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 |
Check Capital Management
Costa Mesa,
California
| USD 90.2 M | +USD 3.72 M | 4 | 8.9% | Aumentadas |
|
| 527 |
ANI
American National Insurance
Galveston,
Texas
| USD 89.9 M | -USD 263 k | 6 | 5.44% | Reducidas |
|
| 528 |
CCM
Conatus Capital Management
Greenwich,
Connecticut
| USD 89.5 M | +USD 5.77 M | 1 | 4.13% | Aumentadas |
|
| 529 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 88.9 M | +USD 1.24 M | 6 | 9.91% | Aumentadas |
|
| 530 |
Luxor Capital Group
New York
| USD 88.6 M | +USD 78.1 M | 2 | 1.77% | Nuevas |
|
| 531 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 88.3 M | -USD 6.31 M | 4 | 5.17% | Reducidas |
|
| 532 |
Miller Howard Investments
Kingston,
New York
| USD 88.3 M | +USD 1.54 M | 2 | 1.4% | Aumentadas |
|
| 533 |
CC
Colrain Capital
Boston,
Massachusetts
| USD 88.1 M | -USD 2.53 M | 4 | 6.34% | Reducidas |
|
| 534 |
DC
Deere & Company
Moline,
Illinois
| USD 87.4 M | -USD 1.27 M | 7 | 4.81% | Reducidas |
|
| 535 |
First Foundation Advisors
Irvine,
California
| USD 86.8 M | -USD 2.99 M | 4 | 9.47% | Reducidas |
|
| 536 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 86.7 M | -USD 4.79 M | 3 | 3.07% | Reducidas |
|
| 537 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| USD 86.7 M | -USD 73.6 M | 1 | 1.02% | Reducidas |
|
| 538 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
| USD 86.7 M | +USD 14.6 M | 1 | 8.22% | Aumentadas |
|
| 539 |
D.A. Davidson & Co
Great Falls,
Montana
| USD 86.6 M | -USD 1.49 M | 13 | 2.93% | Reducidas |
|
| 540 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 86.6 M | -USD 1.45 M | 8 | 4.01% | Reducidas |
|
| 541 |
TIAA CREF Trust
St Louis,
Missouri
| USD 86.2 M | +USD 3.15 M | 4 | 1.24% | Aumentadas |
|
| 542 |
Cannell & Spears
New York
| USD 86.1 M | -USD 5.88 M | 4 | 10.17% | Reducidas |
|
| 543 |
Boston Private Bank & Trust
Boston,
Massachusetts
| USD 86 M | -USD 2.48 M | 9 | 4.17% | Reducidas |
|
| 544 |
Perkins Investment Management
Chicago,
Illinois
| USD 85.6 M | +USD 30.3 M | 4 | 0.69% | Aumentadas |
|
| 545 |
HP
Holowesko Partners
Nassau,
Bahamas
| USD 85.5 M | -USD 37.6 M | 1 | 5.17% | Reducidas |
|
| 546 |
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| USD 85.4 M | -USD 162 M | 2 | 0.69% | Reducidas |
|
| 547 |
Vaughan David Investments
Peoria,
Illinois
| USD 84.8 M | -USD 2.28 M | 3 | 5.07% | Reducidas |
|
| 548 |
Huber Capital Management
El Segundo,
California
| USD 84.7 M | -USD 5 M | 2 | 2.17% | Reducidas |
|
| 549 |
Frontier Capital Management
Boston,
Massachusetts
| USD 84.3 M | +USD 13.3 M | 3 | 0.62% | Aumentadas |
|
| 550 |
Spot Trading
Chicago,
Illinois
| USD 84.2 M | -USD 16.3 M | 10 | 0.4% | Reducidas |
|