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 | |
|---|---|---|---|---|---|---|---|
| 676 |
Becker Capital Management
Portland,
Oregon
| USD 83.9 M | -USD 9.9 M | 6 | 3.42% | Reducidas |
|
| 677 |
Martin Currie
Edinburgh,
United Kingdom
| USD 83.8 M | +USD 17.3 M | 5 | 8.08% | Aumentadas |
|
| 678 |
PCM
Prime Capital Management
Hong Kong
| USD 83.5 M | -USD 17.4 M | 2 | 45.84% | Reducidas |
|
| 679 |
EA
Euclid Advisors
Hartford,
Connecticut
| USD 83.1 M | -USD 31.6 M | 11 | 3.61% | Reducidas |
|
| 680 |
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 82.8 M | +USD 86.2 k | 6 | 3.68% | Aumentadas |
|
| 681 |
AC
Axon Capital
New York
| USD 82.6 M | -USD 2.57 M | 3 | 11.92% | Reducidas |
|
| 682 |
DF Dent & Co
Baltimore,
Maryland
| USD 82.5 M | +USD 7.09 M | 5 | 2.32% | Aumentadas |
|
| 683 |
Miller Howard Investments
Kingston,
New York
| USD 82.5 M | -USD 4.83 M | 1 | 1.48% | Reducidas |
|
| 684 |
CAM
Centre Asset Management
New York
| USD 82.4 M | +USD 529 k | 5 | 14.58% | Aumentadas |
|
| 685 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 82.2 M | +USD 566 k | 6 | 5.28% | Aumentadas |
|
| 686 |
SA
Smithwood Advisers
Los Angeles,
California
| USD 81.9 M | USD 0 | 1 | 35.21% | Mantenido |
|
| 687 |
HS
Huntington Steele
Oaks,
Pennsylvania
| USD 81.8 M | +USD 627 | 3 | 30.68% | Aumentadas |
|
| 688 |
Nippon Life Global Investors Americas
New York
| USD 81.8 M | -USD 517 k | 4 | 7.82% | Reducidas |
|
| 689 |
SIM
Stelliam Investment Management
New York
| USD 81.7 M | +USD 12.1 M | 1 | 2.83% | Aumentadas |
|
| 690 |
BOK Financial
Tulsa,
Oklahoma
| USD 81.7 M | +USD 2.71 M | 10 | 2.88% | Aumentadas |
|
| 691 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 81.3 M | +USD 3.53 M | 5 | 3.23% | Aumentadas |
|
| 692 |
Windward Capital Management
Los Angeles,
California
| USD 81.2 M | +USD 117 k | 5 | 15.74% | Aumentadas |
|
| 693 |
Northeast Investment Management
Boston,
Massachusetts
| USD 80.9 M | +USD 1.85 M | 7 | 8.14% | Aumentadas |
|
| 694 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 80.8 M | USD 0 | 2 | 4.56% | Mantenido |
|
| 695 |
Cullen Capital Management
New York
| USD 80.6 M | -USD 2.15 M | 2 | 2.84% | Reducidas |
|
| 696 |
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 80.6 M | +USD 3.13 M | 9 | 5.24% | Aumentadas |
|
| 697 |
Markel Group
Glen Allen,
Virginia
| USD 80.3 M | +USD 19.6 M | 5 | 2.12% | Aumentadas |
|
| 698 |
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 79.3 M | -USD 6.2 M | 5 | 6.86% | Reducidas |
|
| 699 |
MP
MSD Partners
New York
| USD 79.2 M | USD 0 | 1 | 5.16% | Mantenido |
|
| 700 |
Stack Financial Management
Whitefish,
Montana
| USD 79 M | -USD 536 k | 3 | 10.05% | Reducidas |
|