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 | |
|---|---|---|---|---|---|---|---|
| 1101 |
Stewart & Patten Company
Lafayette,
California
| USD 30.5 M | -USD 381 k | 6 | 6.35% | Reducidas |
|
| 1102 |
CA
Cullinan Associates
Louisville,
Kentucky
| USD 30.5 M | -USD 3.07 M | 5 | 2.65% | Reducidas |
|
| 1103 |
WEC
White Elm Capital
Greenwich,
Connecticut
| USD 30.4 M | -USD 12 M | 1 | 3.16% | Reducidas |
|
| 1104 |
FPCM
Financial Partners Capital Management
New York
| USD 30.3 M | -USD 11 k | 5 | 7.22% | Reducidas |
|
| 1105 |
Norris Perne & French
Grand Rapids,
Michigan
| USD 30.3 M | +USD 1.84 M | 5 | 6.34% | Aumentadas |
|
| 1106 |
Reynders McVeigh Capital Management
Boston,
Massachusetts
| USD 30.3 M | +USD 2.11 M | 6 | 4.96% | Aumentadas |
|
| 1107 |
Allstate Corporation
Northbrook,
Illinois
| USD 30.2 M | -USD 4.22 M | 4 | 2.87% | Reducidas |
|
| 1108 |
ArrowMark Colorado Holdings
Denver,
Colorado
| USD 30.1 M | -USD 1.84 M | 6 | 0.82% | Reducidas |
|
| 1109 |
1ST Source Bank
South Bend,
Indiana
| USD 30.1 M | -USD 74.3 k | 6 | 3.49% | Reducidas |
|
| 1110 |
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| USD 30 M | +USD 390 k | 6 | 5.3% | Aumentadas |
|
| 1111 |
RCP
Rothschild Capital Partners
New York
| USD 30 M | +USD 3.21 M | 3 | 15.1% | Aumentadas |
|
| 1112 |
J.M. Forbes & Co
Boston,
Massachusetts
| USD 30 M | -USD 5.05 M | 4 | 8.02% | Reducidas |
|
| 1113 |
CGL
Clarius Group LLC
Seattle,
Washington
| USD 29.9 M | +USD 27.8 M | 6 | 17.35% | Nuevas |
|
| 1114 |
SCM
Summit Capital Management
Seattle,
Washington
| USD 29.9 M | -USD 1.53 M | 1 | 12.1% | Reducidas |
|
| 1115 |
Snow Capital Management
Sewickley,
Pennsylvania
| USD 29.7 M | +USD 9.3 M | 3 | 1.18% | Aumentadas |
|
| 1116 |
AL
Agran Libbie
Santa Monica,
California
| USD 29.7 M | +USD 190 k | 7 | 7.83% | Aumentadas |
|
| 1117 |
Locust Wood Capital Advisers
New York
| USD 29.7 M | -USD 648 k | 2 | 3.67% | Reducidas |
|
| 1118 |
Kimelman & Baird
New York
| USD 29.6 M | +USD 27.9 M | 3 | 5.56% | Nuevas |
|
| 1119 |
RCM
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| USD 29.5 M | -USD 1.89 M | 2 | 9.77% | Reducidas |
|
| 1120 |
FAB
First American Bank
Dundee,
Illinois
| USD 29.5 M | -USD 5.34 M | 4 | 2.99% | Reducidas |
|
| 1121 |
GAMCO Investors
Greenwich,
Connecticut
| USD 29.3 M | -USD 16 M | 4 | 0.19% | Reducidas |
|
| 1122 |
Calamos Wealth Management
Naperville,
Illinois
| USD 29.3 M | +USD 11.5 M | 5 | 5.84% | Aumentadas |
|
| 1123 |
HCM
Harvey Capital Management
Palm Beach,
Florida
| USD 29.3 M | +USD 313 k | 6 | 11.56% | Aumentadas |
|
| 1124 |
Kanawha Capital Management
Richmond,
Virginia
| USD 29.3 M | +USD 2.08 M | 5 | 5.26% | Aumentadas |
|
| 1125 |
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 29.2 M | +USD 1.67 M | 3 | 5.14% | Aumentadas |
|