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 |
QV Investors
Calgary,
Alberta, Canada
| USD 43.1 M | -USD 6.13 M | 1 | 5.33% | Reducidas |
|
| 802 |
Windward Capital Management
Los Angeles,
California
| USD 42.9 M | +USD 323 k | 4 | 12.16% | Aumentadas |
|
| 803 |
Tufton Capital Management
Hunt Valley,
Maryland
| USD 42.9 M | -USD 845 k | 5 | 7.83% | Reducidas |
|
| 804 |
Kovitz Investment Group
Chicago,
Illinois
| USD 42.8 M | +USD 3.21 M | 3 | 2.11% | Aumentadas |
|
| 805 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 42.8 M | -USD 6.22 M | 10 | 1.32% | Reducidas |
|
| 806 |
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 42.7 M | -USD 1.31 M | 5 | 5.25% | Reducidas |
|
| 807 |
Covington Capital Management
Los Angeles,
California
| USD 42.6 M | +USD 6.06 M | 5 | 3.79% | Aumentadas |
|
| 808 |
AL
AJO LP
Philadelphia,
Pennsylvania
| USD 42.6 M | +USD 30.2 M | 4 | 0.18% | Aumentadas |
|
| 809 |
CCM
Cadence Capital Management
Boston,
Massachusetts
| USD 42.5 M | -USD 23.4 M | 5 | 2.47% | Reducidas |
|
| 810 |
JMH
J.M. Hartwell
New York
| USD 42.4 M | -USD 8.11 M | 3 | 9.9% | Reducidas |
|
| 811 |
Busey Bank
Urbana,
Illinois
| USD 42.3 M | +USD 145 k | 4 | 5.8% | Aumentadas |
|
| 812 |
Glade Brook Capital Partners
Greenwich,
Connecticut
| USD 42.2 M | -USD 162 M | 1 | 7.94% | Reducidas |
|
| 813 |
Obermeyer Wealth Partners
Aspen,
Colorado
| USD 41.9 M | +USD 21.2 M | 4 | 3.79% | Aumentadas |
|
| 814 |
Loews Corp
New York
| USD 41.9 M | -USD 9.8 M | 3 | 0.28% | Reducidas |
|
| 815 |
Granite Investment Partners
El Segundo,
California
| USD 41.8 M | +USD 308 k | 6 | 4.7% | Aumentadas |
|
| 816 |
Dorsal Capital Management
Redwood City,
California
| USD 41.8 M | -USD 4.69 M | 1 | 8.38% | Reducidas |
|
| 817 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
| USD 41.7 M | +USD 597 k | 4 | 3.45% | Aumentadas |
|
| 818 |
ACM
Andor Capital Management
Rye Brook,
New York
| USD 41.6 M | -USD 17.8 M | 1 | 2.65% | Reducidas |
|
| 819 |
Starboard Value
New York
| USD 41.6 M | +USD 41.1 M | 1 | 0.94% | Nuevas |
|
| 820 |
Gamble Jones Investment Counsel
Pasadena,
California
| USD 41.6 M | +USD 1.26 M | 5 | 4.3% | Aumentadas |
|
| 821 |
TIAAOA
Teachers Insurance & Annuity Association of America
New York
| USD 41.5 M | +USD 16.5 M | 2 | 1.38% | Aumentadas |
|
| 822 |
Eastern Bank
Boston,
Massachusetts
| USD 41.5 M | +USD 2.04 M | 5 | 3.29% | Aumentadas |
|
| 823 |
Greenwich Wealth Management
Greenwich,
Connecticut
| USD 41.4 M | -USD 94.9 k | 4 | 2.74% | Reducidas |
|
| 824 |
MIM
Martin Investment Management
Palm Beach Gardens,
Florida
| USD 41.3 M | -USD 5.84 M | 2 | 6.8% | Reducidas |
|
| 825 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| USD 41.3 M | -USD 1.48 M | 4 | 4.8% | Reducidas |
|