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 | |
|---|---|---|---|---|---|---|---|
| 2076 |
NBW Capital
Boston,
Massachusetts
| USD 19.1 M | -USD 897 k | 2 | 5.44% | Reducidas |
|
| 2077 |
MA
Menlo Advisors
Menlo Park,
California
| USD 19.1 M | -USD 40.2 k | 3 | 12.5% | Reducidas |
|
| 2078 |
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 19.1 M | -USD 842 k | 6 | 13.01% | Reducidas |
|
| 2079 |
Chase Investment Counsel
Charlottesville,
Virginia
| USD 19.1 M | +USD 4 M | 4 | 9.7% | Aumentadas |
|
| 2080 |
Cornerstone Advisory
Hunt Valley,
Maryland
| USD 19.1 M | -USD 865 | 8 | 3.95% | Reducidas |
|
| 2081 |
Bishop Rock Capital
New York
| USD 19.1 M | -USD 551 k | 1 | 4.58% | Reducidas |
|
| 2082 |
Towle & Co
Denver,
Colorado
| USD 19.1 M | +USD 16.5 M | 1 | 2.21% | Nuevas |
|
| 2083 |
Rossmore Private Capital
Glastonbury,
Connecticut
| USD 19 M | +USD 1.12 M | 6 | 5.87% | Aumentadas |
|
| 2084 |
White Pine Investment Company
Livonia,
Michigan
| USD 19 M | +USD 1.68 k | 3 | 7.78% | Aumentadas |
|
| 2085 |
Brightworth
Atlanta,
Georgia
| USD 19 M | +USD 735 k | 6 | 3.54% | Aumentadas |
|
| 2086 |
Liberty Capital Management
Birmingham,
Michigan
| USD 18.9 M | -USD 17.9 k | 5 | 7.79% | Reducidas |
|
| 2087 |
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 18.9 M | +USD 130 k | 13 | 4.73% | Aumentadas |
|
| 2088 |
NFAM
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| USD 18.8 M | +USD 17.4 M | 3 | 4.99% | Nuevas |
|
| 2089 |
Stellar Capital Management
Phoenix,
Arizona
| USD 18.8 M | +USD 365 k | 6 | 10.99% | Aumentadas |
|
| 2090 |
Shelter Mutual Insurance
Columbia,
Missouri
| USD 18.6 M | USD 0 | 2 | 6.33% | Mantenido |
|
| 2091 |
WC
Whitnell & Co
Oak Brook,
Illinois
| USD 18.6 M | +USD 2.7 M | 7 | 5.72% | Aumentadas |
|
| 2092 |
Hamilton Wealth
Encino,
California
| USD 18.6 M | +USD 561 k | 5 | 12.58% | Aumentadas |
|
| 2093 |
LBC
Lawrence B. Cohen
| USD 18.5 M | +USD 704 k | 4 | 10.93% | Aumentadas |
|
| 2094 |
PCMK
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| USD 18.5 M | -USD 1.22 M | 2 | 9.98% | Reducidas |
|
| 2095 |
New Mountain Vantage Advisers
New York
| USD 18.5 M | -USD 37.3 M | 2 | 0.71% | Reducidas |
|
| 2096 |
Principal Street Partners
Memphis,
Tennessee
| USD 18.4 M | +USD 8.99 M | 5 | 4.11% | Aumentadas |
|
| 2097 |
Cipher Capital
New York
| USD 18.4 M | +USD 1.9 M | 5 | 1.31% | Aumentadas |
|
| 2098 |
Cinctive Capital Management
New York
| USD 18.4 M | +USD 18 M | 4 | 1.93% | Nuevas |
|
| 2099 |
Optas LLC
Austin,
Texas
| USD 18.4 M | +USD 17.7 M | 5 | 7.11% | Nuevas |
|
| 2100 |
Executive Wealth Management
Brighton,
Michigan
| USD 18.4 M | +USD 3.27 M | 6 | 2.52% | Aumentadas |
|