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 |
Howard Capital Management (New York)
New York
| USD 136 M | -USD 1 M | 5 | 18.12% | Reducidas |
|
| 802 |
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 136 M | +USD 182 k | 6 | 18.29% | Aumentadas |
|
| 803 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 135 M | -USD 7.19 M | 7 | 11.74% | Reducidas |
|
| 804 |
General American Investors
New York
| USD 135 M | -USD 18 M | 4 | 17.15% | Reducidas |
|
| 805 |
Southpoint Capital Advisors
New York
| USD 135 M | -USD 87.2 M | 2 | 3.29% | Reducidas |
|
| 806 |
Howland Capital Management
Boston,
Massachusetts
| USD 134 M | -USD 741 k | 8 | 9.62% | Reducidas |
|
| 807 |
Weiss Multi-Strategy Advisers
New York
| USD 134 M | -USD 21.6 M | 10 | 3.84% | Reducidas |
|
| 808 |
Osterweis Capital Management
San Francisco,
California
| USD 134 M | -USD 1.52 M | 5 | 9.71% | Reducidas |
|
| 809 |
Parker Investment Management
Menlo Park,
California
| USD 133 M | +USD 26.4 M | 5 | 31.82% | Aumentadas |
|
| 810 |
Samlyn Capital
New York
| USD 133 M | -USD 161 M | 1 | 2.46% | Reducidas |
|
| 811 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 133 M | -USD 15.7 M | 4 | 21.04% | Reducidas |
|
| 812 |
International Value Advisers
| USD 133 M | -USD 48.6 M | 3 | 9.84% | Reducidas |
|
| 813 |
Bridgeway Capital Management
Houston,
Texas
| USD 133 M | -USD 23.2 M | 9 | 2.68% | Reducidas |
|
| 814 |
Wilmington Savings Fund Society
Wilmington,
Delaware
| USD 132 M | -USD 13.4 M | 6 | 6.5% | Reducidas |
|
| 815 |
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 132 M | +USD 5.16 M | 13 | 15.11% | Aumentadas |
|
| 816 |
Corvex Management
New York
| USD 132 M | +USD 22 M | 2 | 8.05% | Aumentadas |
|
| 817 |
Motley Fool Asset Management
Alexandria,
Virginia
| USD 132 M | +USD 3 M | 6 | 13.23% | Aumentadas |
|
| 818 |
Qube Research & Technologies (QRT)
London,
United Kingdom
| USD 131 M | +USD 46.3 M | 14 | 1.92% | Aumentadas |
|
| 819 |
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 131 M | -USD 41.5 M | 3 | 21.11% | Reducidas |
|
| 820 |
Granite Investment Partners
El Segundo,
California
| USD 130 M | +USD 2.4 M | 6 | 6.27% | Aumentadas |
|
| 821 |
Alphinity Investment Management
Sydney,
Australia
| USD 130 M | +USD 12.3 M | 3 | 14.64% | Aumentadas |
|
| 822 |
Windward Capital Management
Los Angeles,
California
| USD 130 M | -USD 2.38 M | 5 | 14.71% | Reducidas |
|
| 823 |
Eagle Global Advisors
Houston,
Texas
| USD 129 M | +USD 2.27 M | 7 | 11.64% | Aumentadas |
|
| 824 |
Palladium Partners
Norfolk,
Virginia
| USD 129 M | -USD 10.4 M | 7 | 8.8% | Reducidas |
|
| 825 |
LS Investment Advisors
Bloomfield Hills,
Michigan
| USD 128 M | +USD 3.62 M | 13 | 7.95% | Aumentadas |
|