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 |
LMCG Investments
Boston,
Massachusetts
| USD 79.4 M | +USD 1.12 M | 6 | 1.73% | Aumentadas |
|
| 602 |
Cannell & Co
New York
| USD 78.9 M | -USD 6.79 M | 7 | 2.35% | Reducidas |
|
| 603 |
Capital Fund Management (CFM)
Paris,
France
| USD 78.6 M | -USD 24.4 M | 8 | 0.93% | Reducidas |
|
| 604 |
SCM
Steadfast Capital Management
New York
| USD 78.4 M | -USD 49.3 M | 1 | 1.22% | Reducidas |
|
| 605 |
Boston Advisors
Boston,
Massachusetts
| USD 78.2 M | +USD 8.98 M | 5 | 3.3% | Aumentadas |
|
| 606 |
Bridgewater Associates
Westport,
Connecticut
| USD 78.2 M | +USD 25.9 M | 7 | 0.62% | Aumentadas |
|
| 607 |
ALA
Atherton Lane Advisers
Menlo Park,
California
| USD 78 M | -USD 18.5 M | 8 | 4.27% | Reducidas |
|
| 608 |
Stack Financial Management
Whitefish,
Montana
| USD 77.3 M | +USD 69.5 k | 3 | 8.93% | Aumentadas |
|
| 609 |
Select Equity Group
New York
| USD 77.2 M | +USD 26.9 M | 3 | 0.72% | Aumentadas |
|
| 610 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 76.9 M | +USD 4.53 M | 7 | 2.96% | Aumentadas |
|
| 611 |
SIM
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 76.6 M | +USD 4.62 M | 8 | 3.71% | Aumentadas |
|
| 612 |
Summitry LLC
Foster City,
California
| USD 76 M | +USD 13.3 M | 3 | 8.4% | Aumentadas |
|
| 613 |
BAMCO Inc
New York
| USD 75.7 M | +USD 10.5 M | 5 | 0.3% | Aumentadas |
|
| 614 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 75.3 M | +USD 5.24 M | 2 | 4.59% | Aumentadas |
|
| 615 |
Amica Mutual Insurance
Providence,
Rhode Island
| USD 75.1 M | +USD 1.92 M | 7 | 5.85% | Aumentadas |
|
| 616 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 74.8 M | +USD 76.3 M | 8 | 8.91% | Nuevas |
|
| 617 |
UBS O'Connor
Chicago,
Illinois
| USD 74.7 M | -USD 87.3 M | 6 | 1.3% | Reducidas |
|
| 618 |
Broad Run Investment Management
Arlington,
Virginia
| USD 74.6 M | +USD 60.3 k | 1 | 5.21% | Aumentadas |
|
| 619 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 74.6 M | +USD 3.5 M | 5 | 4.71% | Aumentadas |
|
| 620 |
PIMC
Praesidium Investment Management Company
New York
| USD 74.4 M | +USD 7.25 M | 1 | 6.96% | Aumentadas |
|
| 621 |
Zacks Investment Management
Chicago,
Illinois
| USD 73.8 M | +USD 1.82 M | 6 | 2.39% | Aumentadas |
|
| 622 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 73.6 M | -USD 3.34 M | 3 | 3.98% | Reducidas |
|
| 623 |
Conning Inc
Hartford,
Connecticut
| USD 73.5 M | +USD 2.62 M | 7 | 3.59% | Aumentadas |
|
| 624 |
Voloridge Investment Management
Jupiter,
Florida
| USD 73 M | +USD 61.6 M | 6 | 4.29% | Aumentadas |
|
| 625 |
Ally Financial
Detroit,
Michigan
| USD 72.8 M | +USD 11.6 M | 7 | 8.03% | Aumentadas |
|