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 | |
|---|---|---|---|---|---|---|---|
| 2301 |
Tandem Investment Advisors
Charleston,
South Carolina
| USD 4.96 M | +USD 4.81 M | 1 | 2.39% | Nuevas |
|
| 2302 |
BA
Bennicas & Associates
Portola Valley,
California
| USD 4.96 M | -USD 109 k | 3 | 4.49% | Reducidas |
|
| 2303 |
PC
Permit Capital
West Conshohocken,
Pennsylvania
| USD 4.94 M | USD 0 | 2 | 3.39% | Mantenido |
|
| 2304 |
LCP
Legacy Capital Partners
Milwaukee,
Wisconsin
| USD 4.93 M | +USD 1.3 M | 5 | 2.98% | Aumentadas |
|
| 2305 |
FHC
First Houston Capital
Houston,
Texas
| USD 4.92 M | +USD 611 k | 2 | 4.75% | Aumentadas |
|
| 2306 |
BCM
Boltwood Capital Management
Walnut Creek,
California
| USD 4.91 M | +USD 683 | 6 | 3.76% | Aumentadas |
|
| 2307 |
SFA
Stewardship Financial Advisors
Stockbridge,
Georgia
| USD 4.91 M | -USD 73.5 k | 4 | 3.08% | Reducidas |
|
| 2308 |
LPC
Loeb Partners Corp
New York
| USD 4.89 M | +USD 1.11 M | 4 | 1.65% | Aumentadas |
|
| 2309 |
Bain Capital Public Equity Management
Boston,
Massachusetts
| USD 4.88 M | +USD 2.09 M | 2 | 0.33% | Aumentadas |
|
| 2310 |
BAM
Boyar Asset Management
New York
| USD 4.87 M | -USD 1.83 M | 2 | 4.87% | Reducidas |
|
| 2311 |
MPA
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 4.87 M | -USD 913 k | 2 | 4.15% | Reducidas |
|
| 2312 |
CCI
Credit Capital Investments
Livingston,
New Jersey
| USD 4.86 M | +USD 2.31 M | 2 | 6.21% | Aumentadas |
|
| 2313 |
Aspiriant LLC
Los Angeles,
California
| USD 4.84 M | +USD 252 k | 5 | 0.44% | Aumentadas |
|
| 2314 |
RHFI
Reilly Herbert Faulkner III
| USD 4.84 M | +USD 66.6 k | 1 | 3.42% | Aumentadas |
|
| 2315 |
TGM
Tenzing Global Management
San Francisco,
California
| USD 4.83 M | +USD 5.6 M | 3 | 4.41% | Nuevas |
|
| 2316 |
Hengehold Capital Management
Cincinnati,
Ohio
| USD 4.79 M | -USD 261 k | 3 | 1.46% | Reducidas |
|
| 2317 |
FA
Financial Advantage
Columbia,
Maryland
| USD 4.77 M | +USD 274 k | 2 | 4.34% | Aumentadas |
|
| 2318 |
PIM
Profit Investment Management
North Bethesda,
Maryland
| USD 4.77 M | -USD 268 k | 4 | 4.51% | Reducidas |
|
| 2319 |
Boothbay Fund Management
New York
| USD 4.77 M | -USD 4.29 M | 8 | 1.09% | Reducidas |
|
| 2320 |
Institutional & Family Asset Management
Fort Collins,
Colorado
| USD 4.77 M | -USD 265 k | 2 | 1.5% | Reducidas |
|
| 2321 |
WCM
Wunderlich Capital Managemnt
Memphis,
Tennessee
| USD 4.75 M | -USD 93.2 k | 3 | 3.87% | Reducidas |
|
| 2322 |
CA
Cambridge Advisors
Omaha,
Nebraska
| USD 4.75 M | -USD 8.82 k | 5 | 2.1% | Reducidas |
|
| 2323 |
DCM
Delta Capital Management
Red Bank,
New Jersey
| USD 4.73 M | -USD 57.4 k | 2 | 3.36% | Reducidas |
|
| 2324 |
LI
Longer Investments
Fayetteville,
Arkansas
| USD 4.72 M | -USD 2.31 M | 2 | 4.31% | Reducidas |
|
| 2325 |
Nadler Financial Group
Deerfield,
Illinois
| USD 4.72 M | +USD 754 k | 5 | 1.75% | Aumentadas |
|