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 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 145 M | -USD 1.09 M | 6 | 7.94% | Reducidas |
|
| 702 |
Ossiam
Paris,
France
| USD 145 M | -USD 16.3 M | 7 | 11.06% | Reducidas |
|
| 703 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 145 M | +USD 23.7 M | 2 | 0.83% | Aumentadas |
|
| 704 |
Simplex Trading
Chicago,
Illinois
| USD 145 M | +USD 44.8 M | 16 | 0.32% | Aumentadas |
|
| 705 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 145 M | -USD 8.79 M | 4 | 7.2% | Reducidas |
|
| 706 |
Paloma Partners
Greenwich,
Connecticut
| USD 144 M | +USD 37.6 M | 19 | 2.17% | Aumentadas |
|
| 707 |
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
| USD 144 M | +USD 843 k | 5 | 5.35% | Aumentadas |
|
| 708 |
Tremblant Capital Group
West Palm Beach,
Florida
| USD 143 M | +USD 17.8 M | 1 | 7.14% | Aumentadas |
|
| 709 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 143 M | +USD 5.94 M | 4 | 3.64% | Aumentadas |
|
| 710 |
LCM
Lomas Capital Management
New York
| USD 143 M | +USD 11 M | 2 | 14.06% | Aumentadas |
|
| 711 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 143 M | -USD 3.32 M | 4 | 21.82% | Reducidas |
|
| 712 |
Citizens Financial Group
Providence,
Rhode Island
| USD 142 M | +USD 121 k | 13 | 9.5% | Aumentadas |
|
| 713 |
Deccan Value Investors
Greenwich,
Connecticut
| USD 142 M | +USD 3.48 M | 1 | 11.59% | Aumentadas |
|
| 714 |
CK
Cohen Klingenstein
New York
| USD 141 M | -USD 2.34 M | 8 | 8.22% | Reducidas |
|
| 715 |
Zweig-DiMenna Associates
New York
| USD 141 M | -USD 42.9 M | 7 | 14.08% | Reducidas |
|
| 716 |
FDx Advisors
Chicago,
Illinois
| USD 141 M | +USD 41.2 M | 9 | 7.78% | Aumentadas |
|
| 717 |
AMI Asset Management
Los Angeles,
California
| USD 140 M | -USD 2.95 M | 2 | 6.91% | Reducidas |
|
| 718 |
Covington Capital Management
Los Angeles,
California
| USD 140 M | +USD 1.59 M | 13 | 7.36% | Aumentadas |
|
| 719 |
Owl Creek Asset Management
New York
| USD 140 M | +USD 63.7 M | 2 | 7.37% | Aumentadas |
|
| 720 |
NWQ Investment Management Company
Los Angeles,
California
| USD 139 M | +USD 19.1 M | 4 | 3.47% | Aumentadas |
|
| 721 |
Capstone Investment Advisors
New York
| USD 139 M | +USD 70.5 M | 10 | 0.75% | Aumentadas |
|
| 722 |
Lannebo Fonder
Stockholm,
Sweden
| USD 139 M | +USD 1.77 M | 6 | 36.79% | Aumentadas |
|
| 723 |
ArchPoint Investors
Coral Gables,
Florida
| USD 139 M | +USD 23.1 M | 5 | 42.41% | Aumentadas |
|
| 724 |
Madison Asset Management
Madison,
Wisconsin
| USD 139 M | +USD 133 M | 5 | 2.13% | Nuevas |
|
| 725 |
MC
Maplelane Capital
New York
| USD 138 M | -USD 129 M | 5 | 3.74% | Reducidas |
|