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 |
AC
Apertura Capital
Dallas,
Texas
| USD 29.1 M | +USD 27.4 M | 2 | 11.01% | Nuevas |
|
| 1127 |
YCG LLC
Austin,
Texas
| USD 29.1 M | -USD 4.05 M | 3 | 8.09% | Reducidas |
|
| 1128 |
SouthState Corp
Winter Haven,
Florida
| USD 29.1 M | +USD 1.18 M | 6 | 4.56% | Aumentadas |
|
| 1129 |
Choate Investment Advisors
Boston,
Massachusetts
| USD 29 M | +USD 10.5 M | 7 | 2.11% | Aumentadas |
|
| 1130 |
Pitcairn
Conshohocken,
Pennsylvania
| USD 29 M | +USD 2.14 M | 10 | 3.22% | Aumentadas |
|
| 1131 |
TCSAM
Tyrus Capital S.A.M.
Monaco
| USD 28.9 M | +USD 27.5 M | 2 | 6.72% | Nuevas |
|
| 1132 |
KCM Investment Advisors
Greenbrae,
California
| USD 28.9 M | +USD 1.54 M | 7 | 2.28% | Aumentadas |
|
| 1133 |
MB Financial Bank - Trust Department
Rosemont,
Illinois
| USD 28.9 M | +USD 12.4 M | 9 | 3.38% | Aumentadas |
|
| 1134 |
CL
Croft-Leominster
Baltimore,
Maryland
| USD 28.8 M | +USD 6.05 M | 4 | 6.21% | Aumentadas |
|
| 1135 |
Atika Capital Management
New York
| USD 28.8 M | +USD 16.3 M | 3 | 14.81% | Aumentadas |
|
| 1136 |
Catalyst Capital Advisors
Huntington,
New York
| USD 28.8 M | +USD 14.3 M | 6 | 4.17% | Aumentadas |
|
| 1137 |
Murphy Capital Management
Bedminster,
New Jersey
| USD 28.7 M | +USD 3.14 M | 7 | 4.38% | Aumentadas |
|
| 1138 |
Caxton Associates (New York)
New York
| USD 28.7 M | +USD 12.9 M | 3 | 4.57% | Aumentadas |
|
| 1139 |
MAM
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 28.6 M | +USD 6 M | 4 | 7.03% | Aumentadas |
|
| 1140 |
Diversified Trust
Memphis,
Tennessee
| USD 28.5 M | +USD 479 k | 7 | 3.05% | Aumentadas |
|
| 1141 |
CWM
Concert Wealth Management
San Jose,
California
| USD 28.5 M | -USD 5.51 M | 7 | 3.8% | Reducidas |
|
| 1142 |
Jacobs & Co
San Francisco,
California
| USD 28.4 M | +USD 1.23 M | 6 | 7.35% | Aumentadas |
|
| 1143 |
Loews Corp
New York
| USD 28.1 M | -USD 3.17 M | 5 | 0.22% | Reducidas |
|
| 1144 |
Stock Yards Bank & Trust
Louisville,
Kentucky
| USD 28.1 M | +USD 453 k | 5 | 3.91% | Aumentadas |
|
| 1145 |
Giverny Capital
Montreal,
Quebec, Canada
| USD 28 M | -USD 108 k | 2 | 5.58% | Reducidas |
|
| 1146 |
KFS
Kurt F. Somerville
| USD 27.8 M | +USD 2.96 M | 5 | 6.35% | Aumentadas |
|
| 1147 |
Goelzer Investment Management
Carmel,
Indiana
| USD 27.8 M | +USD 2.25 M | 7 | 4.05% | Aumentadas |
|
| 1148 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 27.7 M | -USD 98.4 M | 1 | 1.57% | Reducidas |
|
| 1149 |
CTC (Chicago Trading Company)
Chicago,
Illinois
| USD 27.6 M | +USD 25.3 M | 1 | 11.25% | Nuevas |
|
| 1150 |
Sylebra Capital (HK)
Hong Kong
| USD 27.6 M | +USD 687 k | 1 | 2.6% | Aumentadas |
|