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 | |
|---|---|---|---|---|---|---|---|
| 1276 |
Ninety One North America
New York
| USD 109 M | -USD 10.1 M | 2 | 7.31% | Reducidas |
|
| 1277 |
Callan Family Office
Radnor,
Pennsylvania
| USD 108 M | -USD 49 M | 9 | 8.13% | Reducidas |
|
| 1278 |
German American Bancorp
Jasper,
Indiana
| USD 108 M | -USD 160 k | 4 | 11.64% | Reducidas |
|
| 1279 |
Asset Advisors Investment Management
Augusta,
Georgia
| USD 108 M | -USD 3.08 M | 5 | 11.33% | Reducidas |
|
| 1280 |
CC
Cornerstone Capital
Palo Alto,
California
| USD 108 M | -USD 22.5 M | 3 | 11.59% | Reducidas |
|
| 1281 |
Palisade Asset Management
Minneapolis,
Minnesota
| USD 107 M | -USD 2.08 M | 6 | 11.03% | Reducidas |
|
| 1282 |
Churchill Management
Los Angeles,
California
| USD 107 M | -USD 12.7 M | 6 | 1.36% | Reducidas |
|
| 1283 |
Jacobs & Co
San Francisco,
California
| USD 107 M | -USD 2.87 M | 6 | 11.43% | Reducidas |
|
| 1284 |
UG Investment Advisers
Taipei,
Taiwan
| USD 107 M | USD 0 | 2 | 29.35% | Mantenido |
|
| 1285 |
ValueAct Holdings
San Francisco,
California
| USD 107 M | +USD 5.69 M | 1 | 2.34% | Aumentadas |
|
| 1286 |
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| USD 107 M | -USD 3.27 M | 9 | 13.74% | Reducidas |
|
| 1287 |
Chicago Partners Investment Group
Chicago,
Illinois
| USD 107 M | +USD 3.92 M | 12 | 3.56% | Aumentadas |
|
| 1288 |
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| USD 107 M | +USD 4.95 M | 10 | 4.98% | Aumentadas |
|
| 1289 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 107 M | -USD 11.7 M | 3 | 9.48% | Reducidas |
|
| 1290 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 107 M | +USD 15.3 M | 3 | 5.8% | Aumentadas |
|
| 1291 |
Robertson Stephens Wealth Management
San Francisco,
California
| USD 107 M | -USD 5.66 M | 9 | 3.67% | Reducidas |
|
| 1292 |
Penobscot Investment Management
Boston,
Massachusetts
| USD 106 M | +USD 1.16 M | 6 | 10.01% | Aumentadas |
|
| 1293 |
Weatherly Asset Management
Del Mar,
California
| USD 106 M | -USD 809 k | 6 | 9.53% | Reducidas |
|
| 1294 |
Ulysses Management
New York
| USD 106 M | -USD 9.18 M | 3 | 15.29% | Reducidas |
|
| 1295 |
TM
Tikvah Management
Charlotte,
North Carolina
| USD 106 M | -USD 1.35 M | 3 | 36.17% | Reducidas |
|
| 1296 |
FJ Investments
Salt Lake City,
Utah
| USD 106 M | +USD 112 k | 2 | 9.52% | Aumentadas |
|
| 1297 |
Bell Asset Management
Melbourne,
Australia
| USD 106 M | +USD 9.07 M | 4 | 19.47% | Aumentadas |
|
| 1298 |
TD Private Client Wealth
New York
| USD 105 M | +USD 4.6 M | 16 | 2.91% | Aumentadas |
|
| 1299 |
Rollins Financial Advisors
New York City,
New York
| USD 105 M | -USD 2.84 M | 4 | 18.35% | Reducidas |
|
| 1300 |
Soma Equity Partners
San Francisco,
California
| USD 105 M | -USD 68.6 M | 1 | 6.15% | Reducidas |
|