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 | |
|---|---|---|---|---|---|---|---|
| 1301 |
Suncoast Equity Management
Tampa,
Florida
| USD 36.3 M | +USD 764 k | 4 | 9.56% | Aumentadas |
|
| 1302 |
Randolph Company
Cincinnati,
Ohio
| USD 36.3 M | -USD 1.32 M | 2 | 6.59% | Reducidas |
|
| 1303 |
Fulton Bank
Lancaster,
Pennsylvania
| USD 36.3 M | +USD 273 k | 9 | 2.54% | Aumentadas |
|
| 1304 |
Thomas White International
Chicago,
Illinois
| USD 36.2 M | -USD 1.31 M | 6 | 5.95% | Reducidas |
|
| 1305 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 36.2 M | +USD 9.6 M | 3 | 7.9% | Aumentadas |
|
| 1306 |
Giverny Capital
Montreal,
Quebec, Canada
| USD 36.2 M | +USD 1.55 M | 2 | 4.85% | Aumentadas |
|
| 1307 |
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| USD 36.2 M | -USD 2.6 M | 4 | 16.38% | Reducidas |
|
| 1308 |
Tradewinds Capital Management
Bellingham,
Washington
| USD 36.1 M | -USD 1.07 M | 11 | 16.18% | Reducidas |
|
| 1309 |
Bank of Hawaii
Honolulu,
Hawaii
| USD 36.1 M | -USD 1.61 M | 6 | 3.02% | Reducidas |
|
| 1310 |
Tibra Equities Europe
London,
United Kingdom
| USD 36 M | +USD 30.5 M | 1 | 6.31% | Aumentadas |
|
| 1311 |
Baxter Bros Inc
Riverside,
Connecticut
| USD 36 M | +USD 550 k | 5 | 9.82% | Aumentadas |
|
| 1312 |
JWBC
J.W. Burns & Co
Dewitt,
New York
| USD 36 M | -USD 138 k | 7 | 9.23% | Reducidas |
|
| 1313 |
Ally Financial
Detroit,
Michigan
| USD 36 M | +USD 183 k | 6 | 5.39% | Aumentadas |
|
| 1314 |
Salesforce Inc
San Francisco,
California
| USD 35.9 M | USD 0 | 2 | 18.86% | Mantenido |
|
| 1315 |
AMI Asset Management
Los Angeles,
California
| USD 35.8 M | -USD 671 k | 1 | 2.56% | Reducidas |
|
| 1316 |
Convergence Investment Partners
Palm Beach Gardens,
Florida
| USD 35.7 M | -USD 4.84 M | 14 | 4.66% | Reducidas |
|
| 1317 |
Howe & Rusling
Rochester,
New York
| USD 35.7 M | +USD 2.32 M | 11 | 6.46% | Aumentadas |
|
| 1318 |
Edge Advisors
Atlanta,
Georgia
| USD 35.7 M | +USD 3.56 M | 13 | 3.36% | Aumentadas |
|
| 1319 |
B. Riley Wealth Advisors
Boca Raton,
Florida
| USD 35.6 M | -USD 217 k | 9 | 4.99% | Reducidas |
|
| 1320 |
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 35.6 M | +USD 5.2 M | 5 | 5.36% | Aumentadas |
|
| 1321 |
Catalyst Capital Advisors
Huntington,
New York
| USD 35.6 M | +USD 9.5 M | 10 | 1.28% | Aumentadas |
|
| 1322 |
JW Asset Management
Miami Beach,
Florida
| USD 35.5 M | USD 0 | 3 | 34.94% | Mantenido |
|
| 1323 |
CLCM
Crawford Lake Capital Management
Lakewood,
New Jersey
| USD 35.4 M | +USD 2.29 M | 3 | 7.55% | Aumentadas |
|
| 1324 |
Greenleaf Trust
Kalamazoo,
Michigan
| USD 35.4 M | +USD 2.91 M | 8 | 0.7% | Aumentadas |
|
| 1325 |
Hartline Investment Corp
Winnetka,
Illinois
| USD 35.4 M | +USD 9.15 M | 7 | 9.7% | Aumentadas |
|