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 |
Nippon Life Insurance
Tokyo,
Japan
| USD 51.7 M | -USD 1.32 M | 6 | 1.25% | Reducidas |
|
| 752 |
Global Endowment Management
Charlotte,
North Carolina
| USD 51.5 M | +USD 1.59 M | 5 | 7.16% | Aumentadas |
|
| 753 |
GW Henssler & Associates
Kennesaw,
Georgia
| USD 51.5 M | +USD 4.88 M | 4 | 5.6% | Aumentadas |
|
| 754 |
Calvert Investment Management
Bethesda,
Maryland
| USD 51.3 M | -USD 27.7 M | 6 | 2.27% | Reducidas |
|
| 755 |
Gamble Jones Investment Counsel
Pasadena,
California
| USD 51 M | +USD 6.05 M | 6 | 5.3% | Aumentadas |
|
| 756 |
PFC
Poplar Forest Capital
Pasadena,
California
| USD 50.6 M | -USD 3.33 M | 4 | 3.83% | Reducidas |
|
| 757 |
Klingenstein Fields & Co
New York
| USD 50.6 M | -USD 1.02 M | 5 | 2.26% | Reducidas |
|
| 758 |
GSA Capital Partners
London,
United Kingdom
| USD 50.4 M | +USD 29.4 M | 12 | 1.93% | Aumentadas |
|
| 759 |
Chilton Capital Management
Houston,
Texas
| USD 50.3 M | +USD 26.6 k | 3 | 4.74% | Aumentadas |
|
| 760 |
Sumitomo Life Insurance
Tokyo,
Japan
| USD 50.3 M | -USD 6.23 M | 6 | 6.12% | Reducidas |
|
| 761 |
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| USD 50.2 M | +USD 5.92 M | 9 | 3.77% | Aumentadas |
|
| 762 |
QV Investors
Calgary,
Alberta, Canada
| USD 50.2 M | +USD 1.32 M | 1 | 5.53% | Aumentadas |
|
| 763 |
Starboard Value
New York
| USD 50 M | +USD 31.7 M | 1 | 1.13% | Aumentadas |
|
| 764 |
Richard Bernstein Advisors
New York
| USD 50 M | +USD 6.45 M | 6 | 6.04% | Aumentadas |
|
| 765 |
EC
EMS Capital
New York
| USD 50 M | -USD 11.3 M | 1 | 5.37% | Reducidas |
|
| 766 |
Cohen & Steers
New York
| USD 49.9 M | +USD 828 k | 5 | 0.15% | Aumentadas |
|
| 767 |
ACPU
Arrowgrass Capital Partners (US)
Dover,
Delaware
| USD 49.7 M | +USD 34.3 M | 5 | 0.74% | Aumentadas |
|
| 768 |
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 49.6 M | -USD 3.51 M | 5 | 4.45% | Reducidas |
|
| 769 |
WhitTier Trust Company
Reno,
Nevada
| USD 49.4 M | +USD 167 k | 10 | 5.5% | Aumentadas |
|
| 770 |
Osborne Partners Capital Management
San Francisco,
California
| USD 49.4 M | +USD 1.9 M | 6 | 6.61% | Aumentadas |
|
| 771 |
Loews Corp
New York
| USD 49.3 M | +USD 13.6 M | 4 | 0.36% | Aumentadas |
|
| 772 |
Denver Investment Advisors
Denver,
Colorado
| USD 49 M | +USD 1.27 M | 8 | 1.82% | Aumentadas |
|
| 773 |
TIAAOA
Teachers Insurance & Annuity Association of America
New York
| USD 48.9 M | +USD 5.72 M | 3 | 1.66% | Aumentadas |
|
| 774 |
Corvex Management
New York
| USD 48.6 M | +USD 48.2 M | 1 | 0.53% | Nuevas |
|
| 775 |
Quest Investment Management
Lake Oswego,
Oregon
| USD 48.6 M | -USD 2.48 M | 6 | 6.84% | Reducidas |
|