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 |
First National Trust
Hermitage,
Pennsylvania
| USD 31.2 M | +USD 1.54 M | 6 | 4.05% | Aumentadas |
|
| 1202 |
HSA
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 31.1 M | +USD 1.62 M | 6 | 6.87% | Aumentadas |
|
| 1203 |
TWI
Thomas White International
Chicago,
Illinois
| USD 31.1 M | +USD 2.14 M | 5 | 4.51% | Aumentadas |
|
| 1204 |
Bridgewater Associates
Westport,
Connecticut
| USD 31 M | -USD 54.5 M | 5 | 0.35% | Reducidas |
|
| 1205 |
Murphy Capital Management
Bedminster,
New Jersey
| USD 31 M | +USD 907 k | 6 | 4.61% | Aumentadas |
|
| 1206 |
UONDDL
University of Notre Dame du Lac
South Bend,
Indiana
| USD 30.9 M | +USD 5.13 M | 3 | 7.72% | Aumentadas |
|
| 1207 |
Prelude Capital Management
New York
| USD 30.9 M | +USD 13 M | 11 | 2.95% | Aumentadas |
|
| 1208 |
Ancora Advisors
Cleveland,
Ohio
| USD 30.9 M | -USD 4.91 k | 7 | 2.09% | Reducidas |
|
| 1209 |
Lockheed Martin Investment Management
Bethesda,
Maryland
| USD 30.9 M | +USD 4.53 M | 8 | 1.75% | Aumentadas |
|
| 1210 |
Zevin Asset Management
Boston,
Massachusetts
| USD 30.8 M | +USD 8.44 M | 6 | 7.79% | Aumentadas |
|
| 1211 |
TC
Towle & Co
Denver,
Colorado
| USD 30.7 M | +USD 4.38 M | 1 | 3.54% | Aumentadas |
|
| 1212 |
Perigon Wealth Management
San Francisco,
California
| USD 30.7 M | +USD 660 k | 10 | 6.51% | Aumentadas |
|
| 1213 |
TAM
Target Asset Management
Singapore
| USD 30.6 M | -USD 20.1 M | 1 | 67.56% | Reducidas |
|
| 1214 |
Locust Wood Capital Advisers
New York
| USD 30.6 M | -USD 69.1 M | 2 | 3.63% | Reducidas |
|
| 1215 |
Van Cleef Asset Management
Beachwood,
Ohio
| USD 30.5 M | +USD 183 k | 5 | 9.27% | Aumentadas |
|
| 1216 |
AssetMark Inc
Concord,
California
| USD 30.4 M | +USD 4.53 M | 13 | 0.4% | Aumentadas |
|
| 1217 |
Bridges Investment Management
Omaha,
Nebraska
| USD 30.3 M | +USD 584 k | 5 | 4.18% | Aumentadas |
|
| 1218 |
SKBA Capital Management
San Francisco,
California
| USD 30.3 M | -USD 13.3 M | 2 | 4.03% | Reducidas |
|
| 1219 |
Reilly Financial Advisors
La Mesa,
California
| USD 30.3 M | +USD 418 k | 12 | 4.87% | Aumentadas |
|
| 1220 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
| USD 30.2 M | +USD 1.09 M | 3 | 2.51% | Aumentadas |
|
| 1221 |
Alpha Cubed Investments
Irvine,
California
| USD 30.2 M | +USD 5.86 M | 8 | 6.16% | Aumentadas |
|
| 1222 |
RCM
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| USD 30.2 M | +USD 177 k | 2 | 9.09% | Aumentadas |
|
| 1223 |
General Pension Society PZU Joint Stock
Warsaw,
Poland
| USD 30.1 M | USD 0 | 3 | 15.19% | Mantenido |
|
| 1224 |
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| USD 30.1 M | +USD 4.11 M | 2 | 3.47% | Aumentadas |
|
| 1225 |
Callahan Advisors
Houston,
Texas
| USD 30 M | +USD 735 k | 6 | 6.76% | Aumentadas |
|