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 |
TRB Advisors
New York
| USD 20.7 M | -USD 92.8 M | 3 | 32.69% | Reducidas |
|
| 1702 |
Hikari Power
Tokyo,
Japan
| USD 20.7 M | -USD 85.5 k | 3 | 2.33% | Reducidas |
|
| 1703 |
Steamboat Capital Partners
Rye,
New York
| USD 20.7 M | +USD 5.11 M | 2 | 8.83% | Aumentadas |
|
| 1704 |
Bernzott Capital Advisors
Camarillo,
California
| USD 20.6 M | +USD 13.9 k | 2 | 2.88% | Aumentadas |
|
| 1705 |
Steginsky Capital
Port Washington,
New York
| USD 20.6 M | +USD 1.4 M | 2 | 16.22% | Aumentadas |
|
| 1706 |
TEC
Tiger Eye Capital
Nashville,
Tennessee
| USD 20.6 M | -USD 23 M | 3 | 8.71% | Reducidas |
|
| 1707 |
CCM
Compton Capital Management
Providence,
Rhode Island
| USD 20.6 M | -USD 230 k | 8 | 9.83% | Reducidas |
|
| 1708 |
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| USD 20.6 M | +USD 3.91 M | 5 | 5.53% | Aumentadas |
|
| 1709 |
SC
Stralem & Co
New York
| USD 20.6 M | -USD 9.01 M | 3 | 9.82% | Reducidas |
|
| 1710 |
Blume Capital Management
Berkeley,
California
| USD 20.6 M | -USD 1.99 M | 7 | 11.74% | Reducidas |
|
| 1711 |
SG
Swarthmore Group
Philadelphia,
Pennsylvania
| USD 20.6 M | -USD 1.7 M | 3 | 5.36% | Reducidas |
|
| 1712 |
Lockheed Martin Investment Management
Bethesda,
Maryland
| USD 20.5 M | +USD 6.14 M | 4 | 0.97% | Aumentadas |
|
| 1713 |
GIM
Greylin Investment Management
Orange,
Virginia
| USD 20.5 M | -USD 2.5 M | 1 | 4.92% | Reducidas |
|
| 1714 |
Carlson Capital
Dallas,
Texas
| USD 20.5 M | -USD 46.6 M | 2 | 0.32% | Reducidas |
|
| 1715 |
Capco Asset Management
Tampa,
Florida
| USD 20.5 M | +USD 727 k | 1 | 13.46% | Aumentadas |
|
| 1716 |
DA
DSC Advisors
Chicago,
Illinois
| USD 20.4 M | -USD 1 M | 7 | 2.47% | Reducidas |
|
| 1717 |
Addenda Capital
Montreal,
Quebec, Canada
| USD 20.4 M | +USD 2.62 M | 4 | 1.79% | Aumentadas |
|
| 1718 |
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| USD 20.4 M | +USD 7.63 M | 5 | 7.16% | Aumentadas |
|
| 1719 |
BIM
Bridgecreek Investment Management
Tulsa,
Oklahoma
| USD 20.3 M | +USD 100 k | 4 | 5.43% | Aumentadas |
|
| 1720 |
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 20.3 M | -USD 46.2 k | 6 | 9.01% | Reducidas |
|
| 1721 |
Cetera Investment Advisers
Schaumburg,
Illinois
| USD 20.3 M | +USD 178 k | 7 | 3.31% | Aumentadas |
|
| 1722 |
Cubic Asset Management
Boston,
Massachusetts
| USD 20.3 M | +USD 4.27 M | 4 | 6.63% | Aumentadas |
|
| 1723 |
Marietta Investment Partners
Milwaukee,
Wisconsin
| USD 20.2 M | -USD 2.13 M | 7 | 7.73% | Reducidas |
|
| 1724 |
Bremer Trust National Association
St. Cloud,
Minnesota
| USD 20.2 M | +USD 1.63 M | 13 | 4.41% | Aumentadas |
|
| 1725 |
Quantbot Technologies
New York
| USD 20.2 M | +USD 10.1 M | 9 | 1.97% | Aumentadas |
|