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 | |
|---|---|---|---|---|---|---|---|
| 1876 |
AC
AMS Capital
Sao Paulo,
Brazil
| USD 56.1 M | -USD 11.5 M | 4 | 9.78% | Reducidas |
|
| 1877 |
Punch & Associates Investment Management
Edina,
Minnesota
| USD 56.1 M | +USD 2.15 M | 3 | 3.09% | Aumentadas |
|
| 1878 |
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| USD 56 M | -USD 1.02 M | 4 | 11.78% | Reducidas |
|
| 1879 |
Capital Asset Advisory Services
Williamston,
Michigan
| USD 56 M | +USD 404 k | 6 | 2.8% | Aumentadas |
|
| 1880 |
Proficio Capital Partners
Newton,
Massachusetts
| USD 56 M | -USD 8.37 M | 6 | 5.56% | Reducidas |
|
| 1881 |
Arvin Capital Management
Austin,
Texas
| USD 55.9 M | +USD 20.6 M | 4 | 17.98% | Aumentadas |
|
| 1882 |
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 55.9 M | +USD 2 M | 6 | 14.05% | Aumentadas |
|
| 1883 |
Quantbot Technologies
New York
| USD 55.8 M | +USD 22.4 M | 12 | 2.2% | Aumentadas |
|
| 1884 |
Jackson Square Capital
San Francisco,
California
| USD 55.7 M | -USD 3.31 M | 6 | 13.83% | Reducidas |
|
| 1885 |
MKC
M. Kraus & Co
Shelburne,
Vermont
| USD 55.5 M | -USD 815 k | 6 | 16.26% | Reducidas |
|
| 1886 |
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 55.4 M | +USD 2.14 M | 2 | 11.15% | Aumentadas |
|
| 1887 |
TSM
Two Star Manager
Miami Beach,
Florida
| USD 55.4 M | +USD 5.78 M | 3 | 26.79% | Aumentadas |
|
| 1888 |
New Hampshire Trust
Concord,
New Hampshire
| USD 55.4 M | +USD 217 k | 6 | 11.87% | Aumentadas |
|
| 1889 |
Y-Intercept (HK)
Hong Kong
| USD 55.2 M | +USD 43.3 M | 11 | 3.38% | Aumentadas |
|
| 1890 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 55.2 M | -USD 26.8 M | 2 | 5.57% | Reducidas |
|
| 1891 |
Sunbelt Securities
Houston,
Texas
| USD 55.2 M | +USD 2.7 M | 19 | 5.41% | Aumentadas |
|
| 1892 |
Two Point Capital Management
Pittsford,
New York
| USD 55 M | +USD 478 k | 3 | 20.07% | Aumentadas |
|
| 1893 |
Condor Capital Management
Martinsville,
New Jersey
| USD 55 M | +USD 796 k | 4 | 4.95% | Aumentadas |
|
| 1894 |
St. Denis J. Villere & Co
New Orleans,
Louisiana
| USD 54.9 M | +USD 27.6 M | 4 | 4.47% | Aumentadas |
|
| 1895 |
Ipswich Investment Management
Beverly,
Massachusetts
| USD 54.8 M | -USD 362 k | 7 | 12.69% | Reducidas |
|
| 1896 |
Jackson Square Partners
Larkspur,
California
| USD 54.7 M | -USD 20.1 M | 3 | 4.72% | Reducidas |
|
| 1897 |
Gifford Fong Associates
Lafayette,
California
| USD 54.6 M | USD 0 | 6 | 13.66% | Mantenido |
|
| 1898 |
Marks Group Wealth Management
Minnetonka,
Minnesota
| USD 54.6 M | +USD 3.18 M | 7 | 5.21% | Aumentadas |
|
| 1899 |
Empyrean Capital Partners
Los Angeles,
California
| USD 54.6 M | +USD 36.1 M | 1 | 2.3% | Aumentadas |
|
| 1900 |
Elk River Wealth Management
Denver,
Colorado
| USD 54.6 M | +USD 860 k | 4 | 9.93% | Aumentadas |
|