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 |
Summitry LLC
Foster City,
California
| USD 101 M | +USD 647 k | 4 | 10.7% | Aumentadas |
|
| 627 |
AA
Antipodean Advisors
New York
| USD 101 M | +USD 16.2 M | 2 | 14.75% | Aumentadas |
|
| 628 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 101 M | -USD 1.91 M | 10 | 5.12% | Reducidas |
|
| 629 |
Thompson Siegel & Walmsley
Richmond,
Virginia
| USD 100 M | +USD 27.1 M | 10 | 1.81% | Aumentadas |
|
| 630 |
PC
PM Capital
Sydney,
Australia
| USD 100 M | -USD 3.09 M | 2 | 16.02% | Reducidas |
|
| 631 |
JC
Joho Capital
New York
| USD 100 M | +USD 58.9 k | 4 | 27.93% | Aumentadas |
|
| 632 |
Weitz Investment Management
Omaha,
Nebraska
| USD 99 M | -USD 87.8 M | 5 | 3.37% | Reducidas |
|
| 633 |
Barings
Charlotte,
North Carolina
| USD 97.9 M | +USD 7.28 M | 8 | 2.45% | Aumentadas |
|
| 634 |
MCMC
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 97.7 M | +USD 30.4 M | 1 | 4.4% | Aumentadas |
|
| 635 |
Douglass Winthrop Advisors
New York
| USD 97.5 M | -USD 6.64 M | 7 | 7.23% | Reducidas |
|
| 636 |
SC
SRB Corp
Boston,
Massachusetts
| USD 97.3 M | -USD 12.6 M | 1 | 15.8% | Reducidas |
|
| 637 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| USD 97 M | +USD 8.07 M | 8 | 6.23% | Aumentadas |
|
| 638 |
Gabelli Funds
Rye,
New York
| USD 97 M | -USD 54.6 M | 5 | 0.59% | Reducidas |
|
| 639 |
Capital Growth Management
Boston,
Massachusetts
| USD 96.9 M | +USD 69.4 M | 1 | 3.25% | Aumentadas |
|
| 640 |
Zacks Investment Management
Chicago,
Illinois
| USD 96.8 M | +USD 21.1 M | 6 | 3.17% | Aumentadas |
|
| 641 |
Becker Capital Management
Portland,
Oregon
| USD 96.5 M | +USD 15.6 M | 6 | 4.24% | Aumentadas |
|
| 642 |
MI
Markston International
White Plains,
New York
| USD 94.5 M | -USD 4.04 M | 8 | 8.08% | Reducidas |
|
| 643 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 94.3 M | -USD 1.81 M | 6 | 10.29% | Reducidas |
|
| 644 |
Confluence Investment Management
St. Louis,
Missouri
| USD 94.1 M | -USD 2.84 M | 3 | 3.08% | Reducidas |
|
| 645 |
Rathbones Group
Liverpool,
United Kingdom
| USD 94 M | +USD 4.87 M | 7 | 5.97% | Aumentadas |
|
| 646 |
DC
Deere & Company
Moline,
Illinois
| USD 93.9 M | -USD 2.4 M | 8 | 5.48% | Reducidas |
|
| 647 |
Conning Inc
Hartford,
Connecticut
| USD 93.8 M | +USD 12.6 k | 8 | 4.01% | Aumentadas |
|
| 648 |
WesBanco Bank
Wheeling,
West Virginia
| USD 93.6 M | -USD 366 k | 7 | 5.54% | Reducidas |
|
| 649 |
Think Investments
San Francisco,
California
| USD 92.8 M | +USD 37 M | 2 | 26.28% | Aumentadas |
|
| 650 |
IronBridge Capital Management
Oakbrook Terrace,
Illinois
| USD 92.7 M | -USD 8.55 M | 4 | 3.66% | Reducidas |
|