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 | |
|---|---|---|---|---|---|---|---|
| 476 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 120 M | +USD 7.16 M | 5 | 3.33% | Aumentadas |
|
| 477 |
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 120 M | -USD 5.48 M | 9 | 5.89% | Reducidas |
|
| 478 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 119 M | +USD 38.3 M | 3 | 12.21% | Aumentadas |
|
| 479 |
Bartlett & Co
Cincinnati,
Ohio
| USD 117 M | +USD 517 k | 5 | 5.79% | Aumentadas |
|
| 480 |
CAM
Capstone Asset Management
Houston,
Texas
| USD 116 M | +USD 4.19 M | 10 | 3.28% | Aumentadas |
|
| 481 |
AG
Artal Group
Luxembourg
| USD 116 M | +USD 61.5 M | 3 | 5.35% | Aumentadas |
|
| 482 |
Frontier Capital Management
Boston,
Massachusetts
| USD 116 M | -USD 8.73 M | 3 | 0.84% | Reducidas |
|
| 483 |
Curian Capital
Denver,
Colorado
| USD 116 M | -USD 432 k | 8 | 1.93% | Reducidas |
|
| 484 |
MUFG Americas
New York
| USD 116 M | +USD 1.04 M | 9 | 3.84% | Aumentadas |
|
| 485 |
EverPoint Asset Management
Stamford,
Connecticut
| USD 115 M | -USD 33.2 M | 4 | 2.17% | Reducidas |
|
| 486 |
Fir Tree Capital Management
New York
| USD 113 M | -USD 18 M | 2 | 1.61% | Reducidas |
|
| 487 |
Oakbrook Investments
Lisle,
Illinois
| USD 113 M | -USD 10.1 M | 7 | 6.1% | Reducidas |
|
| 488 |
Oak Associates
Akron,
Ohio
| USD 112 M | +USD 620 k | 7 | 13.53% | Aumentadas |
|
| 489 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 112 M | +USD 4.41 M | 4 | 7.93% | Aumentadas |
|
| 490 |
JFB Holdings Corp
Atlanta,
Georgia
| USD 112 M | +USD 9.32 M | 1 | 2.89% | Aumentadas |
|
| 491 |
NM
NWI Management
New York
| USD 112 M | +USD 71 M | 2 | 13.99% | Aumentadas |
|
| 492 |
Meyer Handelman Company
Rye Brook,
New York
| USD 112 M | +USD 1.2 M | 4 | 5.05% | Aumentadas |
|
| 493 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 111 M | +USD 852 k | 6 | 3.73% | Aumentadas |
|
| 494 |
Sentinel Asset Management
Montpelier,
Vermont
| USD 111 M | -USD 43 M | 3 | 2.41% | Reducidas |
|
| 495 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 110 M | +USD 382 k | 8 | 2.77% | Aumentadas |
|
| 496 |
Lakewood Capital Management
New York
| USD 109 M | +USD 68.7 M | 3 | 5.61% | Aumentadas |
|
| 497 |
Foresters Investment Management
New York
| USD 109 M | +USD 725 k | 3 | 2.11% | Aumentadas |
|
| 498 |
Osterweis Capital Management
San Francisco,
California
| USD 109 M | -USD 746 k | 1 | 3.49% | Reducidas |
|
| 499 |
WestEnd Advisors
Charlotte,
North Carolina
| USD 109 M | -USD 1.95 M | 1 | 4.91% | Reducidas |
|
| 500 |
NorthCoast Asset Management
Greenwich,
Connecticut
| USD 109 M | -USD 24.1 M | 4 | 5.09% | Reducidas |
|