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 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 132 M | -USD 947 k | 7 | 17.73% | Reducidas |
|
| 702 |
Busey Bank
Urbana,
Illinois
| USD 132 M | +USD 431 k | 6 | 12.19% | Aumentadas |
|
| 703 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 131 M | -USD 3.32 M | 6 | 4.01% | Reducidas |
|
| 704 |
Soros Fund Management
New York
| USD 131 M | +USD 49.6 M | 4 | 2.87% | Aumentadas |
|
| 705 |
Cambiar Investors
Denver,
Colorado
| USD 131 M | -USD 5.08 M | 2 | 2.37% | Reducidas |
|
| 706 |
Lannebo Fonder
Stockholm,
Sweden
| USD 130 M | +USD 7.53 M | 6 | 39.43% | Aumentadas |
|
| 707 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 130 M | -USD 3.75 M | 1 | 6.9% | Reducidas |
|
| 708 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 130 M | -USD 19.1 M | 3 | 20.84% | Reducidas |
|
| 709 |
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| USD 129 M | -USD 2.58 M | 5 | 9.04% | Reducidas |
|
| 710 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 129 M | -USD 69.8 M | 4 | 5.54% | Reducidas |
|
| 711 |
TRB Advisors
New York
| USD 128 M | -USD 16.4 M | 3 | 37.9% | Reducidas |
|
| 712 |
Osterweis Capital Management
San Francisco,
California
| USD 128 M | -USD 18.2 M | 7 | 8.19% | Reducidas |
|
| 713 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 128 M | -USD 3.5 M | 7 | 10.17% | Reducidas |
|
| 714 |
Richard Bernstein Advisors
New York
| USD 128 M | +USD 3.21 M | 9 | 3.68% | Aumentadas |
|
| 715 |
Trillium Asset Management
Boston,
Massachusetts
| USD 127 M | +USD 572 k | 5 | 6.37% | Aumentadas |
|
| 716 |
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 127 M | -USD 17.2 M | 9 | 11.97% | Reducidas |
|
| 717 |
Vaughan David Investments
Peoria,
Illinois
| USD 127 M | -USD 3.22 M | 6 | 5.37% | Reducidas |
|
| 718 |
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 127 M | -USD 1.79 M | 5 | 19.49% | Reducidas |
|
| 719 |
Paloma Partners
Greenwich,
Connecticut
| USD 127 M | +USD 62.3 M | 14 | 2.31% | Aumentadas |
|
| 720 |
WhitTier Trust Company
Reno,
Nevada
| USD 127 M | -USD 306 k | 14 | 9.23% | Reducidas |
|
| 721 |
Stephens Inc
Little Rock,
Arkansas
| USD 126 M | +USD 66.9 M | 11 | 3.14% | Aumentadas |
|
| 722 |
Ingalls & Snyder LLC
New York
| USD 125 M | +USD 20.3 M | 9 | 5.27% | Aumentadas |
|
| 723 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 125 M | -USD 1.97 M | 8 | 7.17% | Reducidas |
|
| 724 |
Hancock Whitney
Gulfport,
Mississippi
| USD 124 M | +USD 80.9 M | 11 | 3.51% | Aumentadas |
|
| 725 |
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 123 M | -USD 738 k | 12 | 2.57% | Reducidas |
|