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 | |
|---|---|---|---|---|---|---|---|
| 1201 |
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| USD 18.9 M | +USD 1.03 M | 4 | 3.43% | Aumentadas |
|
| 1202 |
Main Street Research
Lakeville,
Connecticut
| USD 18.8 M | +USD 906 k | 7 | 4.02% | Aumentadas |
|
| 1203 |
SIC
Schwartz Investment Counsel
Plymouth,
Michigan
| USD 18.7 M | -USD 2.16 M | 2 | 1.24% | Reducidas |
|
| 1204 |
VOAM
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| USD 18.7 M | +USD 629 k | 1 | 2.05% | Aumentadas |
|
| 1205 |
KLWA
Kelly Lawrence W & Associates
Pasadens,
California
| USD 18.7 M | +USD 184 k | 4 | 3.89% | Aumentadas |
|
| 1206 |
SIRP
Shelter Insurance Retirement Plan
Columbia,
Missouri
| USD 18.6 M | USD 0 | 2 | 7.29% | Mantenido |
|
| 1207 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 18.6 M | -USD 23.7 M | 1 | 5.49% | Reducidas |
|
| 1208 |
PIM
Partner Investment Management
San Francisco,
California
| USD 18.6 M | -USD 3.38 M | 1 | 7.58% | Reducidas |
|
| 1209 |
NC
NBW Capital
Boston,
Massachusetts
| USD 18.5 M | -USD 208 k | 2 | 4.26% | Reducidas |
|
| 1210 |
Callahan Advisors
Houston,
Texas
| USD 18.5 M | +USD 443 k | 4 | 5.45% | Aumentadas |
|
| 1211 |
Whitebox Advisors
Minneapolis,
Minnesota
| USD 18.5 M | -USD 8.52 M | 3 | 0.74% | Reducidas |
|
| 1212 |
CCMIC
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| USD 18.5 M | -USD 2.77 M | 2 | 2.02% | Reducidas |
|
| 1213 |
Bainco International Investors
Boston,
Massachusetts
| USD 18.5 M | +USD 266 k | 3 | 4.38% | Aumentadas |
|
| 1214 |
MSU
Maple Securities USA
Jersey City,
New Jersey
| USD 18.5 M | +USD 18 M | 2 | 1.46% | Aumentadas |
|
| 1215 |
Fulton Bank
Lancaster,
Pennsylvania
| USD 18.5 M | +USD 163 k | 5 | 2.05% | Aumentadas |
|
| 1216 |
Alpha Cubed Investments
Irvine,
California
| USD 18.5 M | +USD 11.5 M | 7 | 7.22% | Aumentadas |
|
| 1217 |
MRCM
M&R Capital Management
Summit,
New Jersey
| USD 18.4 M | -USD 2.17 M | 4 | 4.38% | Reducidas |
|
| 1218 |
Fuller & Thaler Asset Management
San Mateo,
California
| USD 18.4 M | -USD 3.01 M | 8 | 0.66% | Reducidas |
|
| 1219 |
AIM
Assured Investment Management
New York
| USD 18.4 M | -USD 69.9 M | 4 | 0.35% | Reducidas |
|
| 1220 |
LAM
Lingohr Asset Management
Duesseldorf,
Germany
| USD 18.3 M | -USD 9.6 M | 3 | 4.55% | Reducidas |
|
| 1221 |
Clarkston Capital Partners
Rochester,
Michigan
| USD 18.3 M | -USD 772 k | 3 | 2.77% | Reducidas |
|
| 1222 |
GPC
Glacier Peak Capital
Bellevue,
Washington
| USD 18.2 M | +USD 3.85 M | 2 | 9.23% | Aumentadas |
|
| 1223 |
AT
Acadia Trust
Portland,
Maine
| USD 18.2 M | -USD 401 k | 2 | 6.25% | Reducidas |
|
| 1224 |
CL
CIM LLC
Albany,
New York
| USD 18.1 M | -USD 22.2 k | 3 | 8.55% | Reducidas |
|
| 1225 |
BAS
Brown Advisory Securities
Baltimore,
Maryland
| USD 18.1 M | +USD 1.68 M | 6 | 6.56% | Aumentadas |
|