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 |
Braun Stacey Associates
New York
| USD 137 M | +USD 4.6 M | 6 | 8.79% | Aumentadas |
|
| 677 |
CF
Cypress Funds
Los Angeles,
California
| USD 136 M | +USD 9.32 M | 3 | 21.47% | Aumentadas |
|
| 678 |
SCCM
Schafer Cullen Capital Management
New York
| USD 136 M | -USD 30.3 M | 2 | 1.6% | Reducidas |
|
| 679 |
Badgley, Phelps & Bell
Seattle,
Washington
| USD 136 M | -USD 496 k | 7 | 7.93% | Reducidas |
|
| 680 |
Southpoint Capital Advisors
New York
| USD 135 M | +USD 37.9 M | 1 | 5.11% | Aumentadas |
|
| 681 |
Abrams Capital Management
Boston,
Massachusetts
| USD 134 M | USD 0 | 1 | 3.65% | Mantenido |
|
| 682 |
AKO Capital
London,
United Kingdom
| USD 134 M | +USD 1.84 M | 1 | 3.41% | Aumentadas |
|
| 683 |
BAM
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| USD 133 M | +USD 135 M | 1 | 41.31% | Aumentadas |
|
| 684 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 133 M | +USD 317 k | 4 | 22.32% | Aumentadas |
|
| 685 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 133 M | -USD 263 k | 7 | 17.35% | Reducidas |
|
| 686 |
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 133 M | -USD 296 k | 14 | 6.06% | Reducidas |
|
| 687 |
Vaughan David Investments
Peoria,
Illinois
| USD 132 M | -USD 1.27 M | 6 | 5.26% | Reducidas |
|
| 688 |
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 132 M | -USD 74.5 M | 7 | 9.19% | Reducidas |
|
| 689 |
CK
Cohen Klingenstein
New York
| USD 132 M | +USD 4.69 M | 8 | 9.39% | Aumentadas |
|
| 690 |
RWC Asset Management
London,
United Kingdom
| USD 132 M | -USD 24 M | 3 | 5.77% | Reducidas |
|
| 691 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 132 M | -USD 6.86 M | 5 | 6.47% | Reducidas |
|
| 692 |
Columbus Hill Capital Management
Short Hills,
New Jersey
| USD 131 M | +USD 3.37 M | 2 | 12.08% | Aumentadas |
|
| 693 |
Trillium Asset Management
Boston,
Massachusetts
| USD 131 M | -USD 1.26 M | 6 | 6.33% | Reducidas |
|
| 694 |
Atom Investors
Austin,
Texas
| USD 131 M | +USD 36.5 M | 9 | 8.53% | Aumentadas |
|
| 695 |
RG
Riverstone Group
Richmond,
Virginia
| USD 130 M | +USD 105 M | 1 | 52.14% | Aumentadas |
|
| 696 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 130 M | +USD 7.52 M | 10 | 11.45% | Aumentadas |
|
| 697 |
OI
Oakbrook Investments
Lisle,
Illinois
| USD 129 M | +USD 3.22 M | 9 | 7.76% | Aumentadas |
|
| 698 |
WhitTier Trust Company
Reno,
Nevada
| USD 129 M | -USD 491 k | 14 | 9.19% | Reducidas |
|
| 699 |
AIM
AIA Investment Management
Singapore
| USD 129 M | +USD 8.65 M | 1 | 39.79% | Aumentadas |
|
| 700 |
KAS
Kemnay Advisory Services
New York
| USD 129 M | -USD 1.83 M | 6 | 31.48% | Reducidas |
|