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 |
MainStreet Investment Advisors
Chicago,
Illinois
| USD 79 M | -USD 4.85 M | 7 | 11.35% | Reducidas |
|
| 1877 |
Jackson Square Capital
San Francisco,
California
| USD 78.9 M | +USD 4.58 M | 6 | 15.62% | Aumentadas |
|
| 1878 |
SBCM
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| USD 78.8 M | -USD 1.3 M | 3 | 8.63% | Reducidas |
|
| 1879 |
Montaka Global
Sydney,
| USD 78.7 M | +USD 76.7 M | 4 | 37.25% | Nuevas |
|
| 1880 |
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 78.5 M | +USD 346 k | 6 | 4.92% | Aumentadas |
|
| 1881 |
Sirios Capital Management
Boston,
Massachusetts
| USD 78.3 M | +USD 30.7 M | 3 | 9.75% | Aumentadas |
|
| 1882 |
Perkins Coie Trust Company
Seattle,
Washington
| USD 78.1 M | -USD 1.01 M | 10 | 14.55% | Reducidas |
|
| 1883 |
DCM
Delaney Capital Management
Toronto,
| USD 78 M | +USD 77.9 M | 6 | 12.92% | Nuevas |
|
| 1884 |
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 77.9 M | +USD 5.05 M | 10 | 9.9% | Aumentadas |
|
| 1885 |
South Street Advisors
New York
| USD 77.7 M | -USD 6.79 M | 4 | 10.91% | Reducidas |
|
| 1886 |
Laffer Tengler Investments
Nashville,
Tennessee
| USD 77.7 M | +USD 10 M | 6 | 11.8% | Aumentadas |
|
| 1887 |
WCMN
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 77.6 M | +USD 93 k | 4 | 16.05% | Aumentadas |
|
| 1888 |
Van Berkom & Associates
Montreal,
Quebec, Canada
| USD 77.5 M | +USD 2.01 M | 1 | 2.23% | Aumentadas |
|
| 1889 |
TSM
Two Star Manager
Miami Beach,
Florida
| USD 77.4 M | +USD 4.38 M | 2 | 26.82% | Aumentadas |
|
| 1890 |
LA
Lynch & Associates
Newburgh,
Indiana
| USD 77.4 M | -USD 930 k | 5 | 14.63% | Reducidas |
|
| 1891 |
Bellevue Asset Management
Bellevue,
Washington
| USD 77.3 M | -USD 360 k | 8 | 25.01% | Reducidas |
|
| 1892 |
Alight Capital Management
New York
| USD 77.1 M | -USD 10.2 M | 6 | 19.7% | Reducidas |
|
| 1893 |
Condor Capital Management
Martinsville,
New Jersey
| USD 77 M | -USD 1.74 M | 5 | 6.23% | Reducidas |
|
| 1894 |
Physicians Financial Services
Raleigh,
North Carolina
| USD 76.9 M | -USD 1.04 M | 6 | 20.64% | Reducidas |
|
| 1895 |
YLHM
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| USD 76.9 M | +USD 1.72 M | 5 | 15.42% | Aumentadas |
|
| 1896 |
Moody National Bank Trust Division
Galveston,
Texas
| USD 76.8 M | -USD 31.6 M | 10 | 7.39% | Reducidas |
|
| 1897 |
Jacobi Capital Management
Pittston,
Pennsylvania
| USD 76.6 M | +USD 3.96 M | 8 | 4.44% | Aumentadas |
|
| 1898 |
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| USD 76.6 M | -USD 8.25 M | 18 | 19.29% | Reducidas |
|
| 1899 |
CT
Chicago Trust
Grayslake,
Illinois
| USD 76.6 M | -USD 4.59 M | 8 | 11.97% | Reducidas |
|
| 1900 |
Managed Asset Portfolios
Rochester,
Michigan
| USD 76.5 M | -USD 798 k | 2 | 9.24% | Reducidas |
|