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 |
MAI
Marble Arch Investments
New York
| USD 100 M | +USD 100 M | 1 | 7.05% | Nuevas |
|
| 702 |
Stack Financial Management
Whitefish,
Montana
| USD 100 M | -USD 1.32 M | 3 | 10.43% | Reducidas |
|
| 703 |
HLC
Hunt Lane Capital
New York
| USD 100 M | +USD 55 M | 2 | 18.19% | Aumentadas |
|
| 704 |
BTP
Bloom Tree Partners
New York
| USD 100 M | -USD 857 k | 2 | 11.08% | Reducidas |
|
| 705 |
Pinnacle Associates
New York
| USD 100 M | +USD 6.76 M | 11 | 1.92% | Aumentadas |
|
| 706 |
OI
Oakbrook Investments
Lisle,
Illinois
| USD 99.2 M | -USD 1.75 M | 10 | 6.58% | Reducidas |
|
| 707 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 98.9 M | -USD 3.18 M | 6 | 3.4% | Reducidas |
|
| 708 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 98.1 M | +USD 285 k | 6 | 7.32% | Aumentadas |
|
| 709 |
General American Investors
New York
| USD 96.4 M | +USD 9.14 M | 4 | 9.76% | Aumentadas |
|
| 710 |
Formuepleje A/S
Aarhus C,
Denmark
| USD 95.7 M | +USD 2.67 M | 4 | 9.98% | Aumentadas |
|
| 711 |
GLG LLC
New York
| USD 95.7 M | +USD 9.32 M | 8 | 5.88% | Aumentadas |
|
| 712 |
Equity Investment Corp
Atlanta,
Georgia
| USD 95.6 M | -USD 9.22 M | 1 | 3.27% | Reducidas |
|
| 713 |
GCM
Glynn Capital Management
Menlo Park,
California
| USD 94.8 M | -USD 4.57 M | 4 | 25.51% | Reducidas |
|
| 714 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 94.8 M | -USD 268 k | 6 | 8.56% | Reducidas |
|
| 715 |
3CP
3G Capital Partners
New York
| USD 94.5 M | -USD 19.7 M | 1 | 7.61% | Reducidas |
|
| 716 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
| USD 94.5 M | +USD 9.38 M | 12 | 4.69% | Aumentadas |
|
| 717 |
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
| USD 94.5 M | +USD 23.8 M | 7 | 4.66% | Aumentadas |
|
| 718 |
Curi RMB Capital
Chicago,
Illinois
| USD 94 M | +USD 23.3 M | 6 | 2.69% | Aumentadas |
|
| 719 |
Westchester Capital Management (New York)
Valhalla,
New York
| USD 93.8 M | -USD 13.3 M | 1 | 2.81% | Reducidas |
|
| 720 |
Oaktree Capital Management
Los Angeles,
California
| USD 92.9 M | +USD 509 k | 2 | 1.52% | Aumentadas |
|
| 721 |
Natixis Investment Managers International
Paris,
France
| USD 92.8 M | +USD 6.78 M | 10 | 8.1% | Aumentadas |
|
| 722 |
Jupiter Asset Management
London,
United Kingdom
| USD 92.5 M | +USD 31.5 M | 3 | 3.21% | Aumentadas |
|
| 723 |
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 92.4 M | +USD 10.2 M | 12 | 10.71% | Aumentadas |
|
| 724 |
MI
Markston International
White Plains,
New York
| USD 92.3 M | -USD 2.09 M | 7 | 9% | Reducidas |
|
| 725 |
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| USD 92.3 M | +USD 16.1 M | 4 | 10.41% | Aumentadas |
|