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 | |
|---|---|---|---|---|---|---|---|
| 626 |
Alpha Wave Global
New York
| USD 66 M | USD 0 | 1 | 4.95% | Mantenido |
|
| 627 |
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 65.9 M | +USD 6.15 M | 8 | 3.56% | Aumentadas |
|
| 628 |
Qualcomm Inc
San Diego,
California
| USD 65 M | -USD 12.1 M | 5 | 3.38% | Reducidas |
|
| 629 |
Parallax Volatility Advisers
San Francisco,
California
| USD 64.4 M | +USD 30.6 M | 9 | 0.31% | Aumentadas |
|
| 630 |
UMB Bank
Kansas City,
Missouri
| USD 64.1 M | +USD 6.31 M | 5 | 3.52% | Aumentadas |
|
| 631 |
Cooke & Bieler
Philadelphia,
Pennsylvania
| USD 64 M | -USD 4.97 M | 2 | 1.46% | Reducidas |
|
| 632 |
Ingalls & Snyder LLC
New York
| USD 63.8 M | +USD 1.66 M | 6 | 3.52% | Aumentadas |
|
| 633 |
Churchill Management
Los Angeles,
California
| USD 63.6 M | +USD 42.8 M | 4 | 2.44% | Aumentadas |
|
| 634 |
Creative Planning
Overland Park,
Kansas
| USD 63.5 M | +USD 10.1 M | 13 | 1.08% | Aumentadas |
|
| 635 |
Pinnacle Associates
New York
| USD 63.4 M | -USD 583 k | 7 | 1.24% | Reducidas |
|
| 636 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 63.3 M | +USD 39.7 M | 9 | 0.49% | Aumentadas |
|
| 637 |
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 63 M | USD 0 | 1 | 4.52% | Mantenido |
|
| 638 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 62.7 M | +USD 1.38 M | 6 | 4.81% | Aumentadas |
|
| 639 |
Park National Corp
Newark,
Ohio
| USD 62.7 M | +USD 811 k | 5 | 4.47% | Aumentadas |
|
| 640 |
Cooper Investors
Melbourne, Victoria,
Australia
| USD 62.7 M | +USD 3.25 M | 2 | 13.73% | Aumentadas |
|
| 641 |
Becker Capital Management
Portland,
Oregon
| USD 62.5 M | -USD 1.92 M | 4 | 2.56% | Reducidas |
|
| 642 |
GoodHaven Capital Management
Millburn,
New Jersey
| USD 62.4 M | +USD 2.61 M | 2 | 12.84% | Aumentadas |
|
| 643 |
JMH
J.M. Hartwell
New York
| USD 62 M | -USD 4.33 M | 3 | 12.72% | Reducidas |
|
| 644 |
Jane Street
New York
| USD 61.9 M | +USD 46.4 M | 8 | 0.89% | Aumentadas |
|
| 645 |
Loews Corp
New York
| USD 61.5 M | -USD 20.7 M | 3 | 0.33% | Reducidas |
|
| 646 |
R.M. Davis Inc
Portland,
Maine
| USD 61.4 M | -USD 1.97 M | 5 | 3.76% | Reducidas |
|
| 647 |
Quest Investment Management
Lake Oswego,
Oregon
| USD 61.3 M | -USD 20.7 M | 5 | 5.3% | Reducidas |
|
| 648 |
Estabrook Capital Management
New York
| USD 60.6 M | -USD 1.68 M | 5 | 6.23% | Reducidas |
|
| 649 |
Thompson Siegel & Walmsley
Richmond,
Virginia
| USD 60.3 M | -USD 27.3 M | 6 | 1.41% | Reducidas |
|
| 650 |
Edgar Lomax Company
Kingstowne,
Virginia
| USD 60.2 M | +USD 26 M | 2 | 4.55% | Aumentadas |
|