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 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
| USD 91.8 M | +USD 98.3 M | 1 | 22.88% | Nuevas |
|
| 552 |
Dragoneer Investment Group
San Francisco,
California
| USD 91.6 M | +USD 4.51 M | 1 | 42.37% | Aumentadas |
|
| 553 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 91.3 M | +USD 4.54 M | 6 | 9.56% | Aumentadas |
|
| 554 |
SA
SQ Advisors
Naples,
Florida
| USD 91.2 M | -USD 209 M | 1 | 3.13% | Reducidas |
|
| 555 |
WesBanco Bank
Wheeling,
West Virginia
| USD 91.2 M | +USD 1.17 M | 5 | 5.03% | Aumentadas |
|
| 556 |
Miller Howard Investments
Kingston,
New York
| USD 91.1 M | +USD 2.06 M | 2 | 1.38% | Aumentadas |
|
| 557 |
QS Investors
New York
| USD 90.8 M | -USD 7.15 M | 9 | 1.03% | Reducidas |
|
| 558 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 90.8 M | USD 0 | 2 | 3.29% | Mantenido |
|
| 559 |
Altrinsic Global Advisors
Stamford,
Connecticut
| USD 89.9 M | -USD 6.66 M | 3 | 1.95% | Reducidas |
|
| 560 |
MI
Markston International
White Plains,
New York
| USD 89.8 M | -USD 2.12 M | 6 | 6.02% | Reducidas |
|
| 561 |
Avalon Investment & Advisory
Houston,
Texas
| USD 89.7 M | +USD 856 k | 4 | 3.92% | Aumentadas |
|
| 562 |
Whittier Trust
South Pasadena,
California
| USD 89.7 M | +USD 1.56 M | 10 | 4.11% | Aumentadas |
|
| 563 |
EA
Euclid Advisors
Hartford,
Connecticut
| USD 89.5 M | -USD 378 M | 2 | 1.64% | Reducidas |
|
| 564 |
TM
Tiger Management
New York
| USD 89 M | +USD 5.93 M | 2 | 14.9% | Aumentadas |
|
| 565 |
Virtu KCG Holdings
New York
| USD 87.7 M | -USD 74.8 M | 10 | 1.78% | Reducidas |
|
| 566 |
DCM
Destrier Capital Management
New York
| USD 87.5 M | +USD 38.1 M | 3 | 22.52% | Aumentadas |
|
| 567 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 86.9 M | +USD 5.84 M | 5 | 5.73% | Aumentadas |
|
| 568 |
BAMCO Inc
New York
| USD 86.5 M | +USD 15.7 M | 4 | 0.33% | Aumentadas |
|
| 569 |
Alleghany Corporation
New York
| USD 86.2 M | -USD 25.1 M | 4 | 3.04% | Reducidas |
|
| 570 |
CAM
Contour Asset Management
New York
| USD 86 M | +USD 32 M | 1 | 4.86% | Aumentadas |
|
| 571 |
Select Equity Group
New York
| USD 85.7 M | +USD 17.4 M | 3 | 0.78% | Aumentadas |
|
| 572 |
Creative Planning
Overland Park,
Kansas
| USD 85.4 M | +USD 1.43 M | 14 | 0.8% | Aumentadas |
|
| 573 |
Hikari Power
Tokyo,
Japan
| USD 85.1 M | +USD 13 M | 3 | 12.07% | Aumentadas |
|
| 574 |
ANI
American National Insurance
Galveston,
Texas
| USD 85.1 M | -USD 2.92 M | 7 | 5.03% | Reducidas |
|
| 575 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
| USD 84.9 M | -USD 18.4 M | 3 | 1.75% | Reducidas |
|