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 |
Ariel Investments
Chicago,
Illinois
| USD 93.1 M | +USD 12.8 M | 3 | 1.07% | Aumentadas |
|
| 552 |
DLPIC
Davide Leone & Partners Investment Company
London,
United Kingdom
| USD 92.9 M | USD 0 | 1 | 7.62% | Mantenido |
|
| 553 |
SA
Smithwood Advisers
Los Angeles,
California
| USD 92.9 M | -USD 58 M | 1 | 11.41% | Reducidas |
|
| 554 |
MVP
Miller Value Partners
Sarasota,
Florida
| USD 92.9 M | +USD 5.57 M | 2 | 3.43% | Aumentadas |
|
| 555 |
WesBanco Bank
Wheeling,
West Virginia
| USD 92.8 M | -USD 1.69 M | 5 | 5.06% | Reducidas |
|
| 556 |
TP
Theleme Partners
London,
United Kingdom
| USD 92.5 M | USD 0 | 1 | 5.54% | Mantenido |
|
| 557 |
Caledonia Investments (Australia)
Sydney NSW,
Australia
| USD 91.9 M | +USD 1.02 M | 1 | 5.9% | Aumentadas |
|
| 558 |
ANI
American National Insurance
Galveston,
Texas
| USD 91.8 M | +USD 598 k | 7 | 5.45% | Aumentadas |
|
| 559 |
Axiom Investors
Greenwich,
Connecticut
| USD 91.3 M | -USD 58 M | 3 | 2.25% | Reducidas |
|
| 560 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
| USD 90.6 M | -USD 25.7 M | 1 | 5.87% | Reducidas |
|
| 561 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 90.4 M | -USD 3.62 M | 6 | 9.14% | Reducidas |
|
| 562 |
Meag Munich Ergo
Munich,
Germany
| USD 90.3 M | -USD 4.73 M | 6 | 4.09% | Reducidas |
|
| 563 |
Criterion Capital Management
San Francisco,
California
| USD 90.3 M | -USD 51.6 M | 4 | 3.38% | Reducidas |
|
| 564 |
Cannell & Spears
New York
| USD 89.9 M | +USD 1.78 M | 4 | 9.97% | Aumentadas |
|
| 565 |
MAM
Marketfield Asset Management
New York
| USD 89.6 M | -USD 85.8 M | 1 | 1.57% | Reducidas |
|
| 566 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 89.2 M | -USD 6.48 M | 5 | 9.02% | Reducidas |
|
| 567 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 89.1 M | +USD 6.49 M | 7 | 5.57% | Aumentadas |
|
| 568 |
Whittier Trust
South Pasadena,
California
| USD 88.4 M | -USD 2.05 M | 10 | 4.2% | Reducidas |
|
| 569 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 88.4 M | -USD 3.49 M | 4 | 3.11% | Reducidas |
|
| 570 |
SC
SRB Corp
Boston,
Massachusetts
| USD 88 M | -USD 118 k | 3 | 12.51% | Reducidas |
|
| 571 |
SRFM
Shannon River Fund Management
New York
| USD 87.8 M | +USD 88 M | 2 | 8.93% | Nuevas |
|
| 572 |
JHL Capital Group
Chicago,
Illinois
| USD 87 M | +USD 503 k | 1 | 5.73% | Aumentadas |
|
| 573 |
Vaughan David Investments
Peoria,
Illinois
| USD 86.7 M | -USD 558 k | 3 | 5% | Reducidas |
|
| 574 |
Daiwa Securities Group
Tokyo,
Japan
| USD 86.4 M | +USD 33.7 M | 10 | 0.61% | Aumentadas |
|
| 575 |
Creative Planning
Overland Park,
Kansas
| USD 85.9 M | +USD 4.59 M | 13 | 0.89% | Aumentadas |
|