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 | |
|---|---|---|---|---|---|---|---|
| 1526 |
Shufro Rose & Co
New York
| USD 51.5 M | -USD 796 k | 7 | 4.76% | Reducidas |
|
| 1527 |
Tompkins Financial
Ithaca,
New York
| USD 51.4 M | -USD 1.42 M | 10 | 8.37% | Reducidas |
|
| 1528 |
Novo Holdings A/S
Hellerup,
Denmark
| USD 51.2 M | USD 0 | 1 | 3.38% | Mantenido |
|
| 1529 |
Silicon Valley Capital Partners
San Jose,
California
| USD 51.2 M | -USD 3.54 M | 14 | 10.71% | Reducidas |
|
| 1530 |
Forte Capital
Rochester,
New York
| USD 51.1 M | -USD 125 k | 8 | 7.82% | Reducidas |
|
| 1531 |
FACT Capital
New York
| USD 51 M | +USD 13.7 M | 3 | 27.55% | Aumentadas |
|
| 1532 |
LS Investment Advisors
Bloomfield Hills,
Michigan
| USD 50.9 M | -USD 7.93 M | 5 | 9.44% | Reducidas |
|
| 1533 |
RBF Capital
San Francisco,
California
| USD 50.9 M | -USD 3.2 M | 10 | 3.7% | Reducidas |
|
| 1534 |
Crosslink Capital
Menlo Park,
California
| USD 50.9 M | -USD 5.39 M | 2 | 10.34% | Reducidas |
|
| 1535 |
Absher Wealth Management
Chapel Hill,
North Carolina
| USD 50.8 M | -USD 1.2 M | 4 | 8.8% | Reducidas |
|
| 1536 |
Tandem Investment Advisors
Charleston,
South Carolina
| USD 50.8 M | +USD 1.03 M | 4 | 2.43% | Aumentadas |
|
| 1537 |
Sand Hill Global Advisors
Palo Alto,
California
| USD 50.7 M | +USD 2.15 M | 6 | 2.72% | Aumentadas |
|
| 1538 |
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| USD 50.7 M | +USD 595 k | 4 | 7.36% | Aumentadas |
|
| 1539 |
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| USD 50.7 M | -USD 726 k | 5 | 10.59% | Reducidas |
|
| 1540 |
AQR Arbitrage
Greenwich,
Connecticut
| USD 50.6 M | -USD 16.4 M | 2 | 1.55% | Reducidas |
|
| 1541 |
Marathon Trading Investment Management
Radnor,
Pennsylvania
| USD 50.6 M | +USD 41.7 M | 4 | 3.7% | Aumentadas |
|
| 1542 |
BG
BRX Global
New York
| USD 50.6 M | USD 0 | 4 | 60.15% | Mantenido |
|
| 1543 |
CANC
Culbertson A N & Co
Charlottesville,
Virginia
| USD 50.5 M | +USD 490 k | 6 | 10.32% | Aumentadas |
|
| 1544 |
AMCA
Arthur M. Cohen & Associates
Northbrook,
Illinois
| USD 50.5 M | -USD 636 k | 5 | 13.56% | Reducidas |
|
| 1545 |
Smithfield Trust
Pittsburgh,
Pennsylvania
| USD 50.5 M | +USD 14.6 k | 12 | 3.23% | Aumentadas |
|
| 1546 |
AO
Allen Operations
New York
| USD 50.5 M | USD 0 | 3 | 12.79% | Mantenido |
|
| 1547 |
Tufton Capital Management
Hunt Valley,
Maryland
| USD 50.5 M | +USD 727 k | 5 | 10.91% | Aumentadas |
|
| 1548 |
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 50.3 M | +USD 10.7 M | 5 | 10.18% | Aumentadas |
|
| 1549 |
Fulcrum Capital
Seattle,
Washington
| USD 50.3 M | -USD 939 k | 4 | 13.53% | Reducidas |
|
| 1550 |
Coastline Trust
Providence,
Rhode Island
| USD 50.2 M | -USD 3.13 M | 6 | 7.44% | Reducidas |
|