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 |
Partners Capital Investment Group
Boston,
Massachusetts
| USD 105 M | +USD 6.72 M | 5 | 11.29% | Aumentadas |
|
| 802 |
MI
Markston International
White Plains,
New York
| USD 105 M | -USD 3.04 M | 7 | 11.24% | Reducidas |
|
| 803 |
Cortland Associates
St Louis,
Missouri
| USD 105 M | -USD 724 k | 6 | 16.24% | Reducidas |
|
| 804 |
Capital International Sarl
Los Angeles,
California
| USD 104 M | +USD 13.9 M | 6 | 9.96% | Aumentadas |
|
| 805 |
WMS Partners
Towson,
Maryland
| USD 104 M | -USD 117 k | 8 | 11.71% | Reducidas |
|
| 806 |
Zeke Capital Advisors
Berwyn,
Pennsylvania
| USD 104 M | +USD 284 k | 12 | 8.53% | Aumentadas |
|
| 807 |
PFC
Poplar Forest Capital
Pasadena,
California
| USD 104 M | +USD 3.98 M | 5 | 7.9% | Aumentadas |
|
| 808 |
Hyperion Asset Management
Brisbane,
Australia
| USD 104 M | +USD 3.24 M | 3 | 34.43% | Aumentadas |
|
| 809 |
Ashfield Capital Partners
San Francisco,
California
| USD 104 M | +USD 6.23 M | 9 | 11.64% | Aumentadas |
|
| 810 |
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 104 M | -USD 725 k | 5 | 16.05% | Reducidas |
|
| 811 |
Think Investments
San Francisco,
California
| USD 104 M | USD 0 | 2 | 37.63% | Mantenido |
|
| 812 |
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 103 M | -USD 2.03 M | 6 | 11.01% | Reducidas |
|
| 813 |
Alta Capital Management
Salt Lake City,
Utah
| USD 103 M | +USD 2.56 M | 6 | 5.73% | Aumentadas |
|
| 814 |
Polar Asset Management Partners
Toronto,
Ontario, Canada
| USD 103 M | +USD 42.6 M | 4 | 2% | Aumentadas |
|
| 815 |
Avity Investment Management
Greenwich,
Connecticut
| USD 103 M | -USD 1.87 M | 7 | 12.23% | Reducidas |
|
| 816 |
Davidson Investment Advisors
Great Falls,
Montana
| USD 103 M | +USD 911 k | 5 | 10.23% | Aumentadas |
|
| 817 |
BloombergSen
Toronto,
Ontario, Canada
| USD 103 M | +USD 370 k | 1 | 5.64% | Aumentadas |
|
| 818 |
CMG
Cavalry Management Group
San Francisco,
California
| USD 102 M | +USD 25.5 M | 3 | 28.97% | Aumentadas |
|
| 819 |
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| USD 102 M | -USD 1.58 M | 9 | 7.34% | Reducidas |
|
| 820 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 102 M | -USD 3.27 M | 6 | 5.71% | Reducidas |
|
| 821 |
Maryland Capital Management
Towson,
Maryland
| USD 101 M | -USD 2.87 M | 6 | 13.27% | Reducidas |
|
| 822 |
GAMCO Investors
Greenwich,
Connecticut
| USD 101 M | -USD 2.65 M | 6 | 0.69% | Reducidas |
|
| 823 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| USD 100 M | +USD 29.3 M | 6 | 4.41% | Aumentadas |
|
| 824 |
James Hambro & Partners
London,
United Kingdom
| USD 100 M | -USD 32.4 k | 4 | 33.67% | Reducidas |
|
| 825 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| USD 100 M | -USD 896 k | 5 | 9.15% | Reducidas |
|