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 |
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
| USD 57.6 M | -USD 1.43 M | 6 | 7.48% | Reducidas |
|
| 1102 |
NAH
Neumann Advisory (HK)
Central,
Hong Kong
| USD 57.5 M | +USD 1.09 M | 2 | 33.84% | Aumentadas |
|
| 1103 |
USCA RIA
Houston,
Texas
| USD 57.5 M | -USD 1.27 M | 8 | 5.85% | Reducidas |
|
| 1104 |
Eagle Ridge Investment Management
Stamford,
Connecticut
| USD 57.2 M | -USD 792 k | 7 | 8.24% | Reducidas |
|
| 1105 |
Wedbush Securities
Los Angeles,
California
| USD 57.1 M | +USD 1.82 M | 11 | 6.48% | Aumentadas |
|
| 1106 |
Carret Asset Management
New York
| USD 57 M | +USD 330 k | 9 | 8.77% | Aumentadas |
|
| 1107 |
MAM
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 56.9 M | -USD 121 k | 6 | 10.76% | Reducidas |
|
| 1108 |
Calamos Wealth Management
Naperville,
Illinois
| USD 56.9 M | -USD 2.76 M | 5 | 7.08% | Reducidas |
|
| 1109 |
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 56.6 M | +USD 22.2 k | 6 | 7.58% | Aumentadas |
|
| 1110 |
Palisade Asset Management
Minneapolis,
Minnesota
| USD 56.3 M | -USD 31.6 k | 4 | 7.44% | Reducidas |
|
| 1111 |
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
| USD 56.3 M | -USD 3.92 M | 7 | 3.1% | Reducidas |
|
| 1112 |
Cadinha & Co
Honolulu,
Hawaii
| USD 56.2 M | +USD 6.9 M | 5 | 8.89% | Aumentadas |
|
| 1113 |
AC
Apertura Capital
Dallas,
Texas
| USD 56.1 M | +USD 806 k | 4 | 13.71% | Aumentadas |
|
| 1114 |
KCM
Kingstown Capital Management
New York
| USD 56.1 M | USD 0 | 1 | 7.44% | Mantenido |
|
| 1115 |
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| USD 56.1 M | -USD 21.2 M | 5 | 4.5% | Reducidas |
|
| 1116 |
BPM
Blue Pool Management
Causeway Bay,
Hong Kong
| USD 56 M | -USD 7.11 M | 3 | 27% | Reducidas |
|
| 1117 |
LRPA
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 56 M | -USD 2.7 M | 6 | 9.99% | Reducidas |
|
| 1118 |
KCM
Keywise Capital Management
Grand Cayman,
Cayman Islands
| USD 55.9 M | -USD 1.45 M | 1 | 19.98% | Reducidas |
|
| 1119 |
Suncoast Equity Management
Tampa,
Florida
| USD 55.7 M | -USD 32 | 4 | 12.96% | Reducidas |
|
| 1120 |
BFO
Boston Family Office
Boston,
Massachusetts
| USD 55.6 M | -USD 276 k | 6 | 5.86% | Reducidas |
|
| 1121 |
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 55.6 M | -USD 13.6 M | 5 | 7.47% | Reducidas |
|
| 1122 |
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| USD 55.6 M | -USD 1.78 M | 5 | 6.78% | Reducidas |
|
| 1123 |
Central Securities
New York
| USD 55.6 M | USD 0 | 3 | 8.4% | Mantenido |
|
| 1124 |
Majedie Asset Management
London,
United Kingdom
| USD 55.4 M | +USD 7.83 M | 4 | 4.18% | Aumentadas |
|
| 1125 |
ARTA
A.R.T. Advisors
New York
| USD 55.4 M | +USD 12.6 M | 7 | 2.52% | Aumentadas |
|