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 | |
|---|---|---|---|---|---|---|---|
| 501 |
CCM
Conatus Capital Management
Greenwich,
Connecticut
| USD 154 M | -USD 23.6 M | 2 | 10.14% | Reducidas |
|
| 502 |
Welch & Forbes
Boston,
Massachusetts
| USD 154 M | -USD 3.04 M | 9 | 4.93% | Reducidas |
|
| 503 |
Great Lakes Advisors
Chicago,
Illinois
| USD 153 M | -USD 2.77 M | 7 | 4.6% | Reducidas |
|
| 504 |
Ariel Investments
Chicago,
Illinois
| USD 153 M | -USD 1.77 M | 3 | 1.83% | Reducidas |
|
| 505 |
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| USD 152 M | -USD 64.5 M | 3 | 4.34% | Reducidas |
|
| 506 |
IIM
Ivory Investment Management
New York
| USD 152 M | -USD 145 M | 3 | 4.08% | Reducidas |
|
| 507 |
Senator Investment Group
New York
| USD 152 M | -USD 245 M | 1 | 1.9% | Reducidas |
|
| 508 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 151 M | +USD 3.09 M | 7 | 3.63% | Aumentadas |
|
| 509 |
Melvin Capital Management
New York
| USD 151 M | -USD 43.4 M | 3 | 7.15% | Reducidas |
|
| 510 |
Truist Financial
Charlotte,
North Carolina
| USD 150 M | +USD 2.08 M | 9 | 3.9% | Aumentadas |
|
| 511 |
Churchill Management
Los Angeles,
California
| USD 150 M | +USD 127 M | 3 | 7.06% | Aumentadas |
|
| 512 |
Soros Fund Management
New York
| USD 150 M | +USD 93.7 M | 4 | 2.48% | Aumentadas |
|
| 513 |
Gofen & Glossberg
Chicago,
Illinois
| USD 150 M | -USD 5.89 M | 6 | 6.49% | Reducidas |
|
| 514 |
Perkins Investment Management
Chicago,
Illinois
| USD 149 M | +USD 25 M | 4 | 2.18% | Aumentadas |
|
| 515 |
Capital International
Los Angeles,
California
| USD 149 M | +USD 114 k | 8 | 9.43% | Aumentadas |
|
| 516 |
Bridgeway Capital Management
Houston,
Texas
| USD 149 M | +USD 2.35 M | 7 | 2.77% | Aumentadas |
|
| 517 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 149 M | -USD 18 M | 4 | 14.44% | Reducidas |
|
| 518 |
Ashfield Capital Partners
San Francisco,
California
| USD 147 M | -USD 15.2 M | 8 | 10.06% | Reducidas |
|
| 519 |
Impax Asset Management
Portsmouth,
New Hampshire
| USD 146 M | -USD 29.1 M | 6 | 8.1% | Reducidas |
|
| 520 |
Oak Associates
Akron,
Ohio
| USD 145 M | +USD 6.28 M | 9 | 17.27% | Aumentadas |
|
| 521 |
SCM
Scopia Capital Management
New York
| USD 145 M | +USD 45.4 M | 1 | 2.87% | Aumentadas |
|
| 522 |
VanEck Associates
New York
| USD 144 M | +USD 55.4 M | 9 | 1.14% | Aumentadas |
|
| 523 |
HM Payson & Co
Portland,
Maine
| USD 144 M | -USD 2.67 M | 7 | 7.4% | Reducidas |
|
| 524 |
EA
Euclid Advisors
Hartford,
Connecticut
| USD 144 M | +USD 52 M | 11 | 4.39% | Aumentadas |
|
| 525 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 143 M | USD 0 | 4 | 9.83% | Mantenido |
|