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 | |
|---|---|---|---|---|---|---|---|
| 901 |
LIC
Lodestar Investment Counsel
Chicago,
Illinois
| USD 45.7 M | -USD 2.58 M | 6 | 6.58% | Reducidas |
|
| 902 |
Vision Capital Management
Portland,
Oregon
| USD 45.7 M | -USD 3.76 M | 5 | 11.15% | Reducidas |
|
| 903 |
Osborne Partners Capital Management
San Francisco,
California
| USD 45.6 M | -USD 730 k | 6 | 6.69% | Reducidas |
|
| 904 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
| USD 45.3 M | -USD 7.44 M | 1 | 1.91% | Reducidas |
|
| 905 |
TLCM
Tiger Legatus Capital Management
New York
| USD 45 M | +USD 27.8 M | 2 | 17.9% | Aumentadas |
|
| 906 |
Maj Invest Holding A/S
Copenhagen K,
Denmark
| USD 45 M | +USD 3.18 M | 3 | 11.19% | Aumentadas |
|
| 907 |
AQR Arbitrage
Greenwich,
Connecticut
| USD 44.5 M | -USD 13.4 M | 2 | 0.52% | Reducidas |
|
| 908 |
MGM
Miura Global Management
New York
| USD 44.5 M | +USD 42.6 M | 1 | 3.07% | Nuevas |
|
| 909 |
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 44.4 M | -USD 1.16 M | 4 | 6.18% | Reducidas |
|
| 910 |
LCM
Lomas Capital Management
New York
| USD 44.4 M | -USD 5.66 M | 1 | 8.95% | Reducidas |
|
| 911 |
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| USD 44.4 M | +USD 611 k | 4 | 4.8% | Aumentadas |
|
| 912 |
Estabrook Capital Management
New York
| USD 44.2 M | -USD 2.99 M | 6 | 6.55% | Reducidas |
|
| 913 |
KAS
Kemnay Advisory Services
New York
| USD 44.1 M | +USD 9.6 M | 5 | 29.63% | Aumentadas |
|
| 914 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| USD 44 M | -USD 8.73 M | 1 | 0.88% | Reducidas |
|
| 915 |
Raymond James Trust
St. Petersburg,
Florida
| USD 43.5 M | +USD 3.78 M | 8 | 4.05% | Aumentadas |
|
| 916 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 43.5 M | +USD 703 k | 11 | 9.86% | Aumentadas |
|
| 917 |
Central Trust Company
Jefferson City,
Missouri
| USD 43.4 M | +USD 488 k | 12 | 3.42% | Aumentadas |
|
| 918 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
| USD 43.4 M | -USD 36.8 M | 3 | 1.91% | Reducidas |
|
| 919 |
Taurus Asset Management
New York
| USD 43.3 M | -USD 339 k | 6 | 8.02% | Reducidas |
|
| 920 |
Tufton Capital Management
Hunt Valley,
Maryland
| USD 43.2 M | -USD 161 k | 6 | 10.76% | Reducidas |
|
| 921 |
Capital One National Association
New York
| USD 43.1 M | +USD 3.22 M | 6 | 3.91% | Aumentadas |
|
| 922 |
WEC
White Elm Capital
Greenwich,
Connecticut
| USD 43 M | +USD 15.6 M | 1 | 4.73% | Aumentadas |
|
| 923 |
CCM
Cobalt Capital Management
Short Hills,
New Jersey
| USD 43 M | +USD 7.16 M | 1 | 5.41% | Aumentadas |
|
| 924 |
Capital Advisors Inc
Tulsa,
Oklahoma
| USD 43 M | +USD 8.56 M | 7 | 7.03% | Aumentadas |
|
| 925 |
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 42.9 M | -USD 871 k | 4 | 8.17% | Reducidas |
|