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 | |
|---|---|---|---|---|---|---|---|
| 851 |
Sumitomo Life Insurance
Tokyo,
Japan
| USD 94.5 M | -USD 5.88 M | 9 | 11.36% | Reducidas |
|
| 852 |
Mondrian Investment Partners
London,
United Kingdom
| USD 94 M | -USD 23.1 M | 1 | 2.94% | Reducidas |
|
| 853 |
Chilton Capital Management
Houston,
Texas
| USD 93.9 M | -USD 716 k | 5 | 7.76% | Reducidas |
|
| 854 |
Hamlin Capital Management
New York
| USD 93.4 M | -USD 2.04 M | 1 | 3.66% | Reducidas |
|
| 855 |
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 93.4 M | -USD 1.11 M | 3 | 18.7% | Reducidas |
|
| 856 |
Cetera Advisor Networks
El Segundo,
California
| USD 93.3 M | +USD 11.7 M | 12 | 3.24% | Aumentadas |
|
| 857 |
YHB Investment Advisors
West Hartford,
Connecticut
| USD 92.8 M | -USD 3 M | 7 | 14.02% | Reducidas |
|
| 858 |
Summitry LLC
Foster City,
California
| USD 92.7 M | -USD 21.2 M | 5 | 7.9% | Reducidas |
|
| 859 |
First Long Island Investors
Jericho,
New York
| USD 92.5 M | -USD 5.03 M | 5 | 11.98% | Reducidas |
|
| 860 |
BWCA
Brenner West Capital Advisors
New York
| USD 92 M | +USD 5.24 M | 3 | 11.44% | Aumentadas |
|
| 861 |
SRAM
Stone Ridge Asset Management
New York
| USD 92 M | -USD 34.4 M | 12 | 4.93% | Reducidas |
|
| 862 |
BIC
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| USD 91.6 M | -USD 7.79 M | 7 | 9.02% | Reducidas |
|
| 863 |
Trust Company of Vermont
Brattleboro,
Vermont
| USD 90.5 M | -USD 673 k | 12 | 7.64% | Reducidas |
|
| 864 |
JCM
Jag Capital Management
St Louis,
Missouri
| USD 90.1 M | -USD 8.16 M | 7 | 14.76% | Reducidas |
|
| 865 |
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 90.1 M | +USD 260 k | 3 | 10.5% | Aumentadas |
|
| 866 |
CC
Carlson Capital
Dallas,
Texas
| USD 89.5 M | -USD 10.1 M | 2 | 1.11% | Reducidas |
|
| 867 |
IVMX
Institutional Venture Management XIV
Menlo Park,
California
| USD 89.2 M | USD 0 | 1 | 36.54% | Mantenido |
|
| 868 |
HCM
Hoplite Capital Management
New York
| USD 89.1 M | -USD 20.7 M | 2 | 13.08% | Reducidas |
|
| 869 |
GTP
Global Thematic Partners
New York
| USD 89 M | -USD 5.6 M | 1 | 3.5% | Reducidas |
|
| 870 |
Boston Common Asset Management
Boston,
Massachusetts
| USD 88.9 M | +USD 3.98 M | 6 | 11.02% | Aumentadas |
|
| 871 |
YRHAM
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| USD 88.8 M | +USD 37.9 M | 2 | 33.41% | Aumentadas |
|
| 872 |
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 88.7 M | +USD 15.4 M | 3 | 3.92% | Aumentadas |
|
| 873 |
Burney Company
Reston,
Virginia
| USD 88.6 M | -USD 9.6 M | 12 | 5.28% | Reducidas |
|
| 874 |
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 88.6 M | +USD 17.3 M | 3 | 5.42% | Aumentadas |
|
| 875 |
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 88.3 M | +USD 2.79 M | 6 | 10.95% | Aumentadas |
|