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 |
Ariel Investments
Chicago,
Illinois
| USD 80.3 M | +USD 14.2 k | 3 | 1.04% | Aumentadas |
|
| 602 |
Nippon Life Global Investors Americas
New York
| USD 80.2 M | +USD 2.74 M | 5 | 7.58% | Aumentadas |
|
| 603 |
Jericho Capital Asset Management
New York
| USD 80.1 M | +USD 81 M | 1 | 5.03% | Nuevas |
|
| 604 |
LMCG Investments
Boston,
Massachusetts
| USD 79.8 M | +USD 119 k | 6 | 1.79% | Aumentadas |
|
| 605 |
Klingenstein Fields & Co
New York
| USD 79.5 M | -USD 312 k | 5 | 3.47% | Reducidas |
|
| 606 |
Hudson Edge Investment Partners
Jersey City,
New Jersey
| USD 79.2 M | -USD 30.5 M | 3 | 2.91% | Reducidas |
|
| 607 |
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| USD 79 M | -USD 6.88 M | 2 | 0.79% | Reducidas |
|
| 608 |
Shapiro Capital Management
Atlanta,
Georgia
| USD 78.6 M | -USD 24.7 M | 1 | 2.06% | Reducidas |
|
| 609 |
Douglass Winthrop Advisors
New York
| USD 78.6 M | +USD 1.39 M | 5 | 7.25% | Aumentadas |
|
| 610 |
MC
Maplelane Capital
New York
| USD 78.5 M | +USD 36.5 M | 3 | 2.84% | Aumentadas |
|
| 611 |
Congress Asset Management
Boston,
Massachusetts
| USD 78.2 M | +USD 10.1 M | 5 | 2% | Aumentadas |
|
| 612 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 77.3 M | +USD 1.67 M | 6 | 3.13% | Aumentadas |
|
| 613 |
BloombergSen
Toronto,
Ontario, Canada
| USD 77.1 M | USD 0 | 1 | 5.7% | Mantenido |
|
| 614 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 77.1 M | -USD 80.3 M | 3 | 0.41% | Reducidas |
|
| 615 |
Markel Group
Glen Allen,
Virginia
| USD 76.9 M | USD 0 | 3 | 2.17% | Mantenido |
|
| 616 |
YCMGA
York Capital Management Global Advisors
New York
| USD 76.4 M | +USD 77.2 M | 1 | 0.77% | Nuevas |
|
| 617 |
Amica Mutual Insurance
Providence,
Rhode Island
| USD 76 M | USD 0 | 7 | 6.07% | Mantenido |
|
| 618 |
Wilmington Savings Fund Society
Wilmington,
Delaware
| USD 75.9 M | -USD 920 k | 5 | 4.3% | Reducidas |
|
| 619 |
GA
Greenhaven Associates
Purchase,
New York
| USD 75.7 M | -USD 517 k | 1 | 1.45% | Reducidas |
|
| 620 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 75.3 M | +USD 544 k | 5 | 4.95% | Aumentadas |
|
| 621 |
Conning Inc
Hartford,
Connecticut
| USD 75.3 M | -USD 1.27 M | 7 | 3.94% | Reducidas |
|
| 622 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 75.2 M | USD 0 | 2 | 4.93% | Mantenido |
|
| 623 |
SIM
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 74.8 M | -USD 1.28 M | 8 | 3.83% | Reducidas |
|
| 624 |
TCM
Tiger Consumer Management
New York
| USD 74.7 M | -USD 32.9 M | 1 | 3.73% | Reducidas |
|
| 625 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 74.7 M | -USD 777 k | 4 | 6% | Reducidas |
|