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 |
Managed Asset Portfolios
Rochester,
Michigan
| USD 21 M | -USD 2.1 M | 1 | 5.21% | Reducidas |
|
| 1802 |
Shelter Mutual Insurance
Columbia,
Missouri
| USD 21 M | USD 0 | 2 | 6.19% | Mantenido |
|
| 1803 |
AAM
Autus Asset Management
Scottsdale,
Arizona
| USD 21 M | +USD 515 k | 4 | 3.46% | Aumentadas |
|
| 1804 |
SC
Stralem & Co
New York
| USD 20.9 M | -USD 2.75 M | 3 | 9.59% | Reducidas |
|
| 1805 |
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| USD 20.9 M | +USD 152 k | 7 | 3.38% | Aumentadas |
|
| 1806 |
Intact Investment Management
Montreal,
Quebec, Canada
| USD 20.9 M | -USD 544 k | 6 | 0.75% | Reducidas |
|
| 1807 |
Bandera Partners
New York
| USD 20.9 M | -USD 1.05 M | 2 | 12.93% | Reducidas |
|
| 1808 |
Arcadia Investment Management
Kalamazoo,
Michigan
| USD 20.9 M | +USD 422 k | 6 | 6.04% | Aumentadas |
|
| 1809 |
Physicians Financial Services
Raleigh,
North Carolina
| USD 20.9 M | +USD 508 k | 7 | 12.97% | Aumentadas |
|
| 1810 |
PCR
Potrero Capital Research
San Francisco,
California
| USD 20.9 M | -USD 3.18 M | 3 | 12.93% | Reducidas |
|
| 1811 |
Soros Fund Management
New York
| USD 20.9 M | -USD 31.7 M | 2 | 0.48% | Reducidas |
|
| 1812 |
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| USD 20.9 M | -USD 121 k | 5 | 5.57% | Reducidas |
|
| 1813 |
Arjuna Capital
Durham,
North Carolina
| USD 20.8 M | -USD 240 k | 5 | 16.11% | Reducidas |
|
| 1814 |
MCP
Moab Capital Partners
Southampton,
New York
| USD 20.8 M | -USD 651 k | 2 | 4.94% | Reducidas |
|
| 1815 |
McRae Capital Management
Morristown,
New Jersey
| USD 20.8 M | -USD 220 k | 3 | 8.67% | Reducidas |
|
| 1816 |
Noesis Capital Mangement
Boca Raton,
Florida
| USD 20.8 M | +USD 148 k | 5 | 7.53% | Aumentadas |
|
| 1817 |
Union Bancaire Privee Asset Management
New York
| USD 20.8 M | USD 0 | 3 | 21.48% | Mantenido |
|
| 1818 |
Renaissance Investment Group
Lenox,
Massachusetts
| USD 20.8 M | +USD 270 k | 5 | 8.47% | Aumentadas |
|
| 1819 |
Vicus Capital
State College,
Pennsylvania
| USD 20.7 M | -USD 134 k | 8 | 3.28% | Reducidas |
|
| 1820 |
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| USD 20.7 M | +USD 1.14 M | 7 | 6.2% | Aumentadas |
|
| 1821 |
Horizon Kinetics Asset Management
New York
| USD 20.7 M | +USD 19.7 M | 6 | 0.57% | Nuevas |
|
| 1822 |
Apriem Advisors
Irvine,
California
| USD 20.6 M | +USD 4.98 M | 6 | 5.45% | Aumentadas |
|
| 1823 |
Nishkama Capital LLC
Dorado,
Puerto Rico
| USD 20.6 M | +USD 18.7 M | 3 | 15.39% | Aumentadas |
|
| 1824 |
MCM
McMillion Capital Management
Greensboro,
North Carolina
| USD 20.6 M | +USD 311 k | 3 | 11.15% | Aumentadas |
|
| 1825 |
Morgens Waterfall Vintiadis & Co
New York
| USD 20.5 M | +USD 1.46 M | 5 | 14.7% | Aumentadas |
|