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 |
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 182 M | -USD 4.76 M | 7 | 9.84% | Reducidas |
|
| 677 |
Wedge Capital Management
Charlotte,
North Carolina
| USD 182 M | +USD 44 M | 7 | 2.5% | Aumentadas |
|
| 678 |
Bloom Tree Partners
New York
| USD 182 M | +USD 36.6 M | 3 | 21.86% | Aumentadas |
|
| 679 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| USD 182 M | -USD 6.34 M | 7 | 7.33% | Reducidas |
|
| 680 |
CK
Cohen Klingenstein
New York
| USD 181 M | -USD 658 k | 8 | 11.1% | Reducidas |
|
| 681 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 181 M | USD 0 | 4 | 24.87% | Mantenido |
|
| 682 |
Carillon Tower Advisers
St. Petersburg,
Florida
| USD 181 M | -USD 11.4 M | 6 | 1.39% | Reducidas |
|
| 683 |
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| USD 181 M | -USD 10.4 M | 18 | 13.15% | Reducidas |
|
| 684 |
Daiwa Securities Group
Tokyo,
Japan
| USD 180 M | USD 0 | 14 | 3.78% | Mantenido |
|
| 685 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 180 M | +USD 733 k | 4 | 5.11% | Aumentadas |
|
| 686 |
Tiedemann Advisors
New York
| USD 179 M | -USD 1.22 M | 6 | 9.54% | Reducidas |
|
| 687 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 179 M | -USD 3.01 M | 7 | 21.44% | Reducidas |
|
| 688 |
KAS
Kemnay Advisory Services
New York
| USD 179 M | +USD 210 k | 7 | 26.5% | Aumentadas |
|
| 689 |
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 178 M | -USD 2.17 M | 2 | 18.79% | Reducidas |
|
| 690 |
Honeycomb Asset Management
New York
| USD 178 M | +USD 92.4 M | 4 | 21.05% | Aumentadas |
|
| 691 |
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 176 M | -USD 7.58 M | 4 | 17.25% | Reducidas |
|
| 692 |
Segantii Capital Management
Hong Kong
| USD 176 M | +USD 170 M | 2 | 12.4% | Nuevas |
|
| 693 |
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 175 M | -USD 4.16 M | 5 | 31.87% | Reducidas |
|
| 694 |
Trinity Street Asset Management
London,
United Kingdom
| USD 175 M | -USD 5.66 M | 4 | 25.92% | Reducidas |
|
| 695 |
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 175 M | +USD 49 M | 7 | 16.36% | Aumentadas |
|
| 696 |
TCTC Holdings
Dallas,
Texas
| USD 174 M | -USD 4.56 M | 9 | 10.31% | Reducidas |
|
| 697 |
ING Group
Amsterdam,
Netherlands
| USD 174 M | -USD 461 M | 7 | 7.48% | Reducidas |
|
| 698 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 173 M | -USD 1.63 M | 8 | 10.06% | Reducidas |
|
| 699 |
Covington Capital Management
Los Angeles,
California
| USD 173 M | -USD 4.21 M | 11 | 9.62% | Reducidas |
|
| 700 |
Stratos Wealth Partners
Beachwood,
Ohio
| USD 173 M | +USD 14.3 M | 12 | 6.16% | Aumentadas |
|