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 |
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| USD 229 M | +USD 155 M | 4 | 37.54% | Aumentadas |
|
| 627 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 228 M | -USD 1.67 M | 2 | 6.96% | Reducidas |
|
| 628 |
BAM
Barrett Asset Management
New York
| USD 228 M | -USD 523 k | 8 | 13.43% | Reducidas |
|
| 629 |
Baupost Group
Boston,
Massachusetts
| USD 227 M | -USD 91.7 M | 1 | 2.46% | Reducidas |
|
| 630 |
RG
Riverstone Group
Richmond,
Virginia
| USD 226 M | USD 0 | 1 | 43.96% | Mantenido |
|
| 631 |
Investment House LLC
Redondo Beach,
California
| USD 225 M | +USD 1.55 M | 9 | 17.62% | Aumentadas |
|
| 632 |
Hancock Whitney
Gulfport,
Mississippi
| USD 224 M | -USD 2.23 M | 9 | 8.27% | Reducidas |
|
| 633 |
Montag & Caldwell
Atlanta,
Georgia
| USD 224 M | -USD 19 M | 5 | 13.6% | Reducidas |
|
| 634 |
SQN Investors
Menlo Park,
California
| USD 222 M | -USD 10.8 M | 2 | 15.47% | Reducidas |
|
| 635 |
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 221 M | +USD 2.43 M | 6 | 19.49% | Aumentadas |
|
| 636 |
Great Lakes Advisors
Chicago,
Illinois
| USD 220 M | +USD 1.18 M | 7 | 4.67% | Aumentadas |
|
| 637 |
Castleark Management
Chicago,
Illinois
| USD 219 M | -USD 97.2 M | 6 | 8.59% | Reducidas |
|
| 638 |
Lannebo Fonder
Stockholm,
Sweden
| USD 219 M | +USD 22.3 M | 6 | 31.15% | Aumentadas |
|
| 639 |
Busey Bank
Urbana,
Illinois
| USD 218 M | -USD 9.05 M | 7 | 13.92% | Reducidas |
|
| 640 |
TenCore Partners
New York
| USD 218 M | -USD 5.16 M | 4 | 48.08% | Reducidas |
|
| 641 |
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 218 M | +USD 612 k | 14 | 16.64% | Aumentadas |
|
| 642 |
WCM Investment Management
Laguna Beach,
California
| USD 217 M | +USD 10.8 M | 3 | 0.76% | Aumentadas |
|
| 643 |
BPIH
Broad Peak Investment Holdings
Singapore
| USD 216 M | USD 0 | 1 | 14.95% | Mantenido |
|
| 644 |
CPWM LLC
Seattle,
Washington
| USD 215 M | +USD 507 k | 9 | 22.64% | Aumentadas |
|
| 645 |
Braun Stacey Associates
New York
| USD 215 M | -USD 2.28 M | 5 | 11.5% | Reducidas |
|
| 646 |
Coldstream Capital Management
Bellevue,
Washington
| USD 215 M | -USD 2.95 M | 7 | 17.9% | Reducidas |
|
| 647 |
Abrams Capital Management
Boston,
Massachusetts
| USD 215 M | USD 0 | 1 | 6.78% | Mantenido |
|
| 648 |
Gotham Asset Management
New York
| USD 214 M | -USD 29.6 M | 11 | 6.87% | Reducidas |
|
| 649 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 213 M | -USD 2.64 M | 12 | 10.23% | Reducidas |
|
| 650 |
Cannell & Spears
New York
| USD 212 M | -USD 793 k | 7 | 20.23% | Reducidas |
|