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 |
First Long Island Investors
Jericho,
New York
| USD 206 M | -USD 2.31 M | 4 | 15.3% | Reducidas |
|
| 1077 |
Meeder Advisory Services
Dublin,
Ohio
| USD 206 M | +USD 7.85 M | 12 | 9.56% | Aumentadas |
|
| 1078 |
Fortis Capital Management
Bellevue,
Washington
| USD 206 M | +USD 5.18 M | 7 | 28.9% | Aumentadas |
|
| 1079 |
Kintegral Advisory
New York
| USD 205 M | -USD 862 k | 9 | 17.48% | Reducidas |
|
| 1080 |
Albion Financial Group
Salt Lake City,
Utah
| USD 205 M | +USD 648 k | 16 | 12.38% | Aumentadas |
|
| 1081 |
Summit Partners Public Asset Management
Boston,
Massachusetts
| USD 204 M | -USD 11.2 M | 3 | 4.24% | Reducidas |
|
| 1082 |
Burney Company
Reston,
Virginia
| USD 204 M | +USD 15 M | 8 | 6.48% | Aumentadas |
|
| 1083 |
Central Securities
New York
| USD 203 M | -USD 3.14 M | 3 | 16.72% | Reducidas |
|
| 1084 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 203 M | -USD 2.16 M | 7 | 10.44% | Reducidas |
|
| 1085 |
J.M. Forbes & Co
Boston,
Massachusetts
| USD 203 M | +USD 955 k | 6 | 16.87% | Aumentadas |
|
| 1086 |
Frank Rimerman Advisors
Palo Alto,
California
| USD 203 M | +USD 3.93 M | 13 | 13% | Aumentadas |
|
| 1087 |
Nishkama Capital LLC
Dorado,
Puerto Rico
| USD 203 M | +USD 123 M | 7 | 4.82% | Aumentadas |
|
| 1088 |
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 202 M | -USD 1.64 M | 5 | 31.65% | Reducidas |
|
| 1089 |
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 202 M | -USD 12.6 M | 6 | 9.53% | Reducidas |
|
| 1090 |
Davidson Kempner Capital Management
New York
| USD 202 M | -USD 26.4 M | 7 | 2.58% | Reducidas |
|
| 1091 |
Waycross Partners
Louisville,
Kentucky
| USD 202 M | +USD 13 M | 4 | 17.37% | Aumentadas |
|
| 1092 |
SCI
S&CO Inc
Boston,
Massachusetts
| USD 202 M | +USD 1.67 M | 8 | 12.36% | Aumentadas |
|
| 1093 |
Hoey Investments
Coatesville,
Pennsylvania
| USD 202 M | +USD 3.63 M | 12 | 26.82% | Aumentadas |
|
| 1094 |
Elite Wealth Management
Kirkland,
Washington
| USD 200 M | -USD 8.99 M | 5 | 51.88% | Reducidas |
|
| 1095 |
Cypress Funds
Los Angeles,
California
| USD 200 M | -USD 41.9 M | 2 | 26.15% | Reducidas |
|
| 1096 |
Kimelman & Baird
New York
| USD 199 M | -USD 2.23 M | 8 | 15.56% | Reducidas |
|
| 1097 |
J. Stern & Co
London,
United Kingdom
| USD 199 M | +USD 11.5 M | 3 | 15.08% | Aumentadas |
|
| 1098 |
Evoke Wealth
Los Angeles,
California
| USD 199 M | +USD 8.07 M | 11 | 4.03% | Aumentadas |
|
| 1099 |
GAMCO Investors
Greenwich,
Connecticut
| USD 199 M | +USD 3.03 M | 11 | 1.93% | Aumentadas |
|
| 1100 |
Avity Investment Management
Greenwich,
Connecticut
| USD 199 M | -USD 6.87 M | 6 | 13.97% | Reducidas |
|