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 |
Clarkston Capital Partners
Rochester,
Michigan
| USD 81.7 M | -USD 6.16 M | 6 | 3.17% | Reducidas |
|
| 827 |
First Long Island Investors
Jericho,
New York
| USD 81.5 M | -USD 1.09 M | 4 | 11.07% | Reducidas |
|
| 828 |
BC
Brahman Capital
New York
| USD 81.3 M | -USD 106 M | 1 | 3.07% | Reducidas |
|
| 829 |
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| USD 80.9 M | -USD 25 M | 10 | 7.86% | Reducidas |
|
| 830 |
CIP
Champlain Investment Partners
Burlington,
Vermont
| USD 80.2 M | -USD 4.64 M | 2 | 0.91% | Reducidas |
|
| 831 |
Boston Common Asset Management
Boston,
Massachusetts
| USD 80.1 M | -USD 1.24 M | 5 | 9.51% | Reducidas |
|
| 832 |
Old National Bancorp
Evansville,
Indiana
| USD 80.1 M | -USD 2.58 M | 10 | 4.14% | Reducidas |
|
| 833 |
Maryland Capital Management
Towson,
Maryland
| USD 80.1 M | -USD 2.55 M | 6 | 11.85% | Reducidas |
|
| 834 |
Governors Lane
New York
| USD 80 M | +USD 9.8 M | 1 | 2.93% | Aumentadas |
|
| 835 |
Palladium Partners
Norfolk,
Virginia
| USD 79.7 M | -USD 2.69 M | 6 | 5.77% | Reducidas |
|
| 836 |
Capital Advisors Inc
Tulsa,
Oklahoma
| USD 79.7 M | +USD 6.09 M | 6 | 4.67% | Aumentadas |
|
| 837 |
Huber Capital Management
El Segundo,
California
| USD 79.5 M | +USD 14.7 M | 4 | 4.33% | Aumentadas |
|
| 838 |
Citizens Financial Group
Providence,
Rhode Island
| USD 79.3 M | +USD 290 k | 10 | 6.4% | Aumentadas |
|
| 839 |
PFC
Poplar Forest Capital
Pasadena,
California
| USD 79.3 M | -USD 6.55 M | 5 | 6.32% | Reducidas |
|
| 840 |
Burney Company
Reston,
Virginia
| USD 79 M | +USD 12.2 M | 12 | 4.46% | Aumentadas |
|
| 841 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 78.7 M | -USD 16.6 M | 2 | 15.43% | Reducidas |
|
| 842 |
RIG
Roosevelt Investment Group
New York
| USD 78.7 M | +USD 6.37 M | 5 | 7.22% | Aumentadas |
|
| 843 |
GLG Partners
London,
United Kingdom
| USD 78.5 M | -USD 13.7 M | 6 | 3.67% | Reducidas |
|
| 844 |
Hyperion Asset Management
Brisbane,
Australia
| USD 78.4 M | +USD 75.2 M | 2 | 31.03% | Nuevas |
|
| 845 |
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 78.2 M | +USD 3.99 M | 4 | 4.08% | Aumentadas |
|
| 846 |
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 77.9 M | -USD 1.74 M | 6 | 8.32% | Reducidas |
|
| 847 |
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 77.8 M | -USD 13.3 M | 11 | 7.44% | Reducidas |
|
| 848 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 77.7 M | +USD 1.79 M | 5 | 4.53% | Aumentadas |
|
| 849 |
Granite Investment Partners
El Segundo,
California
| USD 77.4 M | -USD 5.75 M | 6 | 4.88% | Reducidas |
|
| 850 |
Howard Capital Management (New York)
New York
| USD 77.3 M | -USD 748 k | 5 | 11.37% | Reducidas |
|