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 | |
|---|---|---|---|---|---|---|---|
| 1226 |
KCM
Kingdon Capital Management
New York
| USD 41 M | -USD 18.1 M | 2 | 6.18% | Reducidas |
|
| 1227 |
Asset Advisors Investment Management
Augusta,
Georgia
| USD 41 M | -USD 3.06 M | 3 | 8.12% | Reducidas |
|
| 1228 |
NWAM LLC
Mercer Island,
Washington
| USD 40.9 M | -USD 857 k | 7 | 10.52% | Reducidas |
|
| 1229 |
TAA
TB Alternative Assets
Grand Cayman,
Cayman Islands
| USD 40.9 M | +USD 15 M | 3 | 16.65% | Aumentadas |
|
| 1230 |
Patten & Patten
Chattanooga,
Tennessee
| USD 40.8 M | -USD 2.23 M | 7 | 5.01% | Reducidas |
|
| 1231 |
D.J. St. Germain
Springfield,
Massachusetts
| USD 40.8 M | +USD 680 k | 6 | 4.84% | Aumentadas |
|
| 1232 |
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 40.7 M | -USD 861 k | 3 | 8.74% | Reducidas |
|
| 1233 |
McDaniel Terry & Co
Austin,
Texas
| USD 40.7 M | -USD 376 k | 4 | 7.88% | Reducidas |
|
| 1234 |
Pittenger & Anderson Inc
Lincoin,
Nebraska
| USD 40.6 M | +USD 935 k | 8 | 3.73% | Aumentadas |
|
| 1235 |
General Pension Society PZU Joint Stock
Warsaw,
Poland
| USD 40.6 M | USD 0 | 3 | 18.75% | Mantenido |
|
| 1236 |
Arrow Financial
Glens Falls,
New York
| USD 40.5 M | -USD 1.66 M | 8 | 10.36% | Reducidas |
|
| 1237 |
Polunin Capital Partners
London,
United Kingdom
| USD 40.4 M | +USD 356 k | 1 | 19.7% | Aumentadas |
|
| 1238 |
Nightview Capital
Austin,
Texas
| USD 40.4 M | +USD 1 M | 2 | 14.75% | Aumentadas |
|
| 1239 |
Veritas Investment Management (UK)
London,
United Kingdom
| USD 40.4 M | -USD 5.61 M | 4 | 13.18% | Reducidas |
|
| 1240 |
Frontier Investment Management
Dallas,
Texas
| USD 40.4 M | -USD 328 k | 8 | 2.99% | Reducidas |
|
| 1241 |
Novare Capital Management
Charlotte,
North Carolina
| USD 40.3 M | +USD 5.26 M | 5 | 7.35% | Aumentadas |
|
| 1242 |
Flowering Tree Investment Management
Singapore
| USD 40.2 M | +USD 34.3 M | 1 | 26.66% | Aumentadas |
|
| 1243 |
Bodenholm Capital
Stockholm,
Sweden
| USD 40.1 M | +USD 3.99 M | 1 | 19.24% | Aumentadas |
|
| 1244 |
Capital International
Los Angeles,
California
| USD 40.1 M | +USD 997 k | 5 | 10.88% | Aumentadas |
|
| 1245 |
Carrhae Capital
London,
United Kingdom
| USD 40 M | -USD 21.6 M | 2 | 12.71% | Reducidas |
|
| 1246 |
Firsthand Capital Management
San Jose,
California
| USD 40 M | -USD 4.24 M | 7 | 25.2% | Reducidas |
|
| 1247 |
Dearborn Partners
Chicago,
Illinois
| USD 39.9 M | +USD 2.25 M | 6 | 3.08% | Aumentadas |
|
| 1248 |
Lunia Capital
Dallas,
Texas
| USD 39.9 M | -USD 7.39 M | 3 | 8.77% | Reducidas |
|
| 1249 |
TimesSquare Capital Management
New York
| USD 39.8 M | +USD 45.1 k | 3 | 0.34% | Aumentadas |
|
| 1250 |
DAM
Davis Asset Management
Sausalito,
California
| USD 39.6 M | USD 0 | 2 | 4% | Mantenido |
|