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 |
Osborne Partners Capital Management
San Francisco,
California
| USD 45.8 M | -USD 2.07 M | 5 | 6.72% | Reducidas |
|
| 802 |
Obermeyer Wealth Partners
Aspen,
Colorado
| USD 45.6 M | +USD 22.3 M | 3 | 4.81% | Aumentadas |
|
| 803 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 45.5 M | -USD 98.1 M | 4 | 2.51% | Reducidas |
|
| 804 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 45.5 M | -USD 33.5 M | 1 | 3.39% | Reducidas |
|
| 805 |
Janney Capital Management
Pittsburgh,
Pennsylvania
| USD 45.3 M | +USD 1.57 M | 3 | 2.06% | Aumentadas |
|
| 806 |
TIAAOA
Teachers Insurance & Annuity Association of America
New York
| USD 45.1 M | -USD 3 M | 3 | 1.68% | Reducidas |
|
| 807 |
MIM
Martin Investment Management
Palm Beach Gardens,
Florida
| USD 45.1 M | -USD 1.64 M | 3 | 7.28% | Reducidas |
|
| 808 |
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
| USD 45 M | USD 0 | 7 | 6.19% | Mantenido |
|
| 809 |
SCM
Stevens Capital Management
Radnor,
Pennsylvania
| USD 45 M | +USD 31.6 M | 4 | 2.06% | Aumentadas |
|
| 810 |
Granite Investment Partners
El Segundo,
California
| USD 45 M | +USD 870 k | 5 | 4.32% | Aumentadas |
|
| 811 |
Amalgamated Bank
New York
| USD 44.8 M | +USD 1.61 M | 9 | 4.7% | Aumentadas |
|
| 812 |
Martin Currie
Edinburgh,
United Kingdom
| USD 44.8 M | +USD 12.3 M | 4 | 4.64% | Aumentadas |
|
| 813 |
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 44.7 M | -USD 1.88 M | 9 | 1.69% | Reducidas |
|
| 814 |
Quest Investment Management
Lake Oswego,
Oregon
| USD 44.5 M | -USD 8.72 M | 5 | 6.24% | Reducidas |
|
| 815 |
Clarkston Capital Partners
Rochester,
Michigan
| USD 44.5 M | +USD 2.3 M | 3 | 4.06% | Aumentadas |
|
| 816 |
FA
Friess Associates
Greenville,
Delaware
| USD 44.5 M | +USD 23.1 M | 4 | 4.14% | Aumentadas |
|
| 817 |
Covington Capital Management
Los Angeles,
California
| USD 44.2 M | +USD 1.62 M | 5 | 4.56% | Aumentadas |
|
| 818 |
Howard Capital Management (New York)
New York
| USD 44.1 M | -USD 1.51 M | 4 | 8.97% | Reducidas |
|
| 819 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 44 M | -USD 6.96 M | 5 | 3.27% | Reducidas |
|
| 820 |
Zuckerman Investment Group
Chicago,
Illinois
| USD 44 M | -USD 566 k | 2 | 10.33% | Reducidas |
|
| 821 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
| USD 43.9 M | -USD 95.8 M | 5 | 1.28% | Reducidas |
|
| 822 |
Crosslink Capital
Menlo Park,
California
| USD 43.8 M | +USD 37.2 M | 2 | 6.1% | Aumentadas |
|
| 823 |
CK
Cohen Klingenstein
New York
| USD 43.8 M | -USD 309 k | 6 | 8.63% | Reducidas |
|
| 824 |
LCM
Lomas Capital Management
New York
| USD 43.7 M | +USD 44.2 M | 1 | 7.54% | Nuevas |
|
| 825 |
3CP
3G Capital Partners
New York
| USD 43.7 M | +USD 44.4 M | 1 | 3.23% | Nuevas |
|