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 |
BG
Bollard Group
Boston,
Massachusetts
| USD 107 M | +USD 11.5 M | 9 | 5.63% | Aumentadas |
|
| 702 |
Northeast Investment Management
Boston,
Massachusetts
| USD 107 M | -USD 2.65 M | 7 | 9.44% | Reducidas |
|
| 703 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 106 M | -USD 1.56 M | 8 | 6.82% | Reducidas |
|
| 704 |
UBS O'Connor
Chicago,
Illinois
| USD 105 M | +USD 22.6 M | 9 | 1.53% | Aumentadas |
|
| 705 |
Junto Capital Management
New York
| USD 105 M | -USD 90.2 M | 3 | 8.62% | Reducidas |
|
| 706 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 105 M | +USD 72.5 k | 6 | 11.79% | Aumentadas |
|
| 707 |
Clough Capital Partners
Boston,
Massachusetts
| USD 103 M | +USD 35.7 M | 3 | 6.92% | Aumentadas |
|
| 708 |
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 103 M | -USD 63.9 M | 5 | 14.39% | Reducidas |
|
| 709 |
WestEnd Advisors
Charlotte,
North Carolina
| USD 103 M | -USD 14.7 M | 2 | 9.02% | Reducidas |
|
| 710 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 103 M | -USD 8.41 M | 6 | 3.77% | Reducidas |
|
| 711 |
Sirios Capital Management
Boston,
Massachusetts
| USD 102 M | -USD 15.6 M | 1 | 5.36% | Reducidas |
|
| 712 |
Vaughan David Investments
Peoria,
Illinois
| USD 102 M | -USD 1.74 M | 5 | 5.01% | Reducidas |
|
| 713 |
TM
Tiger Management
New York
| USD 102 M | +USD 6.16 M | 4 | 18.41% | Aumentadas |
|
| 714 |
Cortland Associates
St Louis,
Missouri
| USD 101 M | -USD 17.4 M | 4 | 18.77% | Reducidas |
|
| 715 |
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| USD 100 M | +USD 11.6 M | 11 | 9.69% | Aumentadas |
|
| 716 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 99.3 M | +USD 519 k | 6 | 7.1% | Aumentadas |
|
| 717 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 99.1 M | +USD 784 k | 6 | 8.57% | Aumentadas |
|
| 718 |
GLG LLC
New York
| USD 98.4 M | -USD 2.61 M | 6 | 6.39% | Reducidas |
|
| 719 |
MAI
Marble Arch Investments
New York
| USD 97.9 M | -USD 10.4 M | 1 | 6.5% | Reducidas |
|
| 720 |
Slate Path Capital
New York
| USD 97.5 M | +USD 21.3 M | 1 | 5.13% | Aumentadas |
|
| 721 |
New Mountain Vantage Advisers
New York
| USD 97.4 M | +USD 9.44 M | 2 | 7.48% | Aumentadas |
|
| 722 |
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
| USD 97 M | +USD 45.8 k | 6 | 4.68% | Aumentadas |
|
| 723 |
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 96.8 M | -USD 72.8 k | 11 | 11.31% | Reducidas |
|
| 724 |
DAC
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 96.2 M | -USD 83.2 k | 5 | 3.96% | Reducidas |
|
| 725 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
| USD 95.1 M | +USD 5.86 M | 10 | 4.63% | Aumentadas |
|