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 | |
|---|---|---|---|---|---|---|---|
| 701 |
PCM
Palestra Capital Management
New York
| USD 55.8 M | +USD 14.9 M | 1 | 4.87% | Aumentadas |
|
| 702 |
Douglass Winthrop Advisors
New York
| USD 55.6 M | -USD 15.1 M | 5 | 4.96% | Reducidas |
|
| 703 |
TGI
Tradewinds Global Investors
Los Angeles,
California
| USD 55.6 M | +USD 4.99 M | 1 | 2.26% | Aumentadas |
|
| 704 |
EC
Everest Capital
Miami,
Florida
| USD 55.6 M | -USD 4.23 M | 1 | 8.56% | Reducidas |
|
| 705 |
Avenir Corporation
Alexandria,
Virginia
| USD 55.1 M | -USD 592 k | 1 | 4.17% | Reducidas |
|
| 706 |
Hikari Tsushin Inc
Tokyo,
Japan
| USD 55.1 M | -USD 259 k | 3 | 10.16% | Reducidas |
|
| 707 |
Farr Miller & Washington
Washington,
District of Columbia
| USD 54.9 M | +USD 2.06 M | 4 | 6.39% | Aumentadas |
|
| 708 |
Davidson Kempner Capital Management
New York
| USD 54.8 M | -USD 3.85 M | 1 | 1.02% | Reducidas |
|
| 709 |
JCM
Jag Capital Management
St Louis,
Missouri
| USD 54.6 M | -USD 5.15 M | 6 | 10.02% | Reducidas |
|
| 710 |
Clal Insurance
Tel-Aviv,
Israel
| USD 54.5 M | +USD 55.5 M | 1 | 1.3% | Nuevas |
|
| 711 |
CAM
Contour Asset Management
New York
| USD 54.4 M | +USD 7.36 M | 2 | 3.14% | Aumentadas |
|
| 712 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 54 M | +USD 8.82 M | 10 | 1.67% | Aumentadas |
|
| 713 |
New Mountain Vantage Advisers
New York
| USD 54 M | +USD 6.46 M | 1 | 2.34% | Aumentadas |
|
| 714 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 53.9 M | -USD 297 k | 5 | 10.21% | Reducidas |
|
| 715 |
Braun Stacey Associates
New York
| USD 53.6 M | -USD 3.4 M | 3 | 3.26% | Reducidas |
|
| 716 |
Nippon Life Insurance
Tokyo,
Japan
| USD 53.5 M | -USD 1.99 M | 7 | 1.31% | Reducidas |
|
| 717 |
Estabrook Capital Management
New York
| USD 53.4 M | -USD 2.41 M | 5 | 5.88% | Reducidas |
|
| 718 |
Osborne Partners Capital Management
San Francisco,
California
| USD 53.2 M | +USD 40.2 k | 5 | 6.44% | Aumentadas |
|
| 719 |
Shelton Capital Management
Denver,
Colorado
| USD 53.2 M | +USD 10.5 M | 8 | 6.2% | Aumentadas |
|
| 720 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 53.1 M | -USD 3.55 M | 5 | 2.14% | Reducidas |
|
| 721 |
Jane Street
New York
| USD 53 M | +USD 11.8 M | 9 | 0.4% | Aumentadas |
|
| 722 |
Glenview Trust
Louisville,
Kentucky
| USD 52.6 M | +USD 53.9 M | 5 | 5.61% | Nuevas |
|
| 723 |
Palladium Partners
Norfolk,
Virginia
| USD 52.5 M | -USD 9.6 M | 4 | 4.55% | Reducidas |
|
| 724 |
Ascend Capital
Orinda,
California
| USD 52.1 M | -USD 60.7 M | 1 | 2% | Reducidas |
|
| 725 |
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 52 M | +USD 856 k | 6 | 6.19% | Aumentadas |
|