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 | |
|---|---|---|---|---|---|---|---|
| 826 |
Windward Capital Management
Los Angeles,
California
| USD 75.9 M | -USD 122 k | 5 | 12.45% | Reducidas |
|
| 827 |
Becker Capital Management
Portland,
Oregon
| USD 75.9 M | +USD 939 k | 5 | 2.61% | Aumentadas |
|
| 828 |
Standard Investments
New York
| USD 75.6 M | USD 0 | 1 | 15.93% | Mantenido |
|
| 829 |
R.M. Davis Inc
Portland,
Maine
| USD 75.3 M | +USD 848 k | 6 | 3.11% | Aumentadas |
|
| 830 |
Palladium Partners
Norfolk,
Virginia
| USD 74.8 M | -USD 212 k | 6 | 5.7% | Reducidas |
|
| 831 |
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 74.4 M | -USD 4.18 M | 10 | 11.96% | Reducidas |
|
| 832 |
VAM
ValueInvest Asset Management
Luxembourg
| USD 74.4 M | -USD 4.66 M | 1 | 4.96% | Reducidas |
|
| 833 |
First Allied Advisory Services
San Diego,
California
| USD 74.2 M | -USD 2.98 M | 13 | 3.19% | Reducidas |
|
| 834 |
Regal Partners
Sydney, NSW,
Australia
| USD 73.6 M | +USD 2.07 M | 1 | 14.9% | Aumentadas |
|
| 835 |
CMG
Cavalry Management Group
San Francisco,
California
| USD 73.6 M | +USD 11.3 M | 3 | 18.59% | Aumentadas |
|
| 836 |
Granite Investment Partners
El Segundo,
California
| USD 73.2 M | -USD 349 k | 6 | 4.55% | Reducidas |
|
| 837 |
Private Wealth Partners
Mill Valley,
California
| USD 73.1 M | -USD 720 k | 6 | 14.71% | Reducidas |
|
| 838 |
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 72.8 M | +USD 10 M | 4 | 7.49% | Aumentadas |
|
| 839 |
Maryland Capital Management
Towson,
Maryland
| USD 72.5 M | -USD 7.48 M | 6 | 11.17% | Reducidas |
|
| 840 |
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 72.4 M | -USD 935 k | 6 | 8.23% | Reducidas |
|
| 841 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 72.4 M | +USD 10.7 M | 7 | 1.8% | Aumentadas |
|
| 842 |
Wolverine Asset Management
Chicago,
Illinois
| USD 72.2 M | +USD 57.3 M | 5 | 0.8% | Aumentadas |
|
| 843 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| USD 72.1 M | +USD 71 M | 5 | 6.88% | Nuevas |
|
| 844 |
ACM
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| USD 72.1 M | -USD 29.9 M | 1 | 19.36% | Reducidas |
|
| 845 |
First Long Island Investors
Jericho,
New York
| USD 72 M | -USD 5.43 M | 4 | 10.44% | Reducidas |
|
| 846 |
Ashfield Capital Partners
San Francisco,
California
| USD 71.9 M | -USD 1.86 M | 9 | 9.63% | Reducidas |
|
| 847 |
Oslo Pensjonsforsikring
Oslo,
| USD 71.5 M | +USD 2.77 M | 3 | 22.86% | Aumentadas |
|
| 848 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
| USD 70.8 M | +USD 18.7 M | 5 | 4.68% | Aumentadas |
|
| 849 |
CIP
Champlain Investment Partners
Burlington,
Vermont
| USD 70.5 M | +USD 23.8 M | 2 | 0.83% | Aumentadas |
|
| 850 |
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 70.3 M | +USD 8.43 M | 3 | 9.38% | Aumentadas |
|