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 | |
|---|---|---|---|---|---|---|---|
| 601 |
Barings
Charlotte,
North Carolina
| USD 60.1 M | -USD 8.57 M | 9 | 2.58% | Reducidas |
|
| 602 |
Sigma Capital Management
Stamford,
Connecticut
| USD 59.5 M | -USD 12.5 M | 3 | 2.49% | Reducidas |
|
| 603 |
Huber Capital Management
El Segundo,
California
| USD 59.1 M | -USD 8.32 M | 2 | 2.05% | Reducidas |
|
| 604 |
Cannell & Co
New York
| USD 59 M | +USD 2.96 M | 3 | 3.19% | Aumentadas |
|
| 605 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 59 M | -USD 1.13 M | 1 | 0.99% | Reducidas |
|
| 606 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 59 M | +USD 984 k | 4 | 5.56% | Aumentadas |
|
| 607 |
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 58.6 M | -USD 18 M | 5 | 4.21% | Reducidas |
|
| 608 |
Odey Asset Management Group
London,
United Kingdom
| USD 58.5 M | +USD 17.6 M | 2 | 1.55% | Aumentadas |
|
| 609 |
Farr Miller & Washington
Washington,
District of Columbia
| USD 58.2 M | -USD 916 k | 5 | 9.28% | Reducidas |
|
| 610 |
Estabrook Capital Management
New York
| USD 58.2 M | -USD 3.37 M | 6 | 6.35% | Reducidas |
|
| 611 |
Sandler Capital Management
New York
| USD 58.2 M | +USD 58 M | 1 | 1.84% | Aumentadas |
|
| 612 |
Park National Corp
Newark,
Ohio
| USD 58.1 M | +USD 2.02 M | 5 | 4.44% | Aumentadas |
|
| 613 |
Pinnacle Associates
New York
| USD 57.9 M | -USD 1.39 M | 7 | 1.2% | Reducidas |
|
| 614 |
Banyan Partners
Palm Beach Gardens,
Florida
| USD 57.8 M | +USD 18 M | 5 | 5.11% | Aumentadas |
|
| 615 |
JMH
J.M. Hartwell
New York
| USD 57.8 M | -USD 3.87 M | 3 | 12.99% | Reducidas |
|
| 616 |
Douglass Winthrop Advisors
New York
| USD 57.4 M | +USD 4.93 M | 5 | 6.66% | Aumentadas |
|
| 617 |
Becker Capital Management
Portland,
Oregon
| USD 57.4 M | +USD 3.51 M | 4 | 2.63% | Aumentadas |
|
| 618 |
Broad Run Investment Management
Arlington,
Virginia
| USD 56.7 M | +USD 6.2 M | 1 | 5.21% | Aumentadas |
|
| 619 |
BOK Financial
Tulsa,
Oklahoma
| USD 56.1 M | -USD 2.91 M | 7 | 2.04% | Reducidas |
|
| 620 |
Huntington Steele
Oaks,
Pennsylvania
| USD 55.9 M | +USD 732 k | 3 | 28.48% | Aumentadas |
|
| 621 |
Chubb Corp
Warren,
New Jersey
| USD 55.9 M | USD 0 | 3 | 3.1% | Mantenido |
|
| 622 |
SCM
Stux Capital Management
New York
| USD 55.7 M | -USD 2.59 M | 9 | 7.4% | Reducidas |
|
| 623 |
CAM
Contour Asset Management
New York
| USD 55.4 M | +USD 9.5 M | 2 | 3.08% | Aumentadas |
|
| 624 |
Holowesko Partners
Nassau,
Bahamas
| USD 55.3 M | -USD 2.45 M | 1 | 5.69% | Reducidas |
|
| 625 |
Jag Capital Management
St Louis,
Missouri
| USD 55.2 M | +USD 1.26 M | 6 | 12.23% | Aumentadas |
|