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 | |
|---|---|---|---|---|---|---|---|
| 1151 |
Harbor Investment Advisory
Lutherville,
Maryland
| USD 59.7 M | +USD 57.1 M | 12 | 13.75% | Nuevas |
|
| 1152 |
Central Securities
New York
| USD 59.6 M | USD 0 | 3 | 8.53% | Mantenido |
|
| 1153 |
Columbus Circle Investors
| USD 59.6 M | -USD 110 M | 5 | 2.56% | Reducidas |
|
| 1154 |
TRB Advisors
New York
| USD 59.4 M | +USD 24.5 M | 3 | 25.16% | Aumentadas |
|
| 1155 |
CPH
C Partners Holding
Zurich,
Switzerland
| USD 59.2 M | +USD 2.25 M | 2 | 17.66% | Aumentadas |
|
| 1156 |
Osborn Williams & Donohoe
Cincinnati,
Ohio
| USD 59.2 M | -USD 4.94 M | 7 | 5.92% | Reducidas |
|
| 1157 |
Broad Run Investment Management
Arlington,
Virginia
| USD 59 M | -USD 3.92 M | 2 | 2.58% | Reducidas |
|
| 1158 |
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 59 M | +USD 758 k | 7 | 6.6% | Aumentadas |
|
| 1159 |
YCG LLC
Austin,
Texas
| USD 58.9 M | +USD 240 k | 2 | 7.73% | Aumentadas |
|
| 1160 |
Majedie Asset Management
London,
United Kingdom
| USD 58.6 M | +USD 4.92 M | 3 | 4.26% | Aumentadas |
|
| 1161 |
Bristlecone Advisors
Bellevue,
Washington
| USD 58.4 M | -USD 6.66 M | 6 | 11.73% | Reducidas |
|
| 1162 |
ARS Investment Partners
New York
| USD 58.3 M | +USD 50.4 k | 5 | 9.79% | Aumentadas |
|
| 1163 |
Snowden Capital Advisors
New York
| USD 58.1 M | +USD 1.56 M | 8 | 5.15% | Aumentadas |
|
| 1164 |
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 57.9 M | +USD 3.95 M | 5 | 5.57% | Aumentadas |
|
| 1165 |
Weatherly Asset Management
Del Mar,
California
| USD 57.7 M | +USD 657 k | 7 | 11.02% | Aumentadas |
|
| 1166 |
UBS O'Connor
Chicago,
Illinois
| USD 57.5 M | +USD 37.2 M | 5 | 1.63% | Aumentadas |
|
| 1167 |
Penn Davis McFarland
Dallas,
Texas
| USD 57.5 M | -USD 374 k | 4 | 17.04% | Reducidas |
|
| 1168 |
SC
Selz Capital
New York
| USD 57.5 M | +USD 327 k | 4 | 10.08% | Aumentadas |
|
| 1169 |
Giverny Capital
Montreal,
Quebec, Canada
| USD 57.3 M | +USD 1.9 M | 2 | 5.19% | Aumentadas |
|
| 1170 |
Northstar Investment Advisors
Denver,
Colorado
| USD 57.3 M | -USD 2.24 M | 6 | 9.01% | Reducidas |
|
| 1171 |
Petrus Trust Company
Dallas,
Texas
| USD 57.3 M | +USD 3.86 M | 6 | 9.11% | Aumentadas |
|
| 1172 |
Guinness Asset Management
London,
United Kingdom
| USD 57.2 M | +USD 10.2 M | 4 | 6.99% | Aumentadas |
|
| 1173 |
TownSquare Capital
Provo,
Utah
| USD 57.2 M | -USD 8.37 M | 9 | 4.64% | Reducidas |
|
| 1174 |
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 57.2 M | -USD 1.61 M | 3 | 7.83% | Reducidas |
|
| 1175 |
Gifford Fong Associates
Lafayette,
California
| USD 57.1 M | USD 0 | 6 | 16.65% | Mantenido |
|