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 |
ECM
Empire Capital Management
Westport,
Connecticut
| USD 37.8 M | +USD 5.46 M | 3 | 6.76% | Aumentadas |
|
| 802 |
Select Equity Group
New York
| USD 37.8 M | +USD 1.06 M | 2 | 0.38% | Aumentadas |
|
| 803 |
VCM
Violich Capital Management
San Francisco,
California
| USD 37.7 M | -USD 774 k | 4 | 12.59% | Reducidas |
|
| 804 |
Sachem Head Capital Management
New York
| USD 37.7 M | +USD 35 M | 1 | 3.84% | Nuevas |
|
| 805 |
CCM
Century Capital Management
Boston,
Massachusetts
| USD 37.6 M | +USD 11.1 M | 4 | 1.98% | Aumentadas |
|
| 806 |
JCP
Jabre Capital Partners
Geneva,
Switzerland
| USD 37.6 M | -USD 15.9 M | 2 | 2.64% | Reducidas |
|
| 807 |
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 37.5 M | +USD 4.49 M | 3 | 5.52% | Aumentadas |
|
| 808 |
Janney Capital Management
Pittsburgh,
Pennsylvania
| USD 37.4 M | +USD 2.18 M | 2 | 2.26% | Aumentadas |
|
| 809 |
Jefferies Group
New York
| USD 37.4 M | -USD 12.3 M | 10 | 0.32% | Reducidas |
|
| 810 |
SCM
Stux Capital Management
New York
| USD 37.3 M | -USD 10 M | 7 | 4.86% | Reducidas |
|
| 811 |
Boston Financial Management
Boston,
Massachusetts
| USD 37.3 M | -USD 6.11 M | 6 | 4.91% | Reducidas |
|
| 812 |
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 37.2 M | +USD 690 k | 4 | 3.28% | Aumentadas |
|
| 813 |
Shelton Capital Management
Denver,
Colorado
| USD 37.1 M | -USD 2.24 M | 7 | 5.17% | Reducidas |
|
| 814 |
OAM
Origin Asset Management
London,
United Kingdom
| USD 36.9 M | -USD 10.1 M | 3 | 2.38% | Reducidas |
|
| 815 |
TI
Turner Investments
Berwyn,
Pennsylvania
| USD 36.8 M | -USD 50.6 M | 6 | 1.63% | Reducidas |
|
| 816 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
| USD 36.7 M | +USD 768 k | 3 | 0.57% | Aumentadas |
|
| 817 |
PDN
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 36.7 M | -USD 11.4 k | 4 | 5.36% | Reducidas |
|
| 818 |
Stratton Management
King Of Prussia,
Pennsylvania
| USD 36.6 M | -USD 2.42 M | 5 | 1.52% | Reducidas |
|
| 819 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 36.6 M | -USD 247 k | 4 | 5.84% | Reducidas |
|
| 820 |
Oak Ridge Investments
Chicago,
Illinois
| USD 36.5 M | -USD 1.11 M | 3 | 0.87% | Reducidas |
|
| 821 |
Private Wealth Partners
Mill Valley,
California
| USD 36.5 M | +USD 2.82 M | 5 | 8.02% | Aumentadas |
|
| 822 |
Jones Financial Companies
Des Peres,
Missouri
| USD 36.3 M | +USD 441 k | 5 | 0.27% | Aumentadas |
|
| 823 |
HSA
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 36.2 M | -USD 12.2 M | 4 | 2.78% | Reducidas |
|
| 824 |
BIC
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| USD 36.1 M | -USD 12.3 M | 4 | 3.21% | Reducidas |
|
| 825 |
Capital One National Association
New York
| USD 35.8 M | -USD 2.22 M | 6 | 3.35% | Reducidas |
|