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 |
CC
Carbonado Capital
New York
| USD 86.1 M | +USD 19.4 M | 2 | 18.6% | Aumentadas |
|
| 702 |
CC
Carlson Capital
Dallas,
Texas
| USD 85.4 M | +USD 42.6 M | 2 | 1.08% | Aumentadas |
|
| 703 |
Tudor Investment Corp
Stamford,
Connecticut
| USD 85.1 M | +USD 50.5 M | 13 | 1.99% | Aumentadas |
|
| 704 |
BAM
Barrett Asset Management
New York
| USD 84.9 M | -USD 288 k | 7 | 7.14% | Reducidas |
|
| 705 |
ACPU
Arrowgrass Capital Partners (US)
Dover,
Delaware
| USD 84.7 M | -USD 23.7 M | 7 | 1.13% | Reducidas |
|
| 706 |
Inverness Counsel
New York
| USD 84.5 M | -USD 1.12 M | 4 | 6.65% | Reducidas |
|
| 707 |
Stack Financial Management
Whitefish,
Montana
| USD 84 M | +USD 862 k | 3 | 9.79% | Aumentadas |
|
| 708 |
Torray Investment Partners
Bethesda,
Maryland
| USD 83.4 M | -USD 34.9 M | 6 | 9.16% | Reducidas |
|
| 709 |
VSI
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 82.7 M | -USD 44.4 M | 4 | 8.52% | Reducidas |
|
| 710 |
IHL
Investment House LLC
Redondo Beach,
California
| USD 82.3 M | +USD 3.31 M | 7 | 12.37% | Aumentadas |
|
| 711 |
PC
PM Capital
Sydney,
Australia
| USD 82.1 M | -USD 14.7 M | 2 | 13.21% | Reducidas |
|
| 712 |
Formuepleje A/S
Aarhus C,
Denmark
| USD 82 M | -USD 2.47 M | 3 | 11.08% | Reducidas |
|
| 713 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 82 M | +USD 967 k | 6 | 8.26% | Aumentadas |
|
| 714 |
Ascend Capital
Orinda,
California
| USD 81.9 M | +USD 46 M | 3 | 5.01% | Aumentadas |
|
| 715 |
Alta Capital Management
Salt Lake City,
Utah
| USD 81.2 M | -USD 2.57 M | 5 | 5.05% | Reducidas |
|
| 716 |
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 81 M | -USD 11.6 M | 6 | 3.88% | Reducidas |
|
| 717 |
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| USD 80.9 M | +USD 38.3 M | 2 | 7.17% | Aumentadas |
|
| 718 |
SCM
Stevens Capital Management
Radnor,
Pennsylvania
| USD 80.8 M | +USD 19.3 M | 10 | 3.36% | Aumentadas |
|
| 719 |
Personal Capital Advisors
Redwood City,
California
| USD 80.5 M | +USD 4.67 M | 6 | 2.71% | Aumentadas |
|
| 720 |
Obermeyer Wealth Partners
Aspen,
Colorado
| USD 79.9 M | -USD 814 k | 4 | 7.67% | Reducidas |
|
| 721 |
SCM
Somerset Capital Management
London,
United Kingdom
| USD 79.8 M | +USD 8.55 M | 1 | 21.64% | Aumentadas |
|
| 722 |
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 78.9 M | -USD 9.8 M | 6 | 6.83% | Reducidas |
|
| 723 |
Ingalls & Snyder LLC
New York
| USD 78.6 M | -USD 5.71 M | 8 | 4.38% | Reducidas |
|
| 724 |
SC
Stralem & Co
New York
| USD 78.5 M | +USD 8.31 M | 3 | 9.1% | Aumentadas |
|
| 725 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 77.3 M | +USD 1.75 M | 3 | 16.03% | Aumentadas |
|