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 | |
|---|---|---|---|---|---|---|---|
| 751 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 43.9 M | +USD 10.8 M | 1 | 10.86% | Aumentadas |
|
| 752 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 43.7 M | -USD 800 k | 2 | 3.84% | Reducidas |
|
| 753 |
Wafra Inc
New York
| USD 43.7 M | -USD 12.1 M | 4 | 5.6% | Reducidas |
|
| 754 |
Matthew 25 Management Corp
Ambler,
Pennsylvania
| USD 43.7 M | +USD 508 k | 1 | 5.46% | Aumentadas |
|
| 755 |
Kiltearn Partners
Edinburgh,
United Kingdom
| USD 43.1 M | +USD 41.8 M | 1 | 7.2% | Nuevas |
|
| 756 |
Boston Financial Management
Boston,
Massachusetts
| USD 43 M | -USD 1.38 M | 6 | 5.9% | Reducidas |
|
| 757 |
Azimuth Capital Management
Bloomfield Hills,
Michigan
| USD 43 M | +USD 2.98 M | 5 | 5.13% | Aumentadas |
|
| 758 |
Muhlenkamp & Co
Wexford,
Pennsylvania
| USD 43 M | -USD 2.55 M | 3 | 7.49% | Reducidas |
|
| 759 |
Driehaus Capital Management
Chicago,
Illinois
| USD 42.8 M | -USD 10.3 M | 3 | 1.54% | Reducidas |
|
| 760 |
Rathbones Group
Liverpool,
United Kingdom
| USD 42.8 M | -USD 6.02 M | 3 | 4.27% | Reducidas |
|
| 761 |
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 42.7 M | +USD 4.51 M | 3 | 3.04% | Aumentadas |
|
| 762 |
PEAK6 Group
Chicago,
Illinois
| USD 42.6 M | +USD 12.3 M | 9 | 0.3% | Aumentadas |
|
| 763 |
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 42.3 M | +USD 422 k | 6 | 5.56% | Aumentadas |
|
| 764 |
Avenir Corporation
Alexandria,
Virginia
| USD 42 M | +USD 18.6 M | 1 | 3.8% | Aumentadas |
|
| 765 |
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 42 M | +USD 704 k | 4 | 5.14% | Aumentadas |
|
| 766 |
Horan Capital Management
Hunt Valley,
Maryland
| USD 41.9 M | +USD 8.88 M | 4 | 14.36% | Aumentadas |
|
| 767 |
GAMCO Investors
Greenwich,
Connecticut
| USD 41.9 M | +USD 770 k | 5 | 0.22% | Aumentadas |
|
| 768 |
Glynn Capital Management
Menlo Park,
California
| USD 41.9 M | +USD 69.4 k | 4 | 14.63% | Aumentadas |
|
| 769 |
WA
Wintergreen Advisers
Mount Olive,
New Jersey
| USD 41.8 M | USD 0 | 1 | 4.63% | Mantenido |
|
| 770 |
Cobblestone Capital Advisors
Rochester,
New York
| USD 41.4 M | -USD 3.6 M | 6 | 7.89% | Reducidas |
|
| 771 |
Brown Capital Management
Baltimore,
Maryland
| USD 41.3 M | -USD 2.2 M | 6 | 0.68% | Reducidas |
|
| 772 |
EGM
Espalier Global Management
New York
| USD 41.3 M | +USD 15.6 M | 2 | 3.96% | Aumentadas |
|
| 773 |
BIC
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| USD 41.3 M | -USD 4.04 M | 4 | 3.84% | Reducidas |
|
| 774 |
Essex Investment Management
Boston,
Massachusetts
| USD 41.1 M | -USD 2.24 M | 5 | 5.81% | Reducidas |
|
| 775 |
SCM
Symons Capital Management
Pittsburgh,
Pennsylvania
| USD 40.7 M | +USD 262 k | 2 | 9.4% | Aumentadas |
|