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 | |
|---|---|---|---|---|---|---|---|
| 1926 |
BL
BCWM LLC
Overland Park,
Kansas
| USD 4.56 M | +USD 383 k | 2 | 2.4% | Aumentadas |
|
| 1927 |
KC
Kingfisher Capital
Charlotte,
North Carolina
| USD 4.55 M | +USD 1.31 M | 4 | 2.4% | Aumentadas |
|
| 1928 |
Wolverine Asset Management
Chicago,
Illinois
| USD 4.53 M | -USD 75.5 M | 5 | 0.1% | Reducidas |
|
| 1929 |
MBT
Monroe Bank & Trust
Monroe,
Michigan
| USD 4.52 M | +USD 37.4 k | 5 | 1.51% | Aumentadas |
|
| 1930 |
RWM
Rench Wealth Management
Denton,
Texas
| USD 4.5 M | -USD 1.28 M | 2 | 4.27% | Reducidas |
|
| 1931 |
IAM
ICM Asset Management
Spokane,
Washington
| USD 4.5 M | +USD 188 k | 2 | 4.28% | Aumentadas |
|
| 1932 |
MSP
Madison Street Partners
Denver,
Colorado
| USD 4.49 M | +USD 1.29 M | 2 | 3.15% | Aumentadas |
|
| 1933 |
Chatham Capital Group
Savannah,
Georgia
| USD 4.47 M | +USD 4.58 k | 1 | 1.85% | Aumentadas |
|
| 1934 |
ICMC
Intrepid Capital Management (Connecticut)
Greenwich,
Connecticut
| USD 4.46 M | -USD 14.5 M | 1 | 6.21% | Reducidas |
|
| 1935 |
FCB
First Citizens Bancorporation
Columbia,
South Carolina
| USD 4.45 M | +USD 802 k | 3 | 3.58% | Aumentadas |
|
| 1936 |
James Investment Research
Alpha,
Ohio
| USD 4.44 M | -USD 7.24 M | 3 | 0.14% | Reducidas |
|
| 1937 |
Oberweis Asset Management
Lisle,
Illinois
| USD 4.44 M | +USD 3.13 M | 2 | 0.93% | Aumentadas |
|
| 1938 |
Moneta Group Investment Advisors
St Louis,
Missouri
| USD 4.43 M | -USD 260 k | 4 | 2.62% | Reducidas |
|
| 1939 |
TF
Trutina Financial
Bellevue,
Washington
| USD 4.43 M | +USD 416 k | 4 | 3.29% | Aumentadas |
|
| 1940 |
BHBT
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 4.43 M | +USD 64.5 k | 4 | 4.36% | Aumentadas |
|
| 1941 |
K
Kemper
Chicago,
Illinois
| USD 4.43 M | USD 0 | 1 | 1.33% | Mantenido |
|
| 1942 |
HCA
Horan Capital Advisors
Cincinnati,
Ohio
| USD 4.43 M | +USD 771 k | 4 | 4.26% | Aumentadas |
|
| 1943 |
BA
Bennicas & Associates
Portola Valley,
California
| USD 4.41 M | -USD 275 k | 3 | 3.52% | Reducidas |
|
| 1944 |
Portland Global Advisors
Portland,
Maine
| USD 4.38 M | +USD 1.04 M | 5 | 2.58% | Aumentadas |
|
| 1945 |
PLFAM
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| USD 4.36 M | -USD 13.3 k | 3 | 2.64% | Reducidas |
|
| 1946 |
T
TOBAM
Paris,
France
| USD 4.36 M | -USD 6.18 M | 1 | 0.22% | Reducidas |
|
| 1947 |
SC
Scholtz & Company
Stamford,
Connecticut
| USD 4.36 M | +USD 4.62 M | 3 | 4.67% | Nuevas |
|
| 1948 |
WCAM
West Coast Asset Management
Montecito,
California
| USD 4.36 M | -USD 1.58 M | 1 | 9.57% | Reducidas |
|
| 1949 |
Vicus Capital
State College,
Pennsylvania
| USD 4.35 M | +USD 174 k | 2 | 1.47% | Aumentadas |
|
| 1950 |
MPEM
Marathon Partners Equity Management
New York
| USD 4.35 M | -USD 1.75 M | 1 | 1.98% | Reducidas |
|