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 | |
|---|---|---|---|---|---|---|---|
| 801 |
Central Trust Company
Jefferson City,
Missouri
| USD 33.8 M | -USD 3.35 M | 9 | 3.06% | Reducidas |
|
| 802 |
M2MC
Matthew 25 Management Corp
Ambler,
Pennsylvania
| USD 33.7 M | +USD 3.77 M | 1 | 4.99% | Aumentadas |
|
| 803 |
CK
Cohen Klingenstein
New York
| USD 33.5 M | -USD 4.47 k | 6 | 7.31% | Reducidas |
|
| 804 |
PP
Prospector Partners
Guilford,
Connecticut
| USD 33.4 M | -USD 1.79 M | 3 | 1.52% | Reducidas |
|
| 805 |
GCM
Glynn Capital Management
Menlo Park,
California
| USD 33.4 M | +USD 5.3 M | 4 | 11% | Aumentadas |
|
| 806 |
Martin Currie
Edinburgh,
United Kingdom
| USD 33.3 M | -USD 8.57 M | 3 | 3.58% | Reducidas |
|
| 807 |
GCM
Gabalex Capital Management
New York
| USD 33.3 M | +USD 3.29 M | 1 | 11.09% | Aumentadas |
|
| 808 |
Greenwich Wealth Management
Greenwich,
Connecticut
| USD 33.3 M | -USD 8.71 M | 4 | 2.38% | Reducidas |
|
| 809 |
FA
Friess Associates
Greenville,
Delaware
| USD 33.1 M | -USD 11.7 M | 1 | 2.64% | Reducidas |
|
| 810 |
Oak Ridge Investments
Chicago,
Illinois
| USD 33 M | -USD 327 k | 3 | 0.91% | Reducidas |
|
| 811 |
Howland Capital Management
Boston,
Massachusetts
| USD 33 M | +USD 4.17 M | 6 | 4.5% | Aumentadas |
|
| 812 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 33 M | +USD 293 k | 4 | 6% | Aumentadas |
|
| 813 |
Burney Company
Reston,
Virginia
| USD 33 M | -USD 410 k | 5 | 3.69% | Reducidas |
|
| 814 |
GIM
Gyrus Investment Management
Toronto,
Ontario, Canada
| USD 33 M | +USD 982 k | 4 | 7.23% | Aumentadas |
|
| 815 |
PDN
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 32.9 M | +USD 1.24 M | 4 | 5.51% | Aumentadas |
|
| 816 |
OAM
Origin Asset Management
London,
United Kingdom
| USD 32.9 M | -USD 3 M | 3 | 2.45% | Reducidas |
|
| 817 |
Duff & Phelps Investment Management
Chicago,
Illinois
| USD 32.8 M | +USD 1.07 M | 5 | 0.57% | Aumentadas |
|
| 818 |
RWWM Inc
Rocklin,
California
| USD 32.8 M | +USD 4.42 M | 1 | 22.89% | Aumentadas |
|
| 819 |
WA
Wintergreen Advisers
Mount Olive,
New Jersey
| USD 32.7 M | USD 0 | 1 | 3.45% | Mantenido |
|
| 820 |
Covington Capital Management
Los Angeles,
California
| USD 32.6 M | -USD 149 k | 4 | 3.74% | Reducidas |
|
| 821 |
Kennedy Capital Management
St Louis,
Missouri
| USD 32.5 M | +USD 3.33 M | 2 | 0.63% | Aumentadas |
|
| 822 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 32.4 M | -USD 188 k | 5 | 0.13% | Reducidas |
|
| 823 |
AWCI
Alpine Woods Capital Investors
Purchase,
New York
| USD 32.3 M | -USD 4.13 M | 3 | 1.98% | Reducidas |
|
| 824 |
Badgley, Phelps & Bell
Seattle,
Washington
| USD 32.2 M | +USD 45.9 k | 4 | 3.62% | Aumentadas |
|
| 825 |
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 32.1 M | -USD 444 k | 8 | 7.25% | Reducidas |
|