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 |
Churchill Management
Los Angeles,
California
| USD 63.9 M | +USD 462 k | 4 | 2.51% | Aumentadas |
|
| 627 |
Estabrook Capital Management
New York
| USD 62.8 M | -USD 1.52 M | 5 | 6.39% | Reducidas |
|
| 628 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 62.6 M | +USD 5.36 M | 1 | 10.43% | Aumentadas |
|
| 629 |
HS
Huntington Steele
Oaks,
Pennsylvania
| USD 62.5 M | +USD 91.9 k | 4 | 28.34% | Aumentadas |
|
| 630 |
Pensioenfonds Rail & OV
Utrecht,
Netherlands
| USD 62.4 M | -USD 62.6 M | 1 | 2.64% | Reducidas |
|
| 631 |
Palladium Partners
Norfolk,
Virginia
| USD 62.2 M | +USD 8.69 M | 6 | 5.7% | Aumentadas |
|
| 632 |
Creative Planning
Overland Park,
Kansas
| USD 62.2 M | -USD 2.37 M | 12 | 0.94% | Reducidas |
|
| 633 |
JMH
J.M. Hartwell
New York
| USD 61.8 M | -USD 2 M | 3 | 12.78% | Reducidas |
|
| 634 |
Edgar Lomax Company
Kingstowne,
Virginia
| USD 61.5 M | -USD 4.11 M | 1 | 4.54% | Reducidas |
|
| 635 |
QI
Qualcomm Inc
San Diego,
California
| USD 61 M | -USD 701 k | 5 | 3.09% | Reducidas |
|
| 636 |
HBK Investments
Dallas,
Texas
| USD 61 M | +USD 14.9 M | 5 | 1.12% | Aumentadas |
|
| 637 |
R.M. Davis Inc
Portland,
Maine
| USD 60.8 M | -USD 1.61 M | 5 | 3.69% | Reducidas |
|
| 638 |
CP
Coho Partners
Berwyn,
Pennsylvania
| USD 60.7 M | +USD 6.23 M | 2 | 4.49% | Aumentadas |
|
| 639 |
Alleghany Corporation
New York
| USD 60.1 M | USD 0 | 4 | 2.46% | Mantenido |
|
| 640 |
CBCM
Cook & Bynum Capital Management
Birmingham,
Alabama
| USD 59.7 M | USD 0 | 1 | 34.1% | Mantenido |
|
| 641 |
Advisors Asset Management
Monument,
Colorado
| USD 59.5 M | +USD 6.86 M | 9 | 0.9% | Aumentadas |
|
| 642 |
Quest Investment Management
Lake Oswego,
Oregon
| USD 59.3 M | -USD 2.52 M | 5 | 5.57% | Reducidas |
|
| 643 |
St. James Investment Company
Southlake,
Texas
| USD 59 M | +USD 652 k | 1 | 6.44% | Aumentadas |
|
| 644 |
Denver Investment Advisors
Denver,
Colorado
| USD 59 M | -USD 9.33 M | 8 | 1.73% | Reducidas |
|
| 645 |
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 58.8 M | -USD 10.5 M | 4 | 3.68% | Reducidas |
|
| 646 |
SCM
Suffolk Capital Management
New York
| USD 58.8 M | -USD 18.6 M | 5 | 7.28% | Reducidas |
|
| 647 |
Douglas C. Lane & Associates
New York
| USD 58.6 M | -USD 45.8 M | 4 | 1.88% | Reducidas |
|
| 648 |
Zweig-DiMenna Associates
New York
| USD 58.6 M | -USD 91.2 M | 3 | 3.46% | Reducidas |
|
| 649 |
Weiss Multi-Strategy Advisers
New York
| USD 58.5 M | +USD 20.1 M | 7 | 1.18% | Aumentadas |
|
| 650 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 58 M | +USD 1.08 M | 6 | 2.59% | Aumentadas |
|