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 | |
|---|---|---|---|---|---|---|---|
| 1126 |
Adell Harriman & Carpenter
Houston,
Texas
| USD 21.2 M | -USD 284 k | 6 | 5.59% | Reducidas |
|
| 1127 |
Lee, Danner & Bass
Nashville,
Tennessee
| USD 21.2 M | -USD 10 k | 5 | 2.5% | Reducidas |
|
| 1128 |
KAS
Kemnay Advisory Services
New York
| USD 21.2 M | -USD 17.6 M | 4 | 12.09% | Reducidas |
|
| 1129 |
Strategy Asset Managers
Pasadena,
California
| USD 21.1 M | -USD 826 k | 3 | 4.62% | Reducidas |
|
| 1130 |
Aureus Asset Management
Boston,
Massachusetts
| USD 21.1 M | +USD 418 k | 4 | 4.85% | Aumentadas |
|
| 1131 |
ACM
Argentus Capital Management
Dallas,
Texas
| USD 21.1 M | +USD 2.37 M | 6 | 3.33% | Aumentadas |
|
| 1132 |
Parkwood LLC
Cleveland,
Ohio
| USD 21.1 M | +USD 5.8 M | 3 | 2.64% | Aumentadas |
|
| 1133 |
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| USD 21.1 M | -USD 207 k | 5 | 4.07% | Reducidas |
|
| 1134 |
Main Street Research
Lakeville,
Connecticut
| USD 21 M | +USD 522 k | 7 | 4.52% | Aumentadas |
|
| 1135 |
SFG
Sather Financial Group
Victoria,
Texas
| USD 21 M | +USD 5.79 M | 3 | 9.13% | Aumentadas |
|
| 1136 |
Colony Group
Boston,
Massachusetts
| USD 21 M | +USD 8.28 M | 7 | 2.32% | Aumentadas |
|
| 1137 |
Everence Capital Management
Goshen,
Indiana
| USD 20.9 M | USD 0 | 7 | 7.01% | Mantenido |
|
| 1138 |
First American Trust
Santa Ana,
California
| USD 20.9 M | -USD 1.23 M | 4 | 7.44% | Reducidas |
|
| 1139 |
M
MOTCO
San Antonio,
Texas
| USD 20.9 M | -USD 1.58 M | 6 | 2.34% | Reducidas |
|
| 1140 |
KCP
KDI Capital Partners
Raleigh,
North Carolina
| USD 20.8 M | +USD 10.5 M | 2 | 5.17% | Aumentadas |
|
| 1141 |
FSC
Fiduciary Services Corp
Savannah,
Georgia
| USD 20.8 M | +USD 877 k | 5 | 6.82% | Aumentadas |
|
| 1142 |
AFAM Capital
Austin,
Texas
| USD 20.8 M | +USD 127 k | 3 | 2.68% | Aumentadas |
|
| 1143 |
JAM
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 20.8 M | +USD 3.24 M | 1 | 3.76% | Aumentadas |
|
| 1144 |
BIC
Bridges Investment Counsel
Omaha,
Nebraska
| USD 20.7 M | +USD 98.9 k | 5 | 4.74% | Aumentadas |
|
| 1145 |
HCM
Harvey Capital Management
Palm Beach,
Florida
| USD 20.7 M | +USD 4.84 M | 4 | 7.61% | Aumentadas |
|
| 1146 |
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 20.7 M | -USD 161 k | 2 | 3.61% | Reducidas |
|
| 1147 |
LAM
Lapides Asset Management
Greenwich,
Connecticut
| USD 20.7 M | -USD 4.1 M | 1 | 3.43% | Reducidas |
|
| 1148 |
FI
FCM Investments
Dallas,
Texas
| USD 20.7 M | -USD 150 k | 5 | 9.99% | Reducidas |
|
| 1149 |
FIM
Frontier Investment Management
Dallas,
Texas
| USD 20.6 M | -USD 2.93 M | 3 | 2.9% | Reducidas |
|
| 1150 |
Beacon Trust
Morristown,
New Jersey
| USD 20.5 M | +USD 278 k | 5 | 3.12% | Aumentadas |
|