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 | |
|---|---|---|---|---|---|---|---|
| 1576 |
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
| USD 22.5 M | -USD 2.76 M | 6 | 2.13% | Reducidas |
|
| 1577 |
VST
Van Strum & Towne
San Francisco,
California
| USD 22.5 M | -USD 1.07 M | 5 | 14.96% | Reducidas |
|
| 1578 |
SMI
Shelter Mutual Insurance
Columbia,
Missouri
| USD 22.5 M | USD 0 | 2 | 6.7% | Mantenido |
|
| 1579 |
CCM
Cohen Capital Management
Corte Madera,
California
| USD 22.5 M | USD 0 | 6 | 5.23% | Mantenido |
|
| 1580 |
CRCM
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 22.4 M | +USD 5.23 M | 4 | 14.46% | Aumentadas |
|
| 1581 |
RCM
Raging Capital Management
Rocky Hill,
New Jersey
| USD 22.4 M | +USD 26.7 M | 1 | 3.04% | Nuevas |
|
| 1582 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 22.4 M | +USD 9.9 M | 2 | 4.88% | Aumentadas |
|
| 1583 |
Duff & Phelps Investment Management
Chicago,
Illinois
| USD 22.4 M | -USD 137 k | 6 | 0.32% | Reducidas |
|
| 1584 |
SI
Salesforce Inc
San Francisco,
California
| USD 22.3 M | +USD 26.2 M | 2 | 100% | Nuevas |
|
| 1585 |
Addenda Capital
Montreal,
Quebec, Canada
| USD 22.3 M | -USD 1.34 M | 3 | 1.54% | Reducidas |
|
| 1586 |
6 Meridian
Wichita,
Kansas
| USD 22.2 M | +USD 21.7 M | 2 | 2.57% | Nuevas |
|
| 1587 |
Hudson Valley Investment Advisors
Goshen,
New York
| USD 22.2 M | -USD 124 k | 4 | 5.49% | Reducidas |
|
| 1588 |
La Financiere de L'Echiquier
Paris,
France
| USD 22.2 M | -USD 2.56 M | 2 | 15.55% | Reducidas |
|
| 1589 |
Sowell Financial Services
North Little Rock,
Arkansas
| USD 22.2 M | +USD 2.15 M | 4 | 5.42% | Aumentadas |
|
| 1590 |
OCM
Oakview Capital Management
Dallas,
Texas
| USD 22.2 M | -USD 8.02 M | 1 | 9.87% | Reducidas |
|
| 1591 |
Rand Wealth
Baltimore,
Maryland
| USD 22.1 M | -USD 392 k | 8 | 2.42% | Reducidas |
|
| 1592 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
| USD 22.1 M | -USD 673 k | 7 | 3.55% | Reducidas |
|
| 1593 |
RIM
Rampart Investment Management
Hartford,
Connecticut
| USD 22.1 M | -USD 4.79 M | 9 | 8.51% | Reducidas |
|
| 1594 |
TCCM
Timber Creek Capital Management
Boston,
Massachusetts
| USD 22.1 M | +USD 801 k | 6 | 13.79% | Aumentadas |
|
| 1595 |
ICM
Intrepid Capital Management
Jacksonville Beach,
Florida
| USD 22.1 M | -USD 204 k | 1 | 8.31% | Reducidas |
|
| 1596 |
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 22 M | -USD 1.04 M | 6 | 3.08% | Reducidas |
|
| 1597 |
UM
Ulysses Management
New York
| USD 22 M | USD 0 | 1 | 2.34% | Mantenido |
|
| 1598 |
Royce & Associates
New York
| USD 22 M | +USD 2.11 M | 3 | 0.15% | Aumentadas |
|
| 1599 |
Gratus Capital
Atlanta,
Georgia
| USD 22 M | -USD 1.44 M | 4 | 2.86% | Reducidas |
|
| 1600 |
Biondo Investment Advisors
Milford,
Pennsylvania
| USD 22 M | -USD 84.6 k | 3 | 5.56% | Reducidas |
|