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 |
PFC
Poplar Forest Capital
Pasadena,
California
| USD 166 M | -USD 3.12 M | 5 | 12.05% | Reducidas |
|
| 602 |
Cooperman Leon G
| USD 165 M | USD 0 | 3 | 9.81% | Mantenido |
|
| 603 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| USD 165 M | +USD 8.52 M | 8 | 3.49% | Aumentadas |
|
| 604 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 165 M | +USD 1.57 M | 6 | 9.05% | Aumentadas |
|
| 605 |
Steward Partners Investment Advisory
New York
| USD 164 M | -USD 7.73 M | 20 | 6.01% | Reducidas |
|
| 606 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 163 M | USD 0 | 2 | 5.98% | Mantenido |
|
| 607 |
Newbrook Capital Advisors
New York
| USD 163 M | +USD 55.6 M | 3 | 12.19% | Aumentadas |
|
| 608 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 163 M | -USD 5.67 M | 3 | 12.19% | Reducidas |
|
| 609 |
AI
ArchPoint Investors
Coral Gables,
Florida
| USD 163 M | +USD 23.1 M | 4 | 51.51% | Aumentadas |
|
| 610 |
NAYA Capital Management (UK)
London,
United Kingdom
| USD 163 M | +USD 13.2 M | 1 | 12.71% | Aumentadas |
|
| 611 |
Cortland Advisers
Wilmington,
Delaware
| USD 162 M | -USD 16.2 M | 1 | 7.54% | Reducidas |
|
| 612 |
Washington Trust
Westerly,
Rhode Island
| USD 162 M | +USD 95.2 k | 8 | 8.85% | Aumentadas |
|
| 613 |
FCM
Flinton Capital Management
Philadelphia,
Pennsylvania
| USD 161 M | +USD 2.14 M | 7 | 5.07% | Aumentadas |
|
| 614 |
JMH
J.M. Hartwell
New York
| USD 161 M | +USD 1.19 M | 5 | 29.73% | Aumentadas |
|
| 615 |
Quantitative Investment Management
Charlottesville,
Virginia
| USD 161 M | +USD 19.6 M | 6 | 6.23% | Aumentadas |
|
| 616 |
Carillon Tower Advisers
St. Petersburg,
Florida
| USD 160 M | -USD 18.1 M | 5 | 1.1% | Reducidas |
|
| 617 |
Meyer Handelman Company
Rye Brook,
New York
| USD 159 M | -USD 2.62 M | 8 | 8.16% | Reducidas |
|
| 618 |
HMI Capital Management
San Francisco,
California
| USD 159 M | +USD 45.1 M | 1 | 16.18% | Aumentadas |
|
| 619 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| USD 159 M | -USD 41.3 M | 3 | 3.15% | Reducidas |
|
| 620 |
Northeast Investment Management
Boston,
Massachusetts
| USD 158 M | -USD 996 k | 8 | 12.58% | Reducidas |
|
| 621 |
Myriad Asset Management
North Point,
Hong Kong
| USD 158 M | +USD 11.4 M | 2 | 14.79% | Aumentadas |
|
| 622 |
WesBanco Bank
Wheeling,
West Virginia
| USD 157 M | -USD 1.35 M | 9 | 7.68% | Reducidas |
|
| 623 |
TAA
TB Alternative Assets
Grand Cayman,
Cayman Islands
| USD 156 M | +USD 141 M | 3 | 33.89% | Aumentadas |
|
| 624 |
CC
Cederberg Capital
London,
United Kingdom
| USD 155 M | +USD 45.8 M | 1 | 39.7% | Aumentadas |
|
| 625 |
GW&K Investment Management
Boston,
Massachusetts
| USD 155 M | -USD 561 k | 4 | 2.35% | Reducidas |
|