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 | |
|---|---|---|---|---|---|---|---|
| 551 |
BAM
Barrett Asset Management
New York
| USD 84.1 M | +USD 455 k | 5 | 6.85% | Aumentadas |
|
| 552 |
PC
Passport Capital
San Francisco,
California
| USD 83.9 M | -USD 26.3 M | 1 | 1.42% | Reducidas |
|
| 553 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 83.4 M | +USD 2.38 M | 5 | 4.96% | Aumentadas |
|
| 554 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 83.2 M | -USD 3.42 M | 5 | 5.61% | Reducidas |
|
| 555 |
JHL Capital Group
Chicago,
Illinois
| USD 82.9 M | +USD 16.8 M | 1 | 4% | Aumentadas |
|
| 556 |
Broad Run Investment Management
Arlington,
Virginia
| USD 81.7 M | +USD 28.9 k | 1 | 5.87% | Aumentadas |
|
| 557 |
ALA
Atherton Lane Advisers
Menlo Park,
California
| USD 81.7 M | -USD 3.76 M | 7 | 4.54% | Reducidas |
|
| 558 |
BloombergSen
Toronto,
Ontario, Canada
| USD 81.7 M | -USD 643 k | 1 | 6.73% | Reducidas |
|
| 559 |
Valiant Capital Management
San Francisco,
California
| USD 80.9 M | -USD 26.7 M | 1 | 7.29% | Reducidas |
|
| 560 |
Truist Financial
Charlotte,
North Carolina
| USD 80.6 M | -USD 13.1 M | 8 | 2.42% | Reducidas |
|
| 561 |
EC
Eminence Capital
New York
| USD 80.6 M | +USD 9.19 M | 1 | 1.33% | Aumentadas |
|
| 562 |
Virtu KCG Holdings
New York
| USD 80.5 M | -USD 69.3 M | 9 | 1.25% | Reducidas |
|
| 563 |
Parametric Risk Advisors
Westport,
Connecticut
| USD 79.4 M | +USD 1.5 M | 6 | 5.21% | Aumentadas |
|
| 564 |
SC
SRB Corp
Boston,
Massachusetts
| USD 78.6 M | USD 0 | 1 | 12.54% | Mantenido |
|
| 565 |
Capital International
Los Angeles,
California
| USD 78.1 M | -USD 35 M | 5 | 4.83% | Reducidas |
|
| 566 |
MVP
Miller Value Partners
Sarasota,
Florida
| USD 77.6 M | +USD 4.45 M | 3 | 2.98% | Aumentadas |
|
| 567 |
Klingenstein Fields & Co
New York
| USD 77.4 M | -USD 278 k | 5 | 3.29% | Reducidas |
|
| 568 |
LMCG Investments
Boston,
Massachusetts
| USD 77.2 M | -USD 5.94 M | 6 | 1.67% | Reducidas |
|
| 569 |
Clough Capital Partners
Boston,
Massachusetts
| USD 75.6 M | +USD 19.6 M | 2 | 2.38% | Aumentadas |
|
| 570 |
CAM
Centre Asset Management
New York
| USD 75 M | -USD 15.8 M | 6 | 11.29% | Reducidas |
|
| 571 |
EverPoint Asset Management
Stamford,
Connecticut
| USD 74.7 M | +USD 70.9 M | 2 | 1.54% | Nuevas |
|
| 572 |
Nippon Life Global Investors Americas
New York
| USD 74.7 M | -USD 474 k | 5 | 7.02% | Reducidas |
|
| 573 |
Barings
Charlotte,
North Carolina
| USD 74.5 M | -USD 3.21 M | 10 | 2.23% | Reducidas |
|
| 574 |
Markel Group
Glen Allen,
Virginia
| USD 74.5 M | +USD 233 k | 3 | 2.12% | Aumentadas |
|
| 575 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 74.4 M | -USD 20.2 M | 3 | 3.97% | Reducidas |
|