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 |
GA
Greenhaven Associates
Purchase,
New York
| USD 68.5 M | -USD 3.55 M | 1 | 1.3% | Reducidas |
|
| 602 |
Vision Capital Management
Portland,
Oregon
| USD 68.1 M | +USD 3.86 M | 4 | 8.13% | Aumentadas |
|
| 603 |
Academy Capital Management
Waco,
Texas
| USD 68 M | -USD 6.59 M | 4 | 13.92% | Reducidas |
|
| 604 |
Northeast Investment Management
Boston,
Massachusetts
| USD 67.9 M | -USD 2.45 M | 6 | 6.82% | Reducidas |
|
| 605 |
National Penn Investors Trust
Wyomissing,
Pennsylvania
| USD 67.9 M | -USD 3.4 M | 4 | 7.97% | Reducidas |
|
| 606 |
Wilmington Trust National Association
Wilmington,
Delaware
| USD 67.8 M | -USD 131 k | 6 | 2.34% | Reducidas |
|
| 607 |
TP
Theleme Partners
London,
United Kingdom
| USD 67.4 M | +USD 42.4 M | 1 | 4.48% | Aumentadas |
|
| 608 |
SCM
Suffolk Capital Management
New York
| USD 67.4 M | +USD 7.75 M | 5 | 8.14% | Aumentadas |
|
| 609 |
Smith Group Asset Management
Dallas,
Texas
| USD 67.3 M | -USD 13.6 M | 6 | 2.48% | Reducidas |
|
| 610 |
Zacks Investment Management
Chicago,
Illinois
| USD 67.3 M | -USD 4.96 M | 6 | 2.39% | Reducidas |
|
| 611 |
Congress Asset Management
Boston,
Massachusetts
| USD 67.2 M | -USD 8.85 M | 4 | 1.71% | Reducidas |
|
| 612 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 67.1 M | +USD 3.34 M | 1 | 10.27% | Aumentadas |
|
| 613 |
Palladium Partners
Norfolk,
Virginia
| USD 67 M | +USD 5.37 M | 4 | 5.96% | Aumentadas |
|
| 614 |
GCM
GoodHaven Capital Management
Millburn,
New Jersey
| USD 67 M | +USD 693 k | 2 | 11.99% | Aumentadas |
|
| 615 |
PFU
Parus Finance (UK)
London,
United Kingdom
| USD 67 M | +USD 20.5 M | 2 | 13.96% | Aumentadas |
|
| 616 |
Cooke & Bieler
Philadelphia,
Pennsylvania
| USD 66.8 M | -USD 2.59 M | 2 | 1.52% | Reducidas |
|
| 617 |
RIG
Roosevelt Investment Group
New York
| USD 66.7 M | +USD 47.9 M | 3 | 2.84% | Aumentadas |
|
| 618 |
Coronation Asset Management
Cape Town,
South Africa
| USD 66.2 M | +USD 59.8 M | 3 | 3.99% | Aumentadas |
|
| 619 |
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 66.2 M | -USD 2.46 M | 7 | 4.76% | Reducidas |
|
| 620 |
Synovus Financial
Columbus,
Georgia
| USD 66 M | -USD 1.16 M | 8 | 1.87% | Reducidas |
|
| 621 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 65.9 M | -USD 1.37 M | 6 | 4.65% | Reducidas |
|
| 622 |
Braun Stacey Associates
New York
| USD 65.9 M | -USD 8.37 M | 5 | 3.92% | Reducidas |
|
| 623 |
Sumitomo Life Insurance
Tokyo,
Japan
| USD 65.8 M | -USD 4.63 M | 6 | 6.29% | Reducidas |
|
| 624 |
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 65.7 M | +USD 7.07 M | 4 | 3.84% | Aumentadas |
|
| 625 |
IIM
Ivory Investment Management
New York
| USD 65.4 M | +USD 47 M | 1 | 1.86% | Aumentadas |
|