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 |
JFB Holdings Corp
Atlanta,
Georgia
| USD 93.8 M | -USD 2.6 M | 1 | 2.92% | Reducidas |
|
| 627 |
Voloridge Investment Management
Jupiter,
Florida
| USD 93.7 M | -USD 162 M | 3 | 2.68% | Reducidas |
|
| 628 |
JC
Joho Capital
New York
| USD 93.2 M | -USD 16.5 M | 2 | 25.37% | Reducidas |
|
| 629 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 93.1 M | +USD 1.24 M | 1 | 2.34% | Aumentadas |
|
| 630 |
Southpoint Capital Advisors
New York
| USD 93 M | +USD 54.1 M | 1 | 4.97% | Aumentadas |
|
| 631 |
Washington Trust
Westerly,
Rhode Island
| USD 92.3 M | -USD 1.19 M | 8 | 6.24% | Reducidas |
|
| 632 |
Weitz Investment Management
Omaha,
Nebraska
| USD 92.3 M | +USD 2.57 M | 4 | 3.4% | Aumentadas |
|
| 633 |
GLG LLC
New York
| USD 92.3 M | -USD 12 M | 8 | 6.94% | Reducidas |
|
| 634 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 92 M | -USD 2.12 M | 10 | 4.84% | Reducidas |
|
| 635 |
Shelton Capital Management
Denver,
Colorado
| USD 91.9 M | +USD 10 M | 9 | 8.1% | Aumentadas |
|
| 636 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 91.9 M | +USD 16.1 M | 6 | 1.39% | Aumentadas |
|
| 637 |
Barings
Charlotte,
North Carolina
| USD 91.9 M | -USD 11.7 M | 10 | 2.37% | Reducidas |
|
| 638 |
Conning Inc
Hartford,
Connecticut
| USD 91.4 M | -USD 3.84 M | 8 | 3.78% | Reducidas |
|
| 639 |
KCM
Kingstown Capital Management
New York
| USD 91.4 M | USD 0 | 1 | 10.36% | Mantenido |
|
| 640 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
| USD 91.3 M | -USD 13.5 M | 8 | 6.78% | Reducidas |
|
| 641 |
PC
PM Capital
Sydney,
Australia
| USD 91 M | -USD 2.08 M | 2 | 15.25% | Reducidas |
|
| 642 |
Cambridge Trust
Cambridge,
Massachusetts
| USD 90.9 M | +USD 4.56 M | 6 | 6.96% | Aumentadas |
|
| 643 |
TCM
Tekne Capital Management
New York
| USD 90.8 M | +USD 6.33 M | 3 | 24.58% | Aumentadas |
|
| 644 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 90.8 M | -USD 2.28 M | 5 | 6.95% | Reducidas |
|
| 645 |
Synovus Financial
Columbus,
Georgia
| USD 90.3 M | +USD 6.11 M | 10 | 2.08% | Aumentadas |
|
| 646 |
WestEnd Advisors
Charlotte,
North Carolina
| USD 90.3 M | -USD 3.49 M | 1 | 4.79% | Reducidas |
|
| 647 |
SC
SRB Corp
Boston,
Massachusetts
| USD 89.9 M | +USD 6.25 k | 2 | 13.77% | Aumentadas |
|
| 648 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 89.8 M | -USD 4.93 M | 6 | 7.58% | Reducidas |
|
| 649 |
Zweig-DiMenna Associates
New York
| USD 89.7 M | -USD 7.83 M | 3 | 9.16% | Reducidas |
|
| 650 |
Castleark Management
Chicago,
Illinois
| USD 89.5 M | -USD 24.9 M | 5 | 2.86% | Reducidas |
|