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 |
CK
Cohen Klingenstein
New York
| USD 86.2 M | -USD 1.25 M | 8 | 12.23% | Reducidas |
|
| 827 |
Gamble Jones Investment Counsel
Pasadena,
California
| USD 86 M | +USD 4.47 M | 7 | 8.56% | Aumentadas |
|
| 828 |
Windward Capital Management
Los Angeles,
California
| USD 85.9 M | -USD 11.2 M | 6 | 12.51% | Reducidas |
|
| 829 |
Clough Capital Partners
Boston,
Massachusetts
| USD 85.6 M | -USD 18.5 M | 3 | 8.19% | Reducidas |
|
| 830 |
Tran Capital Management
San Rafael,
California
| USD 85.3 M | -USD 3.86 M | 2 | 11.08% | Reducidas |
|
| 831 |
RIG
Roosevelt Investment Group
New York
| USD 85.2 M | -USD 3.68 M | 5 | 8.03% | Reducidas |
|
| 832 |
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 84.9 M | +USD 508 k | 6 | 9.42% | Aumentadas |
|
| 833 |
First Long Island Investors
Jericho,
New York
| USD 84.8 M | -USD 4.35 M | 5 | 11.74% | Reducidas |
|
| 834 |
PEAK6 Group
Chicago,
Illinois
| USD 84.7 M | +USD 4.36 M | 13 | 0.37% | Aumentadas |
|
| 835 |
Maryland Capital Management
Towson,
Maryland
| USD 84.7 M | -USD 2.07 M | 6 | 12.19% | Reducidas |
|
| 836 |
Glenview Trust
Louisville,
Kentucky
| USD 84.6 M | +USD 8.9 M | 6 | 5.84% | Aumentadas |
|
| 837 |
Howard Capital Management (New York)
New York
| USD 84.6 M | -USD 41.4 k | 5 | 12.32% | Reducidas |
|
| 838 |
Cadian Capital Management
New York
| USD 84.3 M | -USD 57.6 M | 2 | 4.55% | Reducidas |
|
| 839 |
Global Endowment Management
Charlotte,
North Carolina
| USD 84.3 M | -USD 2.11 M | 4 | 12.14% | Reducidas |
|
| 840 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 83.8 M | +USD 3.46 M | 6 | 5.01% | Aumentadas |
|
| 841 |
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 83.8 M | +USD 2.74 M | 11 | 8.11% | Aumentadas |
|
| 842 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 83.6 M | +USD 21.1 M | 9 | 1.74% | Aumentadas |
|
| 843 |
Hyperion Asset Management
Brisbane,
Australia
| USD 83.2 M | -USD 4.47 M | 3 | 33.45% | Reducidas |
|
| 844 |
CPWM LLC
Seattle,
Washington
| USD 83 M | +USD 41.7 M | 7 | 12.95% | Aumentadas |
|
| 845 |
R.M. Davis Inc
Portland,
Maine
| USD 82.9 M | -USD 754 k | 6 | 3.3% | Reducidas |
|
| 846 |
Sirios Capital Management
Boston,
Massachusetts
| USD 82.8 M | +USD 5.31 M | 2 | 4.08% | Aumentadas |
|
| 847 |
CA
Cornerstone Advisors
Asheville,
North Carolina
| USD 82.6 M | USD 0 | 4 | 9.83% | Mantenido |
|
| 848 |
CQS Cayman
Camana Bay, Grand Cayman,
Cayman Islands
| USD 82.5 M | +USD 88.1 M | 2 | 3.81% | Nuevas |
|
| 849 |
HSC
Harbor Spring Capital
New York
| USD 82.1 M | -USD 5.71 M | 2 | 8.15% | Reducidas |
|
| 850 |
Mariner
Overland Park,
Kansas
| USD 82.1 M | +USD 15 M | 10 | 2.94% | Aumentadas |
|