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 | |
|---|---|---|---|---|---|---|---|
| 726 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 92.3 M | -USD 29.5 M | 4 | 19.95% | Reducidas |
|
| 727 |
Avenir Corporation
Alexandria,
Virginia
| USD 92.2 M | -USD 2 M | 2 | 8.13% | Reducidas |
|
| 728 |
PFC
Poplar Forest Capital
Pasadena,
California
| USD 92.1 M | -USD 28.6 M | 5 | 7.91% | Reducidas |
|
| 729 |
RA
Rovida Advisors
Fort Lauderdale,
Florida
| USD 91.7 M | +USD 10.3 M | 2 | 12.64% | Aumentadas |
|
| 730 |
Braun Stacey Associates
New York
| USD 91.2 M | -USD 23.3 M | 6 | 5.92% | Reducidas |
|
| 731 |
HP
Hound Partners
New York
| USD 91.2 M | -USD 181 M | 1 | 2.3% | Reducidas |
|
| 732 |
HAM
Honeycomb Asset Management
New York
| USD 90.8 M | +USD 1.15 M | 3 | 20.09% | Aumentadas |
|
| 733 |
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 90.6 M | -USD 6.91 M | 7 | 4.26% | Reducidas |
|
| 734 |
SCM
Somerset Capital Management
London,
United Kingdom
| USD 89.9 M | -USD 1.3 M | 1 | 23.54% | Reducidas |
|
| 735 |
Ingalls & Snyder LLC
New York
| USD 89.8 M | -USD 3.01 M | 7 | 4.88% | Reducidas |
|
| 736 |
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 89.6 M | USD 0 | 2 | 25.4% | Mantenido |
|
| 737 |
DAC
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 89.3 M | -USD 4.76 M | 5 | 3.52% | Reducidas |
|
| 738 |
Summitry LLC
Foster City,
California
| USD 89 M | +USD 621 k | 5 | 8.48% | Aumentadas |
|
| 739 |
Avity Investment Management
Greenwich,
Connecticut
| USD 88.7 M | -USD 1.9 M | 6 | 12.06% | Reducidas |
|
| 740 |
Ninety One North America
New York
| USD 88.5 M | +USD 11.2 M | 6 | 16.22% | Aumentadas |
|
| 741 |
BG
Bollard Group
Boston,
Massachusetts
| USD 87.3 M | +USD 26 M | 9 | 4.72% | Aumentadas |
|
| 742 |
Mondrian Investment Partners
London,
United Kingdom
| USD 87.1 M | -USD 18.4 M | 1 | 2.49% | Reducidas |
|
| 743 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 87 M | +USD 823 k | 7 | 14.92% | Aumentadas |
|
| 744 |
HT
HAP Trading
New York
| USD 86.9 M | -USD 16.8 M | 5 | 4.64% | Reducidas |
|
| 745 |
Trillium Asset Management
Boston,
Massachusetts
| USD 86.5 M | +USD 1.52 M | 5 | 5.16% | Aumentadas |
|
| 746 |
Quadrature Capital
London,
United Kingdom
| USD 85.3 M | +USD 45.7 M | 5 | 6.56% | Aumentadas |
|
| 747 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
| USD 85.2 M | -USD 206 k | 10 | 4.23% | Reducidas |
|
| 748 |
Badgley, Phelps & Bell
Seattle,
Washington
| USD 85.1 M | +USD 3.73 M | 9 | 6.64% | Aumentadas |
|
| 749 |
TM
Tiger Management
New York
| USD 85.1 M | +USD 12.9 M | 4 | 16.74% | Aumentadas |
|
| 750 |
ACM
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| USD 84.8 M | +USD 20.4 M | 1 | 27.83% | Aumentadas |
|