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 |
Dragoneer Investment Group
San Francisco,
California
| USD 27.9 M | -USD 4.82 M | 1 | 6.6% | Reducidas |
|
| 1202 |
Van Cleef Asset Management
Beachwood,
Ohio
| USD 27.9 M | -USD 144 k | 5 | 8.9% | Reducidas |
|
| 1203 |
Albion Financial Group
Salt Lake City,
Utah
| USD 27.9 M | +USD 187 k | 5 | 4.61% | Aumentadas |
|
| 1204 |
Goelzer Investment Management
Carmel,
Indiana
| USD 27.8 M | +USD 1.83 M | 6 | 3.61% | Aumentadas |
|
| 1205 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 27.8 M | -USD 7.3 M | 3 | 3.11% | Reducidas |
|
| 1206 |
Lebenthal Asset Management
New York
| USD 27.7 M | +USD 164 k | 7 | 3.56% | Aumentadas |
|
| 1207 |
WCP
Welch Capital Partners
Harrison,
New York
| USD 27.7 M | +USD 1.12 M | 3 | 9.36% | Aumentadas |
|
| 1208 |
CDH
Charles D. Hyman
| USD 27.7 M | +USD 2.12 M | 6 | 3.9% | Aumentadas |
|
| 1209 |
ETrade Capital Management
Arlington,
Virginia
| USD 27.7 M | +USD 3.75 M | 9 | 1.26% | Aumentadas |
|
| 1210 |
CC
Cornerstone Capital
Palo Alto,
California
| USD 27.6 M | -USD 352 k | 3 | 5.9% | Reducidas |
|
| 1211 |
Alerus Financial
Grand Forks,
North Dakota
| USD 27.6 M | -USD 612 k | 4 | 4.45% | Reducidas |
|
| 1212 |
Murphy Capital Management
Bedminster,
New Jersey
| USD 27.5 M | +USD 264 k | 6 | 4.34% | Aumentadas |
|
| 1213 |
ARK Investment Management
St. Petersburg,
Florida
| USD 27.5 M | +USD 28.6 M | 6 | 10% | Nuevas |
|
| 1214 |
First National Trust
Hermitage,
Pennsylvania
| USD 27.4 M | -USD 1.19 M | 6 | 3.86% | Reducidas |
|
| 1215 |
Summit Partners Public Asset Management
Boston,
Massachusetts
| USD 27.4 M | -USD 17 M | 3 | 5.83% | Reducidas |
|
| 1216 |
Ensemble Capital Management
San Francisco,
California
| USD 27.3 M | -USD 351 k | 2 | 6.74% | Reducidas |
|
| 1217 |
HSA
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 27.2 M | +USD 17.1 M | 5 | 5.42% | Aumentadas |
|
| 1218 |
Community Bank
Dewitt,
New York
| USD 27.2 M | -USD 256 k | 6 | 5.97% | Reducidas |
|
| 1219 |
Chartwell Investment Partners
Berywn,
Pennsylvania
| USD 27.2 M | -USD 2.24 M | 3 | 0.93% | Reducidas |
|
| 1220 |
Parkwood LLC
Cleveland,
Ohio
| USD 27.2 M | +USD 7.02 M | 4 | 4.16% | Aumentadas |
|
| 1221 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
| USD 27.1 M | +USD 7.69 M | 3 | 2.56% | Aumentadas |
|
| 1222 |
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 27.1 M | +USD 3.39 M | 5 | 6.52% | Aumentadas |
|
| 1223 |
Pitcairn
Conshohocken,
Pennsylvania
| USD 27.1 M | -USD 1.89 M | 9 | 3.35% | Reducidas |
|
| 1224 |
Bridges Investment Management
Omaha,
Nebraska
| USD 27 M | +USD 1.56 M | 5 | 3.83% | Aumentadas |
|
| 1225 |
Callahan Advisors
Houston,
Texas
| USD 27 M | +USD 403 k | 6 | 6.51% | Aumentadas |
|