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 |
Godsey & Gibb Inc
Richmond,
Virginia
| USD 112 M | -USD 1.8 M | 8 | 10.43% | Reducidas |
|
| 1402 |
Blue Grotto Capital
Atlanta,
Georgia
| USD 111 M | +USD 15.1 M | 2 | 13.38% | Aumentadas |
|
| 1403 |
Sora Investors
Bryn Mawr,
Pennsylvania
| USD 111 M | +USD 16.9 M | 5 | 9.99% | Aumentadas |
|
| 1404 |
One Madison Group
New York
| USD 111 M | -USD 5.35 M | 3 | 11.66% | Reducidas |
|
| 1405 |
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 111 M | -USD 455 k | 8 | 8.29% | Reducidas |
|
| 1406 |
CenterBook Partners
Greenwich,
Connecticut
| USD 110 M | -USD 10 M | 5 | 6.12% | Reducidas |
|
| 1407 |
Flagship Harbor Advisors
Boston,
Massachusetts
| USD 110 M | -USD 872 k | 11 | 5.21% | Reducidas |
|
| 1408 |
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| USD 110 M | -USD 65.5 M | 7 | 4.84% | Reducidas |
|
| 1409 |
AL
Arnhold LLC
New York
| USD 110 M | -USD 315 k | 10 | 10.01% | Reducidas |
|
| 1410 |
Leavell Investment Management
Mobile,
Alabama
| USD 110 M | +USD 2.18 M | 7 | 4.92% | Aumentadas |
|
| 1411 |
Meridiem Capital Partners
Dallas,
Texas
| USD 109 M | -USD 21 M | 4 | 7.72% | Reducidas |
|
| 1412 |
Hikari Tsushin Inc
Tokyo,
Japan
| USD 109 M | -USD 283 k | 2 | 7.71% | Reducidas |
|
| 1413 |
Belpointe Asset Management
Reno,
Nevada
| USD 109 M | +USD 6.56 M | 12 | 4.55% | Aumentadas |
|
| 1414 |
Pitcairn
Conshohocken,
Pennsylvania
| USD 109 M | -USD 13.1 M | 11 | 7.13% | Reducidas |
|
| 1415 |
Greenwood Gearhart
Fayetteville,
Arkansas
| USD 109 M | -USD 1.52 M | 7 | 6.79% | Reducidas |
|
| 1416 |
De Burlo Group
Boston,
Massachusetts
| USD 109 M | +USD 9.05 M | 4 | 14.33% | Aumentadas |
|
| 1417 |
Deltec Asset Management
New York
| USD 108 M | -USD 1.79 M | 7 | 19.3% | Reducidas |
|
| 1418 |
Overbrook Management Corp
New York
| USD 108 M | +USD 12.8 M | 4 | 20.17% | Aumentadas |
|
| 1419 |
Transcend Capital Advisors
Madison,
New Jersey
| USD 108 M | -USD 12.4 M | 11 | 8.35% | Reducidas |
|
| 1420 |
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 108 M | -USD 492 k | 5 | 13.74% | Reducidas |
|
| 1421 |
Quest Investment Management
Lake Oswego,
Oregon
| USD 108 M | -USD 12.4 M | 4 | 11.83% | Reducidas |
|
| 1422 |
Spinnaker Trust
Portland,
Maine
| USD 108 M | -USD 719 k | 7 | 6.47% | Reducidas |
|
| 1423 |
Capital Analysts LLC
Fort Washington,
Pennsylvania
| USD 107 M | +USD 760 k | 15 | 3.58% | Aumentadas |
|
| 1424 |
1ST Source Bank
South Bend,
Indiana
| USD 107 M | -USD 293 k | 7 | 5.92% | Reducidas |
|
| 1425 |
Anderson Hoagland & Co
St Louis,
Missouri
| USD 107 M | -USD 110 k | 5 | 10.24% | Reducidas |
|