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 | |
|---|---|---|---|---|---|---|---|
| 526 |
Baupost Group
Boston,
Massachusetts
| USD 79.2 M | USD 0 | 1 | 2.26% | Mantenido |
|
| 527 |
Cohen & Steers
New York
| USD 78.9 M | -USD 54.7 M | 4 | 0.25% | Reducidas |
|
| 528 |
Boston Private Bank & Trust
Boston,
Massachusetts
| USD 78.9 M | -USD 1.19 M | 9 | 4.38% | Reducidas |
|
| 529 |
CCM
Conatus Capital Management
Greenwich,
Connecticut
| USD 78.7 M | -USD 86.5 M | 1 | 3.32% | Reducidas |
|
| 530 |
ANI
American National Insurance
Galveston,
Texas
| USD 78.6 M | -USD 418 k | 6 | 5.61% | Reducidas |
|
| 531 |
ALA
Atherton Lane Advisers
Menlo Park,
California
| USD 78.5 M | +USD 21 M | 7 | 5.38% | Aumentadas |
|
| 532 |
TH
Timber Hill
Greenwich,
Connecticut
| USD 78.3 M | +USD 48.6 M | 7 | 0.28% | Aumentadas |
|
| 533 |
Zweig-DiMenna Associates
New York
| USD 78.2 M | -USD 7.26 M | 3 | 3.17% | Reducidas |
|
| 534 |
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 77.8 M | +USD 29.6 M | 2 | 4.9% | Aumentadas |
|
| 535 |
Valiant Capital Management
San Francisco,
California
| USD 76.9 M | USD 0 | 1 | 6.6% | Mantenido |
|
| 536 |
Cannell & Spears
New York
| USD 76.8 M | -USD 8.76 M | 4 | 10.01% | Reducidas |
|
| 537 |
CC
Colrain Capital
Boston,
Massachusetts
| USD 76.6 M | -USD 10.8 M | 4 | 5.71% | Reducidas |
|
| 538 |
Jupiter Asset Management
London,
United Kingdom
| USD 76.5 M | +USD 1.64 M | 5 | 3.37% | Aumentadas |
|
| 539 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 76.2 M | +USD 11.3 M | 6 | 9.78% | Aumentadas |
|
| 540 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 75.9 M | -USD 11.5 M | 7 | 3.72% | Reducidas |
|
| 541 |
CAM
Centre Asset Management
New York
| USD 75.8 M | -USD 10.4 M | 6 | 12.05% | Reducidas |
|
| 542 |
IIM
Ivory Investment Management
New York
| USD 75.5 M | +USD 62.7 M | 4 | 3.58% | Aumentadas |
|
| 543 |
Braun Stacey Associates
New York
| USD 75.5 M | -USD 2.77 M | 5 | 4.64% | Reducidas |
|
| 544 |
Winton Capital Management
London,
United Kingdom
| USD 75.2 M | -USD 7.1 M | 5 | 0.91% | Reducidas |
|
| 545 |
Vaughan David Investments
Peoria,
Illinois
| USD 75.1 M | +USD 1.18 M | 3 | 5.22% | Aumentadas |
|
| 546 |
Numeric Investors
Boston,
Massachusetts
| USD 75.1 M | -USD 2.9 M | 4 | 1.39% | Reducidas |
|
| 547 |
LMCG Investments
Boston,
Massachusetts
| USD 74.8 M | -USD 3.94 M | 8 | 1.81% | Reducidas |
|
| 548 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 74.2 M | +USD 1.08 M | 5 | 5.92% | Aumentadas |
|
| 549 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 74.2 M | -USD 178 M | 6 | 0.38% | Reducidas |
|
| 550 |
Congress Asset Management
Boston,
Massachusetts
| USD 73.7 M | -USD 72 M | 4 | 2.06% | Reducidas |
|