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 | |
|---|---|---|---|---|---|---|---|
| 1176 |
Sylebra Capital (HK)
Hong Kong
| USD 26.1 M | -USD 676 k | 1 | 2.47% | Reducidas |
|
| 1177 |
First Midwest Bank Trust Division
Joliet,
Illinois
| USD 26.1 M | +USD 6.83 M | 6 | 3.42% | Aumentadas |
|
| 1178 |
Pittenger & Anderson Inc
Lincoin,
Nebraska
| USD 26.1 M | +USD 2.45 M | 8 | 3.03% | Aumentadas |
|
| 1179 |
MRCM
M&R Capital Management
Summit,
New Jersey
| USD 26.1 M | +USD 641 k | 5 | 7.84% | Aumentadas |
|
| 1180 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
| USD 26 M | -USD 1.25 M | 9 | 17.73% | Reducidas |
|
| 1181 |
JC
JBF Capital
Aspen,
Colorado
| USD 25.9 M | +USD 10.6 M | 3 | 3.29% | Aumentadas |
|
| 1182 |
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| USD 25.8 M | +USD 21.1 M | 2 | 2.06% | Aumentadas |
|
| 1183 |
HSA
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 25.8 M | +USD 11.2 M | 3 | 3.42% | Aumentadas |
|
| 1184 |
Community Bank
Dewitt,
New York
| USD 25.5 M | -USD 451 k | 7 | 6.16% | Reducidas |
|
| 1185 |
Laird Norton Wetherby Wealth Management
San Francisco,
California
| USD 25.4 M | +USD 718 k | 8 | 6% | Aumentadas |
|
| 1186 |
RIT Capital Partners
London,
United Kingdom
| USD 25.3 M | USD 0 | 1 | 13.65% | Mantenido |
|
| 1187 |
Horizon Kinetics
New York
| USD 25.3 M | -USD 23.4 M | 5 | 0.63% | Reducidas |
|
| 1188 |
MIM
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 25.2 M | -USD 2.18 M | 2 | 10.49% | Reducidas |
|
| 1189 |
Parker Investment Management
Menlo Park,
California
| USD 25.1 M | +USD 24.2 M | 3 | 9.45% | Nuevas |
|
| 1190 |
CCT
Chemung Canal Trust
Elmira,
New York
| USD 25.1 M | +USD 795 k | 5 | 5.79% | Aumentadas |
|
| 1191 |
JHL Capital Group
Chicago,
Illinois
| USD 25 M | -USD 2.38 M | 1 | 2.39% | Reducidas |
|
| 1192 |
FFIC
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 25 M | +USD 1.23 M | 2 | 5.48% | Aumentadas |
|
| 1193 |
JCP
Jabre Capital Partners
Geneva,
Switzerland
| USD 25 M | +USD 20 M | 4 | 3.97% | Aumentadas |
|
| 1194 |
MCMC
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 25 M | -USD 71.5 M | 1 | 1.22% | Reducidas |
|
| 1195 |
Murphy Capital Management
Bedminster,
New Jersey
| USD 25 M | -USD 2.95 M | 6 | 3.91% | Reducidas |
|
| 1196 |
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| USD 25 M | -USD 740 k | 7 | 5.31% | Reducidas |
|
| 1197 |
Goelzer Investment Management
Carmel,
Indiana
| USD 24.9 M | -USD 3.44 M | 6 | 3.55% | Reducidas |
|
| 1198 |
Gerstein Fisher
New York
| USD 24.8 M | +USD 2.55 M | 7 | 3.38% | Aumentadas |
|
| 1199 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
| USD 24.8 M | -USD 8.59 M | 3 | 0.71% | Reducidas |
|
| 1200 |
Everence Capital Management
Goshen,
Indiana
| USD 24.7 M | +USD 1.6 M | 6 | 7.68% | Aumentadas |
|