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 |
Vantage Investment Partners
Kansas City,
Missouri
| USD 56.3 M | -USD 761 k | 3 | 5.85% | Reducidas |
|
| 1127 |
JC
JBF Capital
Aspen,
Colorado
| USD 56.1 M | -USD 556 k | 3 | 10.01% | Reducidas |
|
| 1128 |
BIC
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| USD 56.1 M | -USD 4.3 M | 6 | 6.45% | Reducidas |
|
| 1129 |
B. Riley Wealth Advisors
Boca Raton,
Florida
| USD 56 M | +USD 2.3 M | 11 | 5.51% | Aumentadas |
|
| 1130 |
McDaniel Terry & Co
Austin,
Texas
| USD 55.9 M | +USD 626 k | 4 | 8.99% | Aumentadas |
|
| 1131 |
Kimelman & Baird
New York
| USD 55.9 M | -USD 1.4 M | 6 | 7.76% | Reducidas |
|
| 1132 |
Signature Estate & Investment Advisors
Los Angeles,
California
| USD 55.9 M | +USD 26.1 M | 5 | 3.71% | Aumentadas |
|
| 1133 |
Dock Street Asset Management
Palm Beach,
Florida
| USD 55.9 M | +USD 6.4 M | 3 | 18.96% | Aumentadas |
|
| 1134 |
RWWM Inc
Rocklin,
California
| USD 55.9 M | -USD 18.6 M | 2 | 16.32% | Reducidas |
|
| 1135 |
Firsthand Capital Management
San Jose,
California
| USD 55.8 M | -USD 1.1 M | 7 | 22.56% | Reducidas |
|
| 1136 |
Bank of Hawaii
Honolulu,
Hawaii
| USD 55.8 M | +USD 826 k | 6 | 4.13% | Aumentadas |
|
| 1137 |
Traynor Capital Management
Malvern,
Pennsylvania
| USD 55.8 M | +USD 4.8 M | 7 | 17.47% | Aumentadas |
|
| 1138 |
Kings Point Capital Management
Great Neck,
New York
| USD 55.7 M | +USD 5.06 M | 10 | 9.43% | Aumentadas |
|
| 1139 |
IMC Chicago
Chicago,
Illinois
| USD 55.5 M | -USD 36.5 M | 2 | 0.17% | Reducidas |
|
| 1140 |
ARK Investment Management
St. Petersburg,
Florida
| USD 55.4 M | -USD 33.7 M | 7 | 1.21% | Reducidas |
|
| 1141 |
SFG
Sather Financial Group
Victoria,
Texas
| USD 55.3 M | +USD 586 k | 4 | 10.04% | Aumentadas |
|
| 1142 |
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 55.2 M | -USD 1.16 M | 3 | 13.34% | Reducidas |
|
| 1143 |
Redwood Investments
Boston,
Massachusetts
| USD 55.2 M | -USD 3.72 M | 4 | 4.25% | Reducidas |
|
| 1144 |
SCM
Somerset Capital Management
London,
United Kingdom
| USD 55 M | -USD 39.5 M | 1 | 12.71% | Reducidas |
|
| 1145 |
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| USD 55 M | USD 0 | 10 | 10.06% | Mantenido |
|
| 1146 |
CC
Cornerstone Capital
Palo Alto,
California
| USD 54.9 M | -USD 1.66 M | 3 | 8.55% | Reducidas |
|
| 1147 |
ARS Investment Partners
New York
| USD 54.8 M | -USD 864 k | 5 | 9.84% | Reducidas |
|
| 1148 |
Tiger Pacific Capital
New York
| USD 54.7 M | USD 0 | 1 | 17.36% | Mantenido |
|
| 1149 |
Asset Advisors Investment Management
Augusta,
Georgia
| USD 54.7 M | +USD 988 k | 3 | 8.75% | Aumentadas |
|
| 1150 |
Cambiar Investors
Denver,
Colorado
| USD 54.7 M | -USD 2.22 M | 1 | 1.75% | Reducidas |
|