas |
|
| 1078 |
Newbrook Capital Advisors
New York
| USD 130 M | -USD 21.8 M | 3 | 19.3% | Reducidas |
|
| 1079 |
Giverny Capital
Montreal,
Quebec, Canada
| USD 129 M | -USD 31.5 M | 4 | 6.08% | Reducidas |
|
| 1080 |
Unigestion Holding
Geneva,
Switzerland
| USD 129 M | +USD 50.2 M | 7 | 7.11% | Aumentadas |
|
| 1081 |
Everence Capital Management
Goshen,
Indiana
| USD 128 M | -USD 32.1 M | 9 | 9.15% | Reducidas |
|
| 1082 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 128 M | -USD 14.4 M | 6 | 9.93% | Reducidas |
|
| 1083 |
Petrus Trust Company
Dallas,
Texas
| USD 128 M | +USD 10.4 M | 9 | 12.14% | Aumentadas |
|
| 1084 |
Hoey Investments
Coatesville,
Pennsylvania
| USD 128 M | +USD 3.87 M | 8 | 35.85% | Aumentadas |
|
| 1085 |
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 128 M | +USD 485 k | 5 | 26.19% | Aumentadas |
|
| 1086 |
Freemont Management
Vaud,
Switzerland
| USD 128 M | +USD 15.4 M | 5 | 16.06% | Aumentadas |
|
| 1087 |
Iron Gate Global Advisors
Nsl,
Utah
| USD 128 M | -USD 2.59 M | 5 | 25.24% | Reducidas |
|
| 1088 |
Suncoast Equity Management
Tampa,
Florida
| USD 127 M | +USD 1.91 M | 4 | 16.76% | Aumentadas |
|
| 1089 |
Boston Common Asset Management
Boston,
Massachusetts
| USD 127 M | -USD 16.2 M | 6 | 2.89% | Reducidas |
|
| 1090 |
CCPM
Cooper Creek Partners Management
New York
| USD 127 M | +USD 9.36 M | 6 | 6.13% | Aumentadas |
|
| 1091 |
Greenlea Lane Capital Management
Weston,
Connecticut
| USD 127 M | -USD 21.2 M | 3 | 39.2% | Reducidas |
|
| 1092 |
Narwhal Capital Management
Marietta,
Georgia
| USD 127 M | +USD 656 k | 4 | 13.83% | Aumentadas |
|
| 1093 |
Sowell Financial Services
North Little Rock,
Arkansas
| USD 127 M | +USD 2.98 M | 7 | 6.86% | Aumentadas |
|
| 1094 |
Fuller & Thaler Asset Management
San Mateo,
California
| USD 126 M | +USD 27.2 M | 11 | 0.64% | Aumentadas |
|
| 1095 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 126 M | -USD 791 k | 2 | 7.09% | Reducidas |
|
| 1096 |
Fortis Capital Management
Bellevue,
Washington
| USD 126 M | -USD 577 k | 4 | 32.2% | Reducidas |
|
| 1097 |
Level Four Advisory Services
Dallas,
Texas
| USD 126 M | -USD 1.14 M | 10 | 7.05% | Reducidas |
|
| 1098 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 125 M | -USD 33.4 M | 5 | 1.8% | Reducidas |
|
| 1099 |
SCI
S&CO Inc
Boston,
Massachusetts
| USD 125 M | +USD 1.03 M | 7 | 9.57% | Aumentadas |
|
| 1100 |
Cumberland Partners
Toronto,
Ontario, Canada
| USD 125 M | -USD 578 k | 5 | 11.41% | Reducidas |
|