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 |
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 63.2 M | +USD 8.21 M | 11 | 7.4% | Aumentadas |
|
| 802 |
HC
Henshaw Capital
Woburn,
Massachusetts
| USD 63.2 M | +USD 5.93 M | 5 | 7.8% | Aumentadas |
|
| 803 |
Quest Investment Management
Lake Oswego,
Oregon
| USD 63.1 M | +USD 5.12 M | 5 | 8.29% | Aumentadas |
|
| 804 |
M.D. Sass LLC
New York
| USD 63 M | -USD 6.08 M | 1 | 3.56% | Reducidas |
|
| 805 |
Covington Capital Management
Los Angeles,
California
| USD 62.8 M | +USD 945 k | 6 | 5.73% | Aumentadas |
|
| 806 |
AHL Partners
London,
United Kingdom
| USD 62.7 M | +USD 38.8 M | 10 | 2.33% | Aumentadas |
|
| 807 |
SH
Svenska Handelsbanken
Stockholm,
Sweden
| USD 62.7 M | -USD 145 M | 3 | 5.26% | Reducidas |
|
| 808 |
TGCM
Tukman Grossman Capital Management
Larkspur,
California
| USD 62.6 M | -USD 28.5 M | 1 | 4.89% | Reducidas |
|
| 809 |
EP
Edinburgh Partners
Edinburgh,
United Kingdom
| USD 62.2 M | -USD 18.5 M | 4 | 11.58% | Reducidas |
|
| 810 |
CK
Cohen Klingenstein
New York
| USD 61.9 M | USD 0 | 7 | 10.75% | Mantenido |
|
| 811 |
Crestwood Advisors Group
Boston,
Massachusetts
| USD 61.9 M | +USD 405 k | 6 | 7.4% | Aumentadas |
|
| 812 |
FHAM
Folger Hill Asset Management
New York
| USD 61.5 M | +USD 22.1 M | 6 | 3.67% | Aumentadas |
|
| 813 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 61 M | -USD 1.3 M | 5 | 4.48% | Reducidas |
|
| 814 |
Janney Capital Management
Pittsburgh,
Pennsylvania
| USD 60.9 M | +USD 12.5 M | 6 | 2.75% | Aumentadas |
|
| 815 |
Palladium Partners
Norfolk,
Virginia
| USD 60.7 M | +USD 1.01 M | 5 | 5.31% | Aumentadas |
|
| 816 |
Azimuth Capital Management
Bloomfield Hills,
Michigan
| USD 60.7 M | -USD 4.08 M | 7 | 5.28% | Reducidas |
|
| 817 |
Old Republic International (ORI)
Chicago,
Illinois
| USD 60.7 M | +USD 20.3 M | 1 | 2.63% | Aumentadas |
|
| 818 |
Oaktree Capital Management
Los Angeles,
California
| USD 60.6 M | +USD 51.9 M | 2 | 0.79% | Aumentadas |
|
| 819 |
Howland Capital Management
Boston,
Massachusetts
| USD 60.6 M | -USD 394 k | 5 | 5.63% | Reducidas |
|
| 820 |
Clarkston Capital Partners
Rochester,
Michigan
| USD 60.5 M | +USD 700 k | 5 | 2.91% | Aumentadas |
|
| 821 |
BWCA
Brenner West Capital Advisors
New York
| USD 60 M | -USD 3.72 M | 1 | 5.37% | Reducidas |
|
| 822 |
LCM
Lomas Capital Management
New York
| USD 60 M | +USD 11.5 M | 2 | 13.39% | Aumentadas |
|
| 823 |
Harvard Management Company
Boston,
Massachusetts
| USD 59.9 M | +USD 7.28 M | 1 | 9.5% | Aumentadas |
|
| 824 |
Columbus Hill Capital Management
Short Hills,
New Jersey
| USD 59.8 M | -USD 10.5 M | 2 | 6.35% | Reducidas |
|
| 825 |
O'Shaughnessy Asset Management
Stamford,
Connecticut
| USD 59.7 M | -USD 7.06 M | 3 | 1.4% | Reducidas |
|