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 | |
|---|---|---|---|---|---|---|---|
| 1701 |
Slow Capital
Greenbrae,
California
| USD 23.8 M | +USD 628 k | 10 | 10.6% | Aumentadas |
|
| 1702 |
German American Bancorp
Jasper,
Indiana
| USD 23.8 M | +USD 215 k | 4 | 7.12% | Aumentadas |
|
| 1703 |
American Assets Investment Management
San Diego,
California
| USD 23.8 M | USD 0 | 5 | 3.91% | Mantenido |
|
| 1704 |
Farmers Trust Company
Youngstown,
Ohio
| USD 23.8 M | +USD 387 k | 6 | 6.69% | Aumentadas |
|
| 1705 |
Steigerwald Gordon & Koch
Leesburg,
Virginia
| USD 23.7 M | -USD 905 k | 4 | 5.96% | Reducidas |
|
| 1706 |
Kayak Investment Partners
San Francisco,
California
| USD 23.7 M | -USD 15.2 M | 2 | 23.87% | Reducidas |
|
| 1707 |
CCC
Chelsea Counsel Company
Los Angeles,
California
| USD 23.7 M | +USD 4.04 M | 6 | 12.35% | Aumentadas |
|
| 1708 |
LA
Lynch & Associates
Newburgh,
Indiana
| USD 23.7 M | -USD 447 k | 3 | 7.99% | Reducidas |
|
| 1709 |
Northstar Capital Management
New York
| USD 23.6 M | -USD 1.02 M | 6 | 19.07% | Reducidas |
|
| 1710 |
ICM Asset Management
Spokane,
Washington
| USD 23.5 M | USD 0 | 1 | 16.39% | Mantenido |
|
| 1711 |
Comerica Securities
Detroit,
Michigan
| USD 23.5 M | +USD 590 k | 10 | 2.75% | Aumentadas |
|
| 1712 |
SM
SG3 Management
Dorado,
Puerto Rico
| USD 23.4 M | +USD 22 M | 1 | 3.59% | Nuevas |
|
| 1713 |
Shufro Rose & Co
New York
| USD 23.4 M | -USD 3.88 M | 5 | 2.17% | Reducidas |
|
| 1714 |
Caldera Capital
Dallas,
Texas
| USD 23.4 M | +USD 4.54 M | 2 | 16% | Aumentadas |
|
| 1715 |
Bernzott Capital Advisors
Camarillo,
California
| USD 23.3 M | -USD 39 k | 2 | 2.7% | Reducidas |
|
| 1716 |
Alley Company
Lake Forest,
Illinois
| USD 23.3 M | +USD 559 k | 4 | 7.14% | Aumentadas |
|
| 1717 |
Wexford Capital
West Palm Beach,
Florida
| USD 23.3 M | +USD 1 M | 4 | 1.49% | Aumentadas |
|
| 1718 |
Pacific Heights Asset Management
San Francisco,
California
| USD 23.3 M | USD 0 | 1 | 2.56% | Mantenido |
|
| 1719 |
Sargent Bickham Lagudis
Boulder,
Colorado
| USD 23.3 M | -USD 418 k | 11 | 2.76% | Reducidas |
|
| 1720 |
SIG
Schaller Investment Group
Winston Salem,
North Carolina
| USD 23.3 M | -USD 254 k | 4 | 13.08% | Reducidas |
|
| 1721 |
Guinness Asset Management
London,
United Kingdom
| USD 23.2 M | +USD 291 k | 2 | 4.2% | Aumentadas |
|
| 1722 |
Chase Investment Counsel
Charlottesville,
Virginia
| USD 23.2 M | -USD 8.35 M | 4 | 11.96% | Reducidas |
|
| 1723 |
Simplicity Solutions
Minneapolis,
Minnesota
| USD 23.1 M | +USD 6.26 M | 11 | 1.32% | Aumentadas |
|
| 1724 |
Hourglass Capital
Houston,
Texas
| USD 23.1 M | -USD 512 k | 7 | 5.99% | Reducidas |
|
| 1725 |
Schnieders Capital Management
Pasadena,
California
| USD 23 M | -USD 333 k | 7 | 9.45% | Reducidas |
|