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 |
AC
Axon Capital
New York
| USD 50.6 M | +USD 51.2 M | 1 | 3.46% | Nuevas |
|
| 752 |
GW Henssler & Associates
Kennesaw,
Georgia
| USD 50.4 M | +USD 404 k | 3 | 6.12% | Aumentadas |
|
| 753 |
Davidson Kempner Capital Management
New York
| USD 50.1 M | +USD 50.7 M | 1 | 1.14% | Nuevas |
|
| 754 |
HSA
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 50 M | +USD 12.6 M | 5 | 4.27% | Aumentadas |
|
| 755 |
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 49.8 M | USD 0 | 1 | 19.58% | Mantenido |
|
| 756 |
BSPF
British Steel Pension Fund
London,
United Kingdom
| USD 49.6 M | +USD 344 k | 6 | 4.95% | Aumentadas |
|
| 757 |
Foundry Partners
Minneapolis,
Minnesota
| USD 49.2 M | -USD 9 M | 2 | 4.56% | Reducidas |
|
| 758 |
Loews Corp
New York
| USD 49.1 M | -USD 8.18 M | 3 | 0.33% | Reducidas |
|
| 759 |
QV Investors
Calgary,
Alberta, Canada
| USD 48.8 M | +USD 2.05 M | 1 | 6.23% | Aumentadas |
|
| 760 |
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 48.8 M | -USD 1.68 M | 5 | 4.94% | Reducidas |
|
| 761 |
TCA
Taconic Capital Advisors
New York
| USD 48.7 M | +USD 4.46 M | 1 | 1.57% | Aumentadas |
|
| 762 |
Penn Davis McFarland
Dallas,
Texas
| USD 48.7 M | -USD 310 k | 2 | 10.59% | Reducidas |
|
| 763 |
SCM
Stevens Capital Management
Radnor,
Pennsylvania
| USD 48.7 M | -USD 2.17 M | 6 | 1.46% | Reducidas |
|
| 764 |
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 48.4 M | -USD 423 k | 5 | 6.1% | Reducidas |
|
| 765 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 48.3 M | +USD 2.68 M | 5 | 0.71% | Aumentadas |
|
| 766 |
CCM Investment Advisers
Columbia,
South Carolina
| USD 48.1 M | +USD 12.1 M | 4 | 4.3% | Aumentadas |
|
| 767 |
Columbus Hill Capital Management
Short Hills,
New Jersey
| USD 48 M | +USD 2.82 M | 2 | 3.1% | Aumentadas |
|
| 768 |
Oaktree Capital Management
Los Angeles,
California
| USD 47.8 M | +USD 29.1 M | 2 | 0.79% | Aumentadas |
|
| 769 |
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 47.7 M | +USD 536 k | 3 | 10.92% | Aumentadas |
|
| 770 |
Point72 Hong Kong
Hong Kong
| USD 47.7 M | +USD 48.7 M | 3 | 26.33% | Nuevas |
|
| 771 |
Horizon Kinetics
New York
| USD 47.6 M | -USD 354 k | 4 | 0.61% | Reducidas |
|
| 772 |
NAM
North American Management
Boston,
Massachusetts
| USD 47.6 M | -USD 1.69 M | 3 | 7.4% | Reducidas |
|
| 773 |
First Mercantile Trust
Cordova,
Tennessee
| USD 47.5 M | +USD 973 k | 10 | 3.85% | Aumentadas |
|
| 774 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 47.2 M | -USD 559 k | 5 | 4.93% | Reducidas |
|
| 775 |
PFM
Parsec Financial Management
Asheville,
North Carolina
| USD 47 M | -USD 1.33 M | 5 | 5.15% | Reducidas |
|