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 |
Corvex Management
New York
| USD 136 M | -USD 111 M | 2 | 7.06% | Reducidas |
|
| 802 |
Covea Finance
Paris,
France
| USD 136 M | -USD 5.5 M | 3 | 6.76% | Reducidas |
|
| 803 |
Cypress Funds
Los Angeles,
California
| USD 136 M | USD 0 | 2 | 23.63% | Mantenido |
|
| 804 |
Criteria Caixa
Barcelona,
Spain
| USD 135 M | +USD 4.06 M | 4 | 17.12% | Aumentadas |
|
| 805 |
Boston Common Asset Management
Boston,
Massachusetts
| USD 134 M | +USD 294 k | 8 | 6.42% | Aumentadas |
|
| 806 |
Value Partners Investments
Winnipeg,
Manitoba, Canada
| USD 134 M | +USD 7.25 M | 3 | 11.63% | Aumentadas |
|
| 807 |
Maple Capital Management
Montpelier,
Vermont
| USD 134 M | +USD 3.41 M | 5 | 17.73% | Aumentadas |
|
| 808 |
Prime Capital Investment Advisors
Overland Park,
Kansas
| USD 134 M | +USD 51.6 M | 8 | 5.08% | Aumentadas |
|
| 809 |
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 133 M | -USD 3.19 M | 8 | 7% | Reducidas |
|
| 810 |
DAM
Davis Asset Management
Sausalito,
California
| USD 133 M | USD 0 | 2 | 7.41% | Mantenido |
|
| 811 |
Becker Capital Management
Portland,
Oregon
| USD 133 M | +USD 5.25 M | 6 | 6.19% | Aumentadas |
|
| 812 |
TIG Advisors LLC
New York
| USD 133 M | +USD 43.8 M | 1 | 8.01% | Aumentadas |
|
| 813 |
Vaughan David Investments
Peoria,
Illinois
| USD 132 M | +USD 1.35 M | 6 | 3.94% | Aumentadas |
|
| 814 |
VCM
Violich Capital Management
San Francisco,
California
| USD 132 M | -USD 973 k | 6 | 23.51% | Reducidas |
|
| 815 |
Davidson Investment Advisors
Great Falls,
Montana
| USD 132 M | -USD 551 k | 5 | 10.31% | Reducidas |
|
| 816 |
Parsec Financial Management
Asheville,
North Carolina
| USD 132 M | -USD 1.19 M | 7 | 5.89% | Reducidas |
|
| 817 |
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 132 M | -USD 9.5 M | 7 | 10.41% | Reducidas |
|
| 818 |
Zeke Capital Advisors
Berwyn,
Pennsylvania
| USD 132 M | +USD 50.3 M | 9 | 8.61% | Aumentadas |
|
| 819 |
ETF Managers Group
Summit,
New Jersey
| USD 132 M | +USD 4.37 M | 17 | 6.17% | Aumentadas |
|
| 820 |
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| USD 131 M | -USD 1.15 M | 6 | 5.34% | Reducidas |
|
| 821 |
Wedbush Securities
Los Angeles,
California
| USD 131 M | -USD 7.26 M | 12 | 7.19% | Reducidas |
|
| 822 |
Avantax Advisory Services
Dallas,
Texas
| USD 131 M | +USD 3.71 M | 13 | 1.74% | Aumentadas |
|
| 823 |
Phoenix Financial
Givatayim,
Israel
| USD 131 M | -USD 98.2 M | 5 | 2.53% | Reducidas |
|
| 824 |
Zimmer Partners
New York
| USD 131 M | -USD 22.6 M | 3 | 2.63% | Reducidas |
|
| 825 |
HBK Investments
Dallas,
Texas
| USD 130 M | +USD 111 M | 1 | 3% | Aumentadas |
|