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 | |
|---|---|---|---|---|---|---|---|
| 576 |
Banyan Partners
Palm Beach Gardens,
Florida
| USD 79.8 M | +USD 13.9 M | 6 | 5.6% | Aumentadas |
|
| 577 |
Huber Capital Management
El Segundo,
California
| USD 79.8 M | +USD 12.8 M | 2 | 2.19% | Aumentadas |
|
| 578 |
Wolverine Asset Management
Chicago,
Illinois
| USD 79.7 M | +USD 9.43 M | 10 | 1.58% | Aumentadas |
|
| 579 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 79.1 M | +USD 4.48 M | 1 | 2.06% | Aumentadas |
|
| 580 |
Broad Run Investment Management
Arlington,
Virginia
| USD 78.5 M | +USD 5.41 M | 2 | 5.95% | Aumentadas |
|
| 581 |
Amica Mutual Insurance
Providence,
Rhode Island
| USD 78.3 M | USD 0 | 7 | 6.29% | Mantenido |
|
| 582 |
Scopia Capital Management
New York
| USD 77.5 M | -USD 21.7 M | 1 | 2.36% | Reducidas |
|
| 583 |
Stack Financial Management
Whitefish,
Montana
| USD 77 M | +USD 259 k | 3 | 10.21% | Aumentadas |
|
| 584 |
SCM
Suffolk Capital Management
New York
| USD 76.6 M | +USD 23.2 M | 5 | 9.58% | Aumentadas |
|
| 585 |
Nippon Life Global Investors Americas
New York
| USD 76.6 M | +USD 325 k | 7 | 7.56% | Aumentadas |
|
| 586 |
JHL Capital Group
Chicago,
Illinois
| USD 76.5 M | +USD 6.37 M | 1 | 6.86% | Aumentadas |
|
| 587 |
CR Intrinsic Investors
Stamford,
Connecticut
| USD 76.4 M | +USD 19.2 M | 2 | 3.32% | Aumentadas |
|
| 588 |
Acadian Asset Management
Boston,
Massachusetts
| USD 76.1 M | -USD 25.1 M | 6 | 0.42% | Reducidas |
|
| 589 |
Eminence Capital
New York
| USD 75.8 M | +USD 68.7 M | 1 | 1.34% | Nuevas |
|
| 590 |
Sumitomo Life Insurance
Tokyo,
Japan
| USD 75.5 M | -USD 1.9 M | 6 | 6.79% | Reducidas |
|
| 591 |
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 75.2 M | +USD 2.04 M | 3 | 2.45% | Aumentadas |
|
| 592 |
Wilmington Savings Fund Society
Wilmington,
Delaware
| USD 74.5 M | -USD 1.83 M | 5 | 4.19% | Reducidas |
|
| 593 |
Miller Value Partners
Sarasota,
Florida
| USD 74.5 M | +USD 10.9 M | 2 | 3.38% | Aumentadas |
|
| 594 |
GA
Greenhaven Associates
Purchase,
New York
| USD 74.4 M | +USD 3 M | 1 | 1.56% | Aumentadas |
|
| 595 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 73.3 M | -USD 11.7 M | 7 | 3.25% | Reducidas |
|
| 596 |
Jupiter Asset Management
London,
United Kingdom
| USD 73.1 M | -USD 12.7 M | 3 | 2.84% | Reducidas |
|
| 597 |
Holowesko Partners
Nassau,
Bahamas
| USD 72.5 M | +USD 10.1 M | 1 | 5.15% | Aumentadas |
|
| 598 |
Consulta
London,
United Kingdom
| USD 72.5 M | USD 0 | 1 | 10.53% | Mantenido |
|
| 599 |
ID
Integral Derivatives
New York
| USD 72.3 M | +USD 66.5 M | 7 | 1% | Nuevas |
|
| 600 |
Academy Capital Management
Waco,
Texas
| USD 71.5 M | -USD 481 k | 4 | 16.31% | Reducidas |
|