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 |
Davidson Investment Advisors
Great Falls,
Montana
| USD 91.7 M | -USD 326 k | 5 | 9.63% | Reducidas |
|
| 827 |
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| USD 91.7 M | -USD 7.05 M | 10 | 6.99% | Reducidas |
|
| 828 |
New Mountain Vantage Advisers
New York
| USD 91.6 M | -USD 13.4 M | 2 | 7.06% | Reducidas |
|
| 829 |
ProVise Management Group
Clearwater,
Florida
| USD 91.6 M | +USD 1.39 M | 6 | 6.9% | Aumentadas |
|
| 830 |
CA
Cornerstone Advisors
Asheville,
North Carolina
| USD 91.1 M | USD 0 | 4 | 11.02% | Mantenido |
|
| 831 |
PFC
Poplar Forest Capital
Pasadena,
California
| USD 90.5 M | +USD 12 M | 5 | 7.59% | Aumentadas |
|
| 832 |
WorldQuant Millennium Advisors
New York
| USD 90.1 M | +USD 85.1 M | 5 | 3.45% | Nuevas |
|
| 833 |
R.M. Davis Inc
Portland,
Maine
| USD 90 M | +USD 200 k | 6 | 3.5% | Aumentadas |
|
| 834 |
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 89.9 M | -USD 4.48 M | 2 | 24.43% | Reducidas |
|
| 835 |
BIC
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| USD 89.9 M | +USD 4.93 M | 7 | 9.38% | Aumentadas |
|
| 836 |
HSC
Harbor Spring Capital
New York
| USD 89.7 M | USD 0 | 2 | 7.72% | Mantenido |
|
| 837 |
First Allied Advisory Services
San Diego,
California
| USD 89.6 M | -USD 6.22 M | 11 | 3.38% | Reducidas |
|
| 838 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| USD 89.6 M | -USD 7.91 M | 6 | 8.67% | Reducidas |
|
| 839 |
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 89.4 M | -USD 1.61 M | 5 | 14.46% | Reducidas |
|
| 840 |
Sumitomo Life Insurance
Tokyo,
Japan
| USD 89.2 M | +USD 5.12 M | 9 | 10.94% | Aumentadas |
|
| 841 |
CC
Carve Capital
Stockholm,
Sweden
| USD 89.1 M | +USD 86.4 M | 2 | 27.35% | Nuevas |
|
| 842 |
Capital International Sarl
Los Angeles,
California
| USD 89.1 M | -USD 9.18 M | 7 | 9.01% | Reducidas |
|
| 843 |
Hyperion Asset Management
Brisbane,
Australia
| USD 89.1 M | -USD 4.02 M | 3 | 31.67% | Reducidas |
|
| 844 |
Cohen & Steers
New York
| USD 89 M | -USD 27.2 M | 6 | 0.26% | Reducidas |
|
| 845 |
Timucuan Asset Management
Jacksonville,
Florida
| USD 88.9 M | +USD 1.48 M | 1 | 6.09% | Aumentadas |
|
| 846 |
Burney Company
Reston,
Virginia
| USD 88.8 M | +USD 8.63 M | 12 | 5.21% | Aumentadas |
|
| 847 |
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 88.7 M | -USD 10.5 M | 7 | 7.93% | Reducidas |
|
| 848 |
CGI
Calixto Global Investors
Coral Gables,
Florida
| USD 88.5 M | -USD 12.1 M | 2 | 22.53% | Reducidas |
|
| 849 |
Hamlin Capital Management
New York
| USD 88.3 M | -USD 1.63 M | 1 | 3.59% | Reducidas |
|
| 850 |
Cryder Capital Partners
London,
United Kingdom
| USD 88.3 M | +USD 33.4 M | 2 | 14.42% | Aumentadas |
|