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 | |
|---|---|---|---|---|---|---|---|
| 1401 |
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| USD 41.6 M | +USD 573 k | 5 | 4.72% | Aumentadas |
|
| 1402 |
Clare Market Investments
Dallas,
Texas
| USD 41.6 M | +USD 5.26 M | 6 | 30.07% | Aumentadas |
|
| 1403 |
Palisade Capital Management
Fort Lee,
New Jersey
| USD 41.6 M | -USD 597 k | 7 | 1.18% | Reducidas |
|
| 1404 |
GJCM
Grand Jean Capital Management
San Francisco,
California
| USD 41.6 M | +USD 1.87 M | 3 | 15.91% | Aumentadas |
|
| 1405 |
FORA Capital
Miami,
Florida
| USD 41.5 M | +USD 39.4 M | 6 | 4.19% | Nuevas |
|
| 1406 |
NAM
North American Management
Boston,
Massachusetts
| USD 41.5 M | -USD 433 k | 5 | 6.12% | Reducidas |
|
| 1407 |
WMS Partners
Towson,
Maryland
| USD 41.5 M | -USD 1.14 M | 7 | 9.27% | Reducidas |
|
| 1408 |
Kayak Investment Partners
San Francisco,
California
| USD 41.4 M | -USD 25.2 M | 3 | 24.77% | Reducidas |
|
| 1409 |
Grassi Investment Management
Santa Clara,
California
| USD 41.3 M | -USD 1.62 M | 8 | 5.59% | Reducidas |
|
| 1410 |
Bourne Lent Asset Management
Pawling,
New York
| USD 41.2 M | +USD 363 k | 5 | 19.42% | Aumentadas |
|
| 1411 |
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| USD 41.2 M | -USD 9.9 M | 5 | 0.86% | Reducidas |
|
| 1412 |
Graham Capital Management
Rowayton,
Connecticut
| USD 41.2 M | +USD 3 M | 3 | 1.5% | Aumentadas |
|
| 1413 |
Lyell Wealth Management
Menlo Park,
California
| USD 40.9 M | +USD 2.01 M | 6 | 10.93% | Aumentadas |
|
| 1414 |
Courier Capital
Buffalo,
New York
| USD 40.9 M | -USD 581 k | 6 | 4.8% | Reducidas |
|
| 1415 |
SVA Wealth Management
Madison,
Wisconsin
| USD 40.9 M | -USD 944 k | 6 | 3.75% | Reducidas |
|
| 1416 |
JW Asset Management
Miami Beach,
Florida
| USD 40.8 M | USD 0 | 2 | 29.42% | Mantenido |
|
| 1417 |
AL
Arnhold LLC
New York
| USD 40.8 M | +USD 2.12 M | 7 | 6.43% | Aumentadas |
|
| 1418 |
BBR Partners
New York
| USD 40.5 M | +USD 22 M | 7 | 4.44% | Aumentadas |
|
| 1419 |
Atreides Management
Boston,
Massachusetts
| USD 40.5 M | +USD 40 M | 2 | 9.29% | Nuevas |
|
| 1420 |
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| USD 40.4 M | -USD 91.1 k | 6 | 5.91% | Reducidas |
|
| 1421 |
ACM
Ashe Capital Management
Englewood Cliffs,
New Jersey
| USD 40.4 M | +USD 42 M | 1 | 3.08% | Nuevas |
|
| 1422 |
Abbrea Capital
Greenbrae,
California
| USD 40.4 M | -USD 148 k | 7 | 8.59% | Reducidas |
|
| 1423 |
Stevens Capital Management
Radnor,
Pennsylvania
| USD 40.4 M | +USD 23.2 M | 13 | 3.77% | Aumentadas |
|
| 1424 |
Union Bancaire Privee Asset Management
New York
| USD 40.3 M | +USD 6.28 M | 3 | 20.45% | Aumentadas |
|
| 1425 |
Westwind Capital
Las Cruces,
New Mexico
| USD 40.2 M | +USD 111 k | 5 | 19.53% | Aumentadas |
|