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 |
BIC
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| USD 50.8 M | +USD 7.2 M | 6 | 6.35% | Aumentadas |
|
| 1702 |
Bandera Partners
New York
| USD 50.7 M | USD 0 | 2 | 18.31% | Mantenido |
|
| 1703 |
BBR Partners
New York
| USD 50.4 M | +USD 21.7 M | 8 | 5.67% | Aumentadas |
|
| 1704 |
Dark Forest Capital Management
San Juan,
Puerto Rico
| USD 50.3 M | -USD 5.46 M | 14 | 3.88% | Reducidas |
|
| 1705 |
Poplar Forest Capital
Pasadena,
California
| USD 50.3 M | -USD 1.45 M | 5 | 5.83% | Reducidas |
|
| 1706 |
Genus Capital Management
Vancouver,
British Columbia, Canada
| USD 50.2 M | +USD 13.7 M | 9 | 7.91% | Aumentadas |
|
| 1707 |
Harbor Capital Advisors
Chicago,
Illinois
| USD 50.2 M | -USD 1.28 M | 14 | 10.74% | Reducidas |
|
| 1708 |
Strategic Wealth Investment Group
Louisville,
Kentucky
| USD 50.1 M | +USD 1.98 M | 6 | 9.08% | Aumentadas |
|
| 1709 |
John G. Ullman & Associates
Corning,
New York
| USD 50.1 M | -USD 585 k | 7 | 8.19% | Reducidas |
|
| 1710 |
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| USD 50 M | -USD 905 k | 7 | 3.25% | Reducidas |
|
| 1711 |
Pacifica Capital Investments
Leander,
Texas
| USD 50 M | -USD 3.48 M | 2 | 16.09% | Reducidas |
|
| 1712 |
BFM
Blacksheep Fund Management
Co. Dublin,
Ireland
| USD 49.7 M | -USD 11.4 M | 1 | 23.28% | Reducidas |
|
| 1713 |
Stockman Wealth Management
Billings,
Montana
| USD 49.6 M | +USD 6.52 M | 6 | 10.93% | Aumentadas |
|
| 1714 |
Verity & Verity
Beaufort,
South Carolina
| USD 49.6 M | +USD 226 k | 5 | 6.21% | Aumentadas |
|
| 1715 |
Perennial Advisors
New York
| USD 49.6 M | -USD 229 k | 5 | 13.37% | Reducidas |
|
| 1716 |
Cypress Capital Group
Palm Beach,
Florida
| USD 49.4 M | +USD 1.39 M | 7 | 7.14% | Aumentadas |
|
| 1717 |
Absher Wealth Management
Chapel Hill,
North Carolina
| USD 49.4 M | -USD 326 k | 5 | 8.22% | Reducidas |
|
| 1718 |
NBC Securities
Birmingham,
Alabama
| USD 49.4 M | +USD 51.1 M | 21 | 5.42% | Nuevas |
|
| 1719 |
EdenTree Asset Management
London,
United Kingdom
| USD 49.3 M | -USD 28.2 k | 3 | 19.34% | Reducidas |
|
| 1720 |
Wallington Asset Management
Indianapolis,
Indiana
| USD 49.3 M | +USD 376 k | 3 | 8.97% | Aumentadas |
|
| 1721 |
Y.D. More Investments
Ramat Gan,
Israel
| USD 49.3 M | -USD 2.93 M | 11 | 9.47% | Reducidas |
|
| 1722 |
Nelson Capital Management
Menlo Park,
California
| USD 49.1 M | -USD 1.58 M | 6 | 12.04% | Reducidas |
|
| 1723 |
Arcadia Investment Management
Kalamazoo,
Michigan
| USD 49 M | -USD 76.8 k | 8 | 10.38% | Reducidas |
|
| 1724 |
Dillon & Associates
Jackson,
Michigan
| USD 49 M | -USD 426 k | 4 | 9.44% | Reducidas |
|
| 1725 |
Lincoln Capital
Lincoln,
Nebraska
| USD 49 M | -USD 163 k | 5 | 12.86% | Reducidas |
|