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 |
KAS
Kemnay Advisory Services
New York
| USD 165 M | -USD 21.4 M | 6 | 20.89% | Reducidas |
|
| 802 |
Eventide Asset Management
Boston,
Massachusetts
| USD 164 M | +USD 1.3 M | 2 | 2.52% | Aumentadas |
|
| 803 |
Park National Corp
Newark,
Ohio
| USD 164 M | +USD 902 k | 6 | 7.67% | Aumentadas |
|
| 804 |
Silicon Valley Community Foundation
Mountain View,
California
| USD 164 M | +USD 157 M | 3 | 11.6% | Nuevas |
|
| 805 |
Evergreen Capital Management
Bellevue,
Washington
| USD 164 M | +USD 2.87 M | 8 | 9.57% | Aumentadas |
|
| 806 |
AAM
Ardevora Asset Management
London,
United Kingdom
| USD 164 M | -USD 57 M | 3 | 2.53% | Reducidas |
|
| 807 |
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 163 M | -USD 695 k | 4 | 14.12% | Reducidas |
|
| 808 |
Chartwell Investment Partners
Berywn,
Pennsylvania
| USD 163 M | -USD 10.5 M | 10 | 5.2% | Reducidas |
|
| 809 |
Todd Asset Management
Louisville,
Kentucky
| USD 163 M | +USD 7.97 M | 8 | 4.16% | Aumentadas |
|
| 810 |
Bailard
Foster City,
California
| USD 163 M | -USD 3.93 M | 9 | 7.42% | Reducidas |
|
| 811 |
Cigna Investments
Bloomfield,
Connecticut
| USD 163 M | +USD 9.8 M | 13 | 12.55% | Aumentadas |
|
| 812 |
Citizens Financial Group
Providence,
Rhode Island
| USD 162 M | -USD 1.36 M | 8 | 9.29% | Reducidas |
|
| 813 |
LCM
Lomas Capital Management
New York
| USD 162 M | +USD 75 M | 2 | 15.56% | Aumentadas |
|
| 814 |
First Long Island Investors
Jericho,
New York
| USD 162 M | -USD 12.8 M | 6 | 15.14% | Reducidas |
|
| 815 |
Meritage Portfolio Management
Overland Park,
Kansas
| USD 162 M | +USD 7.9 M | 5 | 11.9% | Aumentadas |
|
| 816 |
General American Investors
New York
| USD 162 M | +USD 3.66 M | 4 | 15.97% | Aumentadas |
|
| 817 |
Alphabet Inc
Mountain View,
California
| USD 161 M | +USD 149 M | 1 | 7.73% | Nuevas |
|
| 818 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 160 M | +USD 4.03 M | 6 | 8.7% | Aumentadas |
|
| 819 |
Veritable
Wilmington,
Delaware
| USD 160 M | -USD 10.8 M | 11 | 2.94% | Reducidas |
|
| 820 |
QCI Asset Management
Pittsford,
New York
| USD 160 M | -USD 2.53 M | 5 | 10.24% | Reducidas |
|
| 821 |
Osterweis Capital Management
San Francisco,
California
| USD 159 M | +USD 11.7 M | 5 | 9.51% | Aumentadas |
|
| 822 |
Avity Investment Management
Greenwich,
Connecticut
| USD 159 M | -USD 4.27 M | 7 | 15.19% | Reducidas |
|
| 823 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 159 M | +USD 5.22 M | 7 | 10.81% | Aumentadas |
|
| 824 |
Greenleaf Trust
Kalamazoo,
Michigan
| USD 159 M | +USD 11.3 M | 10 | 2.11% | Aumentadas |
|
| 825 |
Hantz Financial Services
Southfield,
Michigan
| USD 158 M | +USD 6.83 M | 11 | 7.08% | Aumentadas |
|