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 |
Cubic Asset Management
Boston,
Massachusetts
| USD 28.6 M | -USD 1.09 M | 6 | 8.17% | Reducidas |
|
| 1927 |
Boundary Creek Advisors
New York
| USD 28.6 M | -USD 1.58 M | 2 | 0.87% | Reducidas |
|
| 1928 |
Lakehouse Capital
Sydney NSW,
Australia
| USD 28.6 M | +USD 811 k | 4 | 28.33% | Aumentadas |
|
| 1929 |
Delta Investment Management
San Francisco,
California
| USD 28.6 M | +USD 1.18 M | 5 | 9.25% | Aumentadas |
|
| 1930 |
Centaurus Financial
Anaheim,
California
| USD 28.6 M | -USD 5.9 M | 12 | 2.69% | Reducidas |
|
| 1931 |
Whalerock Point Partners
Providence,
Rhode Island
| USD 28.6 M | +USD 352 k | 4 | 11.61% | Aumentadas |
|
| 1932 |
Iowa State Bank
Urbandale,
Iowa
| USD 28.5 M | +USD 1.29 M | 5 | 7.17% | Aumentadas |
|
| 1933 |
Forum Financial Management
Lombard,
Illinois
| USD 28.5 M | +USD 802 k | 8 | 0.94% | Aumentadas |
|
| 1934 |
Empyrean Capital Partners
Los Angeles,
California
| USD 28.5 M | -USD 10.9 M | 1 | 0.9% | Reducidas |
|
| 1935 |
Merriman Wealth Management
Seattle,
Washington
| USD 28.5 M | -USD 11.8 M | 7 | 1.46% | Reducidas |
|
| 1936 |
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| USD 28.5 M | +USD 1.19 M | 2 | 1.61% | Aumentadas |
|
| 1937 |
Paragon Capital Management (Colorado)
Denver,
Colorado
| USD 28.4 M | -USD 42.5 k | 4 | 7.57% | Reducidas |
|
| 1938 |
Herald Investment Management
London,
United Kingdom
| USD 28.4 M | +USD 1.34 M | 9 | 6.97% | Aumentadas |
|
| 1939 |
PT
Plimoth Trust
Plymouth,
Massachusetts
| USD 28.3 M | -USD 707 k | 6 | 9.13% | Reducidas |
|
| 1940 |
TrustCore Financial Services
Brentwood,
Tennessee
| USD 28.3 M | -USD 3.12 M | 19 | 2.49% | Reducidas |
|
| 1941 |
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 28.3 M | -USD 177 k | 9 | 2.89% | Reducidas |
|
| 1942 |
Whitener Capital Management
Rocky Mount,
North Carolina
| USD 28.2 M | -USD 738 k | 8 | 12.33% | Reducidas |
|
| 1943 |
Strategic Vision Investment
Hong Kong
| USD 28.2 M | +USD 7.26 M | 2 | 10.14% | Aumentadas |
|
| 1944 |
Lakeside Advisors
Seattle,
Washington
| USD 28.2 M | -USD 176 k | 2 | 23.11% | Reducidas |
|
| 1945 |
America First Investment Advisors
Omaha,
Nebraska
| USD 28.2 M | +USD 2.89 M | 4 | 8.31% | Aumentadas |
|
| 1946 |
CCPM
Cooper Creek Partners Management
New York
| USD 28.1 M | +USD 4.84 M | 3 | 2.32% | Aumentadas |
|
| 1947 |
CX Institutional
Auburn,
Indiana
| USD 28 M | +USD 1.06 M | 7 | 1.7% | Aumentadas |
|
| 1948 |
Two Point Capital Management
Pittsford,
New York
| USD 28 M | +USD 28.2 M | 3 | 18.08% | Nuevas |
|
| 1949 |
XC
XY Capital
Central,
Hong Kong
| USD 28 M | +USD 25 M | 1 | 18.31% | Nuevas |
|
| 1950 |
HIM
Hotaling Investment Management
Wayne,
Pennsylvania
| USD 27.9 M | +USD 643 k | 4 | 12.63% | Aumentadas |
|