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 |
Gifford Fong Associates
Lafayette,
California
| USD 82 M | USD 0 | 6 | 17.62% | Mantenido |
|
| 1202 |
CPH
C Partners Holding
Zurich,
Switzerland
| USD 81.8 M | +USD 16.6 M | 2 | 19.8% | Aumentadas |
|
| 1203 |
Forte Capital
Rochester,
New York
| USD 81.7 M | -USD 633 k | 10 | 12.61% | Reducidas |
|
| 1204 |
Grandfield & Dodd
New York
| USD 81.6 M | -USD 1.37 M | 6 | 6.1% | Reducidas |
|
| 1205 |
Estabrook Capital Management
New York
| USD 81.5 M | -USD 1.09 M | 8 | 12.55% | Reducidas |
|
| 1206 |
Fulton Bank
Lancaster,
Pennsylvania
| USD 81.5 M | -USD 2.26 M | 10 | 4.11% | Reducidas |
|
| 1207 |
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 81.3 M | -USD 7.3 M | 10 | 10.32% | Reducidas |
|
| 1208 |
HLC
Hunt Lane Capital
New York
| USD 81.2 M | +USD 11.8 M | 2 | 16.84% | Aumentadas |
|
| 1209 |
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 81.1 M | -USD 224 k | 5 | 8.54% | Reducidas |
|
| 1210 |
Untitled Investments
New York
| USD 81.1 M | -USD 14.3 M | 3 | 23.73% | Reducidas |
|
| 1211 |
Taikang Asset Management (HK)
Hong Kong
| USD 81.1 M | -USD 12.6 M | 6 | 15.3% | Reducidas |
|
| 1212 |
Southeastern Asset Management
Memphis,
Tennessee
| USD 81.1 M | +USD 87.8 M | 1 | 1.73% | Nuevas |
|
| 1213 |
Fiduciary Group
Savannah,
Georgia
| USD 81 M | +USD 2.19 M | 7 | 9.86% | Aumentadas |
|
| 1214 |
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 81 M | -USD 904 k | 6 | 7.9% | Reducidas |
|
| 1215 |
East Coast Asset Management
Essex,
Massachusetts
| USD 80.9 M | +USD 5.45 M | 6 | 21.63% | Aumentadas |
|
| 1216 |
Northstar Investment Advisors
Denver,
Colorado
| USD 80.8 M | -USD 2.07 M | 7 | 11.77% | Reducidas |
|
| 1217 |
Baker Avenue Asset Management
San Francisco,
California
| USD 80.2 M | +USD 15.1 M | 8 | 4.92% | Aumentadas |
|
| 1218 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| USD 80.2 M | +USD 85.5 M | 13 | 35.79% | Aumentadas |
|
| 1219 |
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 80.2 M | USD 0 | 3 | 12.87% | Mantenido |
|
| 1220 |
SeaCrest Wealth Management
Purchase,
New York
| USD 80.2 M | +USD 3.17 M | 10 | 10.61% | Aumentadas |
|
| 1221 |
Blue Pool Management
Causeway Bay,
Hong Kong
| USD 80.1 M | +USD 14.9 M | 3 | 17.96% | Aumentadas |
|
| 1222 |
AIA Group
Hong Kong
| USD 79.9 M | +USD 11.9 M | 9 | 11.54% | Aumentadas |
|
| 1223 |
11 Capital Partners
Darien,
Connecticut
| USD 79.8 M | +USD 62.4 M | 3 | 18.18% | Aumentadas |
|
| 1224 |
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| USD 79.7 M | +USD 9.7 M | 1 | 4.76% | Aumentadas |
|
| 1225 |
TM
Tiger Management
New York
| USD 79.7 M | +USD 10.2 M | 3 | 15.67% | Aumentadas |
|