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 | |
|---|---|---|---|---|---|---|---|
| 1801 |
GHA
Garcia Hamilton & Associates
Houston,
Texas
| USD 12.4 M | -USD 9.42 M | 6 | 10.99% | Reducidas |
|
| 1802 |
PSC
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 12.4 M | +USD 1.39 M | 8 | 7.03% | Aumentadas |
|
| 1803 |
OCA
Otter Creek Advisors
Palm Beach Gardens,
Florida
| USD 12.4 M | -USD 14 M | 1 | 1.82% | Reducidas |
|
| 1804 |
WAS
WESPAC Advisors SoCal
Pasadena,
California
| USD 12.4 M | +USD 2.27 M | 8 | 7.67% | Aumentadas |
|
| 1805 |
Condor Capital Management
Martinsville,
New Jersey
| USD 12.4 M | +USD 1.18 M | 7 | 2.66% | Aumentadas |
|
| 1806 |
Argent Trust Co
Nashville,
Tennessee
| USD 12.4 M | +USD 784 k | 7 | 5.11% | Aumentadas |
|
| 1807 |
YCG LLC
Austin,
Texas
| USD 12.4 M | +USD 3.62 M | 2 | 3.4% | Aumentadas |
|
| 1808 |
Steginsky Capital
Port Washington,
New York
| USD 12.4 M | -USD 4.1 k | 1 | 10.73% | Reducidas |
|
| 1809 |
CAM
Covenant Asset Management
Chester,
New Jersey
| USD 12.3 M | -USD 730 k | 5 | 8.33% | Reducidas |
|
| 1810 |
AIM
Arcadia Investment Management
Kalamazoo,
Michigan
| USD 12.3 M | -USD 86.9 k | 7 | 3.9% | Reducidas |
|
| 1811 |
FWCM
First Western Capital Management
Los Angeles,
California
| USD 12.3 M | -USD 2.09 M | 4 | 7.45% | Reducidas |
|
| 1812 |
AIM
Alambic Investment Management
Belvedere,
California
| USD 12.3 M | +USD 4.06 M | 4 | 1.52% | Aumentadas |
|
| 1813 |
Quinn Opportunity Partners
Charlottesville,
Virginia
| USD 12.3 M | +USD 4.51 M | 2 | 2.83% | Aumentadas |
|
| 1814 |
ICM
ISZO Capital Management
New York
| USD 12.3 M | +USD 11.5 M | 1 | 21.32% | Nuevas |
|
| 1815 |
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 12.2 M | +USD 254 k | 4 | 7.54% | Aumentadas |
|
| 1816 |
MTIM
Marathon Trading Investment Management
Radnor,
Pennsylvania
| USD 12.2 M | +USD 6.21 M | 5 | 4.36% | Aumentadas |
|
| 1817 |
Avalon Global Asset Management
San Francisco,
California
| USD 12.2 M | -USD 1.89 M | 3 | 6.36% | Reducidas |
|
| 1818 |
BIC
Bridges Investment Counsel
Omaha,
Nebraska
| USD 12.2 M | -USD 15.5 M | 5 | 3.57% | Reducidas |
|
| 1819 |
FAM
Foresters Asset Management
Toronto,
Ontario, Canada
| USD 12.2 M | -USD 1.23 M | 3 | 5.63% | Reducidas |
|
| 1820 |
RIG
Renaissance Investment Group
Lenox,
Massachusetts
| USD 12.2 M | +USD 216 k | 3 | 5.4% | Aumentadas |
|
| 1821 |
CT
Chicago Trust
Grayslake,
Illinois
| USD 12.2 M | -USD 599 k | 6 | 5.39% | Reducidas |
|
| 1822 |
III
Independent Investors Inc
Nesconset,
New York
| USD 12.2 M | -USD 35 k | 5 | 5.17% | Reducidas |
|
| 1823 |
LC
Lincoln Capital
Lincoln,
Nebraska
| USD 12.1 M | -USD 444 k | 4 | 8.2% | Reducidas |
|
| 1824 |
Smithfield Trust
Pittsburgh,
Pennsylvania
| USD 12.1 M | +USD 355 k | 10 | 1.9% | Aumentadas |
|
| 1825 |
Capital Impact Advisors
Boston,
Massachusetts
| USD 12.1 M | +USD 2.02 M | 4 | 4.82% | Aumentadas |
|