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 | |
|---|---|---|---|---|---|---|---|
| 776 |
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 45.6 M | -USD 3.1 M | 6 | 6.72% | Reducidas |
|
| 777 |
Horizon Kinetics
New York
| USD 45.2 M | -USD 1.06 M | 4 | 0.62% | Reducidas |
|
| 778 |
Windward Capital Management
Los Angeles,
California
| USD 45.2 M | -USD 800 k | 4 | 11.7% | Reducidas |
|
| 779 |
DFO
Duquesne Family Office
New York
| USD 45.2 M | +USD 22.2 M | 2 | 5.74% | Aumentadas |
|
| 780 |
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| USD 45.2 M | +USD 29.3 M | 8 | 5.03% | Aumentadas |
|
| 781 |
Granite Investment Partners
El Segundo,
California
| USD 45.1 M | +USD 2.07 M | 6 | 3.88% | Aumentadas |
|
| 782 |
QV Investors
Calgary,
Alberta, Canada
| USD 45 M | +USD 7.76 M | 1 | 5.14% | Aumentadas |
|
| 783 |
Constellation Investments
Montgomery,
Ohio
| USD 45 M | +USD 1.32 M | 7 | 8.6% | Aumentadas |
|
| 784 |
Royce & Associates
New York
| USD 44.7 M | +USD 5.36 M | 3 | 0.17% | Aumentadas |
|
| 785 |
WI
WBI Investments
Red Bank,
New Jersey
| USD 44.6 M | +USD 25.7 M | 5 | 1.06% | Aumentadas |
|
| 786 |
Matrix Asset Advisors
White Plains,
New York
| USD 44.6 M | +USD 2.81 M | 3 | 5.16% | Aumentadas |
|
| 787 |
Global Endowment Management
Charlotte,
North Carolina
| USD 44.3 M | +USD 275 k | 5 | 6.94% | Aumentadas |
|
| 788 |
Cannell & Co
New York
| USD 44.1 M | -USD 29.5 M | 6 | 1.28% | Reducidas |
|
| 789 |
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 43.9 M | -USD 3.92 M | 4 | 3.25% | Reducidas |
|
| 790 |
Azimuth Capital Management
Bloomfield Hills,
Michigan
| USD 43.8 M | -USD 1.1 M | 6 | 4.25% | Reducidas |
|
| 791 |
LS Investment Advisors
Bloomfield Hills,
Michigan
| USD 43.8 M | +USD 241 k | 9 | 3.35% | Aumentadas |
|
| 792 |
Gamble Jones Investment Counsel
Pasadena,
California
| USD 43.8 M | +USD 4.03 M | 5 | 4.55% | Aumentadas |
|
| 793 |
Ionic Capital Management
New York
| USD 43.7 M | +USD 6.62 M | 3 | 1.71% | Aumentadas |
|
| 794 |
Capital Fund Management (CFM)
Paris,
France
| USD 43.6 M | -USD 31.3 M | 6 | 0.6% | Reducidas |
|
| 795 |
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
| USD 43.5 M | -USD 1.08 M | 7 | 5.67% | Reducidas |
|
| 796 |
Richard Bernstein Advisors
New York
| USD 43.5 M | USD 0 | 5 | 5.7% | Mantenido |
|
| 797 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 43.4 M | +USD 412 k | 5 | 0.6% | Aumentadas |
|
| 798 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| USD 43.4 M | +USD 404 k | 4 | 4.84% | Aumentadas |
|
| 799 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 43.3 M | +USD 2.3 M | 3 | 1.66% | Aumentadas |
|
| 800 |
Community Trust & Investment
Versailles,
Kentucky
| USD 43.3 M | -USD 5.08 M | 3 | 5.82% | Reducidas |
|