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 | |
|---|---|---|---|---|---|---|---|
| 1851 |
Northstar Capital Management
New York
| USD 20.9 M | -USD 383 k | 6 | 18.62% | Reducidas |
|
| 1852 |
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 20.9 M | +USD 1.04 M | 5 | 6.01% | Aumentadas |
|
| 1853 |
GIM
Greylin Investment Management
Orange,
Virginia
| USD 20.9 M | -USD 3.35 M | 2 | 4.98% | Reducidas |
|
| 1854 |
GCM
Gabalex Capital Management
New York
| USD 20.9 M | USD 0 | 1 | 5.62% | Mantenido |
|
| 1855 |
Hudson Way Capital Management
Dallas,
Texas
| USD 20.8 M | -USD 4.59 M | 2 | 9.23% | Reducidas |
|
| 1856 |
Blue Chip Partners
Farmington Hills,
Michigan
| USD 20.8 M | +USD 110 k | 5 | 4.4% | Aumentadas |
|
| 1857 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 20.8 M | -USD 8.94 k | 3 | 7.05% | Reducidas |
|
| 1858 |
Nixon Peabody Trust
Boston,
Massachusetts
| USD 20.8 M | +USD 1.68 M | 4 | 11.07% | Aumentadas |
|
| 1859 |
Signet Financial Management
Parsippany,
New Jersey
| USD 20.8 M | +USD 483 k | 8 | 4.06% | Aumentadas |
|
| 1860 |
First Nebraska Trust
Lincoln,
Nebraska
| USD 20.7 M | +USD 131 k | 7 | 3.45% | Aumentadas |
|
| 1861 |
Great Valley Advisor Group
Wilmington,
Delaware
| USD 20.7 M | -USD 163 k | 7 | 5% | Reducidas |
|
| 1862 |
Hutchinson Capital Management
San Rafael,
California
| USD 20.7 M | -USD 56.4 k | 4 | 5.6% | Reducidas |
|
| 1863 |
WEO
William E. Oberndorf
| USD 20.7 M | +USD 7.94 M | 2 | 11.15% | Aumentadas |
|
| 1864 |
Nightview Capital
Austin,
Texas
| USD 20.6 M | -USD 13.7 M | 2 | 10.77% | Reducidas |
|
| 1865 |
Freedom Investment Management
Hartford,
Connecticut
| USD 20.6 M | +USD 96.9 k | 8 | 1.79% | Aumentadas |
|
| 1866 |
John G. Ullman & Associates
Corning,
New York
| USD 20.6 M | -USD 1.23 M | 7 | 3.74% | Reducidas |
|
| 1867 |
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| USD 20.6 M | +USD 1.64 M | 5 | 2.01% | Aumentadas |
|
| 1868 |
Bruderman Asset Management
Locust Valley,
New York
| USD 20.6 M | -USD 1.89 M | 7 | 5.2% | Reducidas |
|
| 1869 |
MJP
Michael J. Puzo
| USD 20.6 M | +USD 11.2 k | 4 | 7.75% | Aumentadas |
|
| 1870 |
Cheviot Value Management
Beverly Hills,
California
| USD 20.6 M | -USD 42.8 k | 3 | 8.77% | Reducidas |
|
| 1871 |
NIC
Northwest Investment Counselors
Lake Oswego,
Oregon
| USD 20.6 M | +USD 190 k | 11 | 7.3% | Aumentadas |
|
| 1872 |
Ninety One
Cape Town,
South Africa
| USD 20.5 M | +USD 106 k | 6 | 11.57% | Aumentadas |
|
| 1873 |
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| USD 20.5 M | -USD 5.52 M | 1 | 1.28% | Reducidas |
|
| 1874 |
Spearhead Capital Advisors
Wellington,
Florida
| USD 20.5 M | -USD 185 k | 4 | 5.7% | Reducidas |
|
| 1875 |
FVCM
F&V Capital Management
Boca Raton,
Florida
| USD 20.5 M | -USD 4.61 M | 4 | 12.68% | Reducidas |
|