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 |
Sowell Financial Services
North Little Rock,
Arkansas
| USD 175 M | +USD 3.13 M | 11 | 7.14% | Aumentadas |
|
| 1102 |
Central Securities
New York
| USD 175 M | +USD 4.13 M | 3 | 15.46% | Aumentadas |
|
| 1103 |
SPC
Stony Point Capital
New York
| USD 175 M | +USD 58.5 M | 3 | 13.26% | Aumentadas |
|
| 1104 |
GC
Gobi Capital
San Francisco,
California
| USD 175 M | -USD 47.5 M | 1 | 8.65% | Reducidas |
|
| 1105 |
GAMCO Investors
Greenwich,
Connecticut
| USD 175 M | +USD 3.06 M | 11 | 1.73% | Aumentadas |
|
| 1106 |
Cullen Capital Management
New York
| USD 174 M | -USD 6.98 M | 6 | 1.99% | Reducidas |
|
| 1107 |
Vancity Investment Management
Vancouver,
British Columbia, Canada
| USD 174 M | -USD 3.59 M | 4 | 22.01% | Reducidas |
|
| 1108 |
Southpoint Capital Advisors
New York
| USD 174 M | -USD 86.9 M | 1 | 4.38% | Reducidas |
|
| 1109 |
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 174 M | -USD 3.33 M | 6 | 18.69% | Reducidas |
|
| 1110 |
Cisco Systems
San Jose,
California
| USD 173 M | USD 0 | 1 | 39.05% | Mantenido |
|
| 1111 |
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 173 M | +USD 497 k | 6 | 8.65% | Aumentadas |
|
| 1112 |
D.J. St. Germain
Springfield,
Massachusetts
| USD 173 M | +USD 13.4 M | 14 | 7.48% | Aumentadas |
|
| 1113 |
SCA
Sander Capital Advisors
Seattle,
Washington
| USD 173 M | +USD 1.13 M | 4 | 78.7% | Aumentadas |
|
| 1114 |
GAMMA Investing
Foster City,
California
| USD 172 M | +USD 23 M | 26 | 10.9% | Aumentadas |
|
| 1115 |
Compass Capital Management
Minneapolis,
Minnesota
| USD 172 M | +USD 25.2 M | 3 | 9.22% | Aumentadas |
|
| 1116 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 172 M | -USD 12 M | 4 | 19.84% | Reducidas |
|
| 1117 |
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| USD 172 M | +USD 143 M | 10 | 3.75% | Aumentadas |
|
| 1118 |
DNCA Finance
Paris,
France
| USD 172 M | +USD 14.4 M | 6 | 13.12% | Aumentadas |
|
| 1119 |
TCM
Trybe Capital Management
Greenwich,
Connecticut
| USD 172 M | +USD 11.2 M | 4 | 36.01% | Aumentadas |
|
| 1120 |
GC Wealth Management RIA
Cambridge,
Massachusetts
| USD 171 M | +USD 95.3 M | 11 | 13.96% | Aumentadas |
|
| 1121 |
KMG Fiduciary Partners
Toledo,
Ohio
| USD 171 M | +USD 3.79 M | 8 | 12.66% | Aumentadas |
|
| 1122 |
Donaldson Capital Management
Evansville,
Indiana
| USD 170 M | -USD 2.46 M | 6 | 6.25% | Reducidas |
|
| 1123 |
Greenwoods Asset Management (HK)
Hong Kong
| USD 170 M | -USD 25.8 M | 4 | 5.92% | Reducidas |
|
| 1124 |
Frank Rimerman Advisors
Palo Alto,
California
| USD 169 M | -USD 881 k | 13 | 11.37% | Reducidas |
|
| 1125 |
MCI
McDonald Capital Investors
Orinda,
California
| USD 168 M | -USD 4.52 M | 3 | 10.57% | Reducidas |
|