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 |
Montag & Associates
Atlanta,
Georgia
| USD 180 M | -USD 3.97 M | 18 | 8.38% | Reducidas |
|
| 1077 |
Donaldson Capital Management
Evansville,
Indiana
| USD 180 M | +USD 654 k | 6 | 5.84% | Aumentadas |
|
| 1078 |
GAMCO Investors
Greenwich,
Connecticut
| USD 180 M | +USD 2.26 M | 11 | 1.78% | Aumentadas |
|
| 1079 |
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 180 M | -USD 3.56 M | 7 | 14.48% | Reducidas |
|
| 1080 |
First Horizon Corporation
Memphis,
Tennessee
| USD 180 M | +USD 13.1 M | 19 | 7.52% | Aumentadas |
|
| 1081 |
Hoey Investments
Coatesville,
Pennsylvania
| USD 180 M | +USD 1.67 M | 11 | 25.91% | Aumentadas |
|
| 1082 |
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 179 M | -USD 3.57 M | 14 | 8.95% | Reducidas |
|
| 1083 |
Ostrum Asset Management
Paris,
France
| USD 179 M | -USD 107 M | 15 | 10.07% | Reducidas |
|
| 1084 |
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| USD 179 M | +USD 404 k | 6 | 7.73% | Aumentadas |
|
| 1085 |
Cumberland Partners
Toronto,
Ontario, Canada
| USD 179 M | -USD 36.4 M | 4 | 13.58% | Reducidas |
|
| 1086 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 179 M | -USD 11.6 M | 4 | 21.13% | Reducidas |
|
| 1087 |
J.M. Forbes & Co
Boston,
Massachusetts
| USD 178 M | -USD 8.08 M | 6 | 15.09% | Reducidas |
|
| 1088 |
DV Trading
Chicago,
Illinois
| USD 178 M | -USD 60.3 M | 8 | 4.22% | Reducidas |
|
| 1089 |
Hollencrest Capital Management
Newport Beach,
California
| USD 178 M | -USD 4 M | 20 | 6.59% | Reducidas |
|
| 1090 |
Main Street Research
Lakeville,
Connecticut
| USD 178 M | -USD 34.7 M | 5 | 10.36% | Reducidas |
|
| 1091 |
Evoke Wealth
Los Angeles,
California
| USD 178 M | -USD 12.8 M | 13 | 3.19% | Reducidas |
|
| 1092 |
Silicon Valley Capital Partners
San Jose,
California
| USD 177 M | +USD 27.5 M | 12 | 17.37% | Aumentadas |
|
| 1093 |
HMI Capital Management
San Francisco,
California
| USD 177 M | +USD 80.2 M | 2 | 23.43% | Aumentadas |
|
| 1094 |
Heritage Wealth Advisors
Richmond,
Virginia
| USD 177 M | -USD 62.4 M | 9 | 6.9% | Reducidas |
|
| 1095 |
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 176 M | USD 0 | 3 | 20.62% | Mantenido |
|
| 1096 |
FJ Investments
Salt Lake City,
Utah
| USD 176 M | +USD 110 k | 2 | 11.51% | Aumentadas |
|
| 1097 |
MCI
McDonald Capital Investors
Orinda,
California
| USD 176 M | -USD 2.59 M | 3 | 12.06% | Reducidas |
|
| 1098 |
CA
Cullinan Associates
Louisville,
Kentucky
| USD 176 M | -USD 31.2 M | 6 | 14.23% | Reducidas |
|
| 1099 |
Intesa Sanpaolo SpA.
Turin,
Italy
| USD 175 M | +USD 9 M | 8 | 10.37% | Aumentadas |
|
| 1100 |
Callahan Advisors
Houston,
Texas
| USD 175 M | -USD 3.28 M | 6 | 14.63% | Reducidas |
|