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 | |
|---|---|---|---|---|---|---|---|
| 451 |
Mutual of America Capital Management
New York
| USD 173 M | -USD 2.65 M | 10 | 3.68% | Reducidas |
|
| 452 |
GVI
Green Valley Investors
Wilmington,
Delaware
| USD 171 M | -USD 55.8 M | 1 | 5.24% | Reducidas |
|
| 453 |
CEP
Chicago Equity Partners
Chicago,
Illinois
| USD 171 M | -USD 4.42 M | 6 | 4.99% | Reducidas |
|
| 454 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 170 M | +USD 3.57 M | 4 | 15.28% | Aumentadas |
|
| 455 |
Avalon Investment & Advisory
Houston,
Texas
| USD 168 M | +USD 11.7 M | 8 | 6.5% | Aumentadas |
|
| 456 |
Country Trust Bank
Bloomington,
Illinois
| USD 168 M | -USD 5.66 M | 7 | 9.02% | Reducidas |
|
| 457 |
PCM
Pennant Capital Management
Summit,
New Jersey
| USD 166 M | +USD 31.9 M | 1 | 4.26% | Aumentadas |
|
| 458 |
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 166 M | +USD 8.75 M | 10 | 7.33% | Aumentadas |
|
| 459 |
Gabelli Funds
Rye,
New York
| USD 165 M | -USD 7.68 M | 6 | 0.97% | Reducidas |
|
| 460 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 164 M | -USD 29 M | 3 | 2.07% | Reducidas |
|
| 461 |
Santa Barbara Asset Management
Los Angeles,
California
| USD 164 M | +USD 19.4 M | 1 | 3.07% | Aumentadas |
|
| 462 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 163 M | +USD 6.88 M | 10 | 7.36% | Aumentadas |
|
| 463 |
ESG
Emerging Sovereign Group
New York
| USD 162 M | +USD 114 M | 2 | 11.11% | Aumentadas |
|
| 464 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 161 M | +USD 3.98 M | 11 | 3.7% | Aumentadas |
|
| 465 |
Daiwa Securities Group
Tokyo,
Japan
| USD 161 M | -USD 1.93 M | 12 | 0.96% | Reducidas |
|
| 466 |
PC
Passport Capital
San Francisco,
California
| USD 160 M | -USD 145 M | 5 | 2.93% | Reducidas |
|
| 467 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 160 M | +USD 38.5 M | 4 | 9.47% | Aumentadas |
|
| 468 |
Evercore Wealth Management
New York
| USD 160 M | +USD 19.1 M | 12 | 7.03% | Aumentadas |
|
| 469 |
MICM
Matthews International Capital Management
San Francisco,
California
| USD 157 M | +USD 15.9 M | 1 | 6.88% | Aumentadas |
|
| 470 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 157 M | -USD 6.54 M | 8 | 7.06% | Reducidas |
|
| 471 |
Mondrian Investment Partners
London,
United Kingdom
| USD 157 M | -USD 91.2 M | 3 | 3.71% | Reducidas |
|
| 472 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 157 M | -USD 203 k | 7 | 4.14% | Reducidas |
|
| 473 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 157 M | +USD 2.02 M | 6 | 8.59% | Aumentadas |
|
| 474 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 156 M | -USD 7.25 M | 5 | 14.41% | Reducidas |
|
| 475 |
Veritas Investment Management
London,
United Kingdom
| USD 154 M | +USD 1.95 M | 5 | 29.76% | Aumentadas |
|