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 | |
|---|---|---|---|---|---|---|---|
| 651 |
GCM
GoodHaven Capital Management
Millburn,
New Jersey
| USD 50.4 M | +USD 1.52 M | 2 | 11.94% | Aumentadas |
|
| 652 |
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 50.2 M | +USD 27.4 M | 6 | 7.05% | Aumentadas |
|
| 653 |
Lombard Odier Asset Management (USA)
New York
| USD 50.1 M | -USD 6.21 M | 2 | 2.51% | Reducidas |
|
| 654 |
HCM
Hayman Capital Management
Dallas,
Texas
| USD 49.9 M | +USD 49.3 M | 1 | 12.23% | Nuevas |
|
| 655 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 49.8 M | +USD 32.3 M | 2 | 4.71% | Aumentadas |
|
| 656 |
ASA
Armstrong Shaw Associates
New Canaan,
Connecticut
| USD 49.8 M | -USD 259 k | 1 | 2.02% | Reducidas |
|
| 657 |
MCMC
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 49.4 M | -USD 23.8 M | 1 | 4.12% | Reducidas |
|
| 658 |
Boston Advisors
Boston,
Massachusetts
| USD 49.2 M | +USD 1.87 M | 7 | 2.61% | Aumentadas |
|
| 659 |
KCP
Kenmare Capital Partners
New York
| USD 49 M | -USD 8.85 M | 2 | 23.78% | Reducidas |
|
| 660 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 48.6 M | -USD 8.38 M | 5 | 5.3% | Reducidas |
|
| 661 |
SWITC
Stewart West Indies Trading Company
Boulder,
Colorado
| USD 48.6 M | +USD 26.6 M | 2 | 5.56% | Aumentadas |
|
| 662 |
WI
Wafra Inc
New York
| USD 48.5 M | -USD 26.7 M | 4 | 7.06% | Reducidas |
|
| 663 |
CBCM
Cook & Bynum Capital Management
Birmingham,
Alabama
| USD 48.5 M | +USD 3.29 M | 1 | 30.57% | Aumentadas |
|
| 664 |
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
| USD 48.4 M | -USD 2.6 M | 5 | 3.97% | Reducidas |
|
| 665 |
Osborne Partners Capital Management
San Francisco,
California
| USD 48.2 M | +USD 15.7 k | 4 | 6.72% | Aumentadas |
|
| 666 |
HBK Investments
Dallas,
Texas
| USD 48 M | -USD 11.6 M | 5 | 0.7% | Reducidas |
|
| 667 |
St. James Investment Company
Southlake,
Texas
| USD 47.8 M | -USD 548 k | 1 | 5.36% | Reducidas |
|
| 668 |
Confluence Investment Management
St. Louis,
Missouri
| USD 47 M | +USD 4.35 M | 3 | 2.91% | Aumentadas |
|
| 669 |
First Foundation Advisors
Irvine,
California
| USD 46.9 M | +USD 11 M | 4 | 7.29% | Aumentadas |
|
| 670 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 46.9 M | +USD 635 k | 5 | 10.75% | Aumentadas |
|
| 671 |
Palladium Partners
Norfolk,
Virginia
| USD 46.8 M | +USD 271 k | 5 | 4.74% | Aumentadas |
|
| 672 |
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| USD 46.7 M | -USD 1.21 M | 5 | 4.11% | Reducidas |
|
| 673 |
Creative Planning
Overland Park,
Kansas
| USD 46.6 M | +USD 6.08 M | 11 | 0.92% | Aumentadas |
|
| 674 |
IHL
Investment House LLC
Redondo Beach,
California
| USD 46.5 M | -USD 7.4 M | 5 | 9.41% | Reducidas |
|
| 675 |
Brighton Jones LLC
Seattle,
Washington
| USD 46.5 M | -USD 2.08 M | 5 | 12.17% | Reducidas |
|