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 |
Sepio Capital
Salt Lake City,
Utah
| USD 55 M | -USD 2.69 M | 6 | 5.2% | Reducidas |
|
| 1202 |
BFM
Blacksheep Fund Management
Co. Dublin,
Ireland
| USD 55 M | +USD 52.8 M | 2 | 40.88% | Nuevas |
|
| 1203 |
1ST Source Bank
South Bend,
Indiana
| USD 54.9 M | -USD 1.33 M | 6 | 4.12% | Reducidas |
|
| 1204 |
Birinyi Associates
Westport,
Connecticut
| USD 54.9 M | -USD 1.71 M | 5 | 22.72% | Reducidas |
|
| 1205 |
CCM Investment Advisers
Columbia,
South Carolina
| USD 54.8 M | +USD 257 k | 3 | 8.54% | Aumentadas |
|
| 1206 |
RWWM Inc
Rocklin,
California
| USD 54.8 M | -USD 986 k | 2 | 15.86% | Reducidas |
|
| 1207 |
Andra AP-fonden
Goteborg,
Sweden
| USD 54.8 M | +USD 2.9 M | 12 | 1.57% | Aumentadas |
|
| 1208 |
Portolan Capital Management
Boston,
Massachusetts
| USD 54.6 M | -USD 2.16 M | 4 | 5.52% | Reducidas |
|
| 1209 |
Engineers Gate Manager
New York
| USD 54.6 M | +USD 10.9 M | 19 | 2.4% | Aumentadas |
|
| 1210 |
Patten & Patten
Chattanooga,
Tennessee
| USD 54.3 M | -USD 599 k | 7 | 5.46% | Reducidas |
|
| 1211 |
Robeco Schweiz
Zurich,
Switzerland
| USD 54.3 M | +USD 1.25 M | 3 | 2.02% | Aumentadas |
|
| 1212 |
KCM
Kingdon Capital Management
New York
| USD 54.3 M | -USD 53.1 M | 2 | 8.17% | Reducidas |
|
| 1213 |
Webster Bank
Waterbury,
Connecticut
| USD 54.2 M | -USD 1.04 M | 12 | 6.93% | Reducidas |
|
| 1214 |
APA
American Portfolios Advisors
Holbrook,
New York
| USD 54.2 M | +USD 4.63 M | 23 | 3.85% | Aumentadas |
|
| 1215 |
First Hawaiian Bank
Honolulu,
Hawaii
| USD 54.1 M | -USD 1.08 M | 11 | 2.59% | Reducidas |
|
| 1216 |
Fiduciary Trust International
Lincoln,
Massachusetts
| USD 54 M | +USD 11.7 M | 6 | 8.67% | Aumentadas |
|
| 1217 |
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 54 M | -USD 93.8 k | 3 | 17.81% | Reducidas |
|
| 1218 |
Academy Capital Management
Waco,
Texas
| USD 53.8 M | +USD 8.42 M | 4 | 11.77% | Aumentadas |
|
| 1219 |
Advisors Capital Management
Ridgewood,
New Jersey
| USD 53.7 M | +USD 14.8 M | 7 | 2.51% | Aumentadas |
|
| 1220 |
Lee, Danner & Bass
Nashville,
Tennessee
| USD 53.7 M | -USD 1.86 M | 8 | 5.62% | Reducidas |
|
| 1221 |
Vista Equity Partners Management
San Francisco,
California
| USD 53.7 M | +USD 34.9 M | 2 | 2.45% | Aumentadas |
|
| 1222 |
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 53.5 M | +USD 12.1 k | 4 | 7.22% | Aumentadas |
|
| 1223 |
Randolph Company
Cincinnati,
Ohio
| USD 53.5 M | +USD 2.93 M | 2 | 8.25% | Aumentadas |
|
| 1224 |
Centiva Capital
New York
| USD 53.5 M | -USD 20.6 M | 7 | 2.61% | Reducidas |
|
| 1225 |
Tudor Investment Corp
Stamford,
Connecticut
| USD 53.4 M | -USD 57.9 M | 19 | 2.4% | Reducidas |
|