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 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 185 M | -USD 3.33 M | 6 | 1.85% | Reducidas |
|
| 502 |
Oppenheimer Asset Management
New York
| USD 185 M | -USD 13.6 M | 14 | 5.11% | Reducidas |
|
| 503 |
First Foundation Advisors
Irvine,
California
| USD 185 M | +USD 9.8 M | 8 | 10.87% | Aumentadas |
|
| 504 |
CEP
Chicago Equity Partners
Chicago,
Illinois
| USD 185 M | -USD 3.83 M | 6 | 4.98% | Reducidas |
|
| 505 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 184 M | +USD 11.7 M | 6 | 10.65% | Aumentadas |
|
| 506 |
Securian Asset Management
St Paul,
Minnesota
| USD 184 M | +USD 1.94 M | 11 | 4.84% | Aumentadas |
|
| 507 |
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 183 M | +USD 25.6 M | 12 | 18.49% | Aumentadas |
|
| 508 |
Avalon Investment & Advisory
Houston,
Texas
| USD 182 M | -USD 21.4 M | 9 | 6.06% | Reducidas |
|
| 509 |
Welch & Forbes
Boston,
Massachusetts
| USD 182 M | -USD 1.17 M | 9 | 5.09% | Reducidas |
|
| 510 |
Madison Investment Holdings
Madison,
Wisconsin
| USD 182 M | -USD 21.2 M | 5 | 3.36% | Reducidas |
|
| 511 |
Gabelli Funds
Rye,
New York
| USD 182 M | -USD 18.7 M | 9 | 1.08% | Reducidas |
|
| 512 |
Oppenheimer & Co
New York
| USD 181 M | +USD 6.84 M | 13 | 5% | Aumentadas |
|
| 513 |
GCCM
Green Court Capital Management
Hong Kong
| USD 181 M | +USD 159 M | 1 | 41.67% | Nuevas |
|
| 514 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 181 M | -USD 16.4 M | 8 | 4.26% | Reducidas |
|
| 515 |
Markel Group
Glen Allen,
Virginia
| USD 180 M | +USD 25.9 M | 5 | 3.84% | Aumentadas |
|
| 516 |
BWCA
Brenner West Capital Advisors
New York
| USD 179 M | +USD 35.3 M | 3 | 20.85% | Aumentadas |
|
| 517 |
Profund Advisors
Bethesda,
Maryland
| USD 178 M | +USD 14 M | 12 | 8.08% | Aumentadas |
|
| 518 |
Junto Capital Management
New York
| USD 178 M | +USD 35.5 M | 3 | 15.67% | Aumentadas |
|
| 519 |
QS Investors
New York
| USD 178 M | -USD 6.59 M | 14 | 1.52% | Reducidas |
|
| 520 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 177 M | +USD 11 M | 5 | 10.01% | Aumentadas |
|
| 521 |
NA
Neuburgh Advisers
Los Angeles,
California
| USD 177 M | -USD 7.03 M | 8 | 6.69% | Reducidas |
|
| 522 |
Argent Capital Management
St Louis,
Missouri
| USD 176 M | -USD 6.57 M | 5 | 7.04% | Reducidas |
|
| 523 |
Gofen & Glossberg
Chicago,
Illinois
| USD 176 M | +USD 401 k | 7 | 6.69% | Aumentadas |
|
| 524 |
Capital Fund Management (CFM)
Paris,
France
| USD 176 M | +USD 39.2 M | 6 | 1.42% | Aumentadas |
|
| 525 |
Starboard Value
New York
| USD 174 M | +USD 61.3 M | 1 | 5.08% | Aumentadas |
|