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 |
PDT Partners
New York
| USD 73.2 M | -USD 22.4 M | 9 | 4.09% | Reducidas |
|
| 902 |
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
| USD 73 M | +USD 4.98 M | 3 | 5.47% | Aumentadas |
|
| 903 |
Ceredex Value Advisors
Orlando,
Florida
| USD 72.9 M | -USD 104 M | 1 | 0.98% | Reducidas |
|
| 904 |
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| USD 72.3 M | +USD 5.11 M | 14 | 6.18% | Aumentadas |
|
| 905 |
Stratos Wealth Partners
Beachwood,
Ohio
| USD 72.1 M | +USD 27.2 M | 8 | 3.72% | Aumentadas |
|
| 906 |
Element Capital Management
New York
| USD 71.8 M | -USD 171 M | 10 | 2.04% | Reducidas |
|
| 907 |
RegentAtlantic Capital
Morristown,
New Jersey
| USD 71.5 M | +USD 5.49 M | 11 | 6.07% | Aumentadas |
|
| 908 |
Oxford Asset Management
Oxford,
United Kingdom
| USD 71.5 M | -USD 29.3 M | 15 | 1.86% | Reducidas |
|
| 909 |
Park Presidio Capital
San Francisco,
California
| USD 71.5 M | +USD 20.3 M | 1 | 8.94% | Aumentadas |
|
| 910 |
Paloma Partners
Greenwich,
Connecticut
| USD 71.2 M | -USD 39 M | 12 | 2.18% | Reducidas |
|
| 911 |
Old National Bancorp
Evansville,
Indiana
| USD 71 M | +USD 2.99 M | 10 | 3.93% | Aumentadas |
|
| 912 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| USD 71 M | -USD 15.4 M | 6 | 3.58% | Reducidas |
|
| 913 |
VCM
Violich Capital Management
San Francisco,
California
| USD 71 M | -USD 1.04 M | 5 | 20.15% | Reducidas |
|
| 914 |
Pillar Pacific Capital Management
Pacifica,
California
| USD 70.8 M | +USD 394 k | 10 | 9.32% | Aumentadas |
|
| 915 |
Becker Capital Management
Portland,
Oregon
| USD 70.7 M | -USD 3.87 M | 5 | 2.76% | Reducidas |
|
| 916 |
Stock Yards Bank & Trust
Louisville,
Kentucky
| USD 70.5 M | +USD 317 k | 6 | 7.84% | Aumentadas |
|
| 917 |
Quest Investment Management
Lake Oswego,
Oregon
| USD 70.1 M | +USD 3.25 M | 5 | 10.87% | Aumentadas |
|
| 918 |
Jana Partners
New York
| USD 69.9 M | -USD 33.4 M | 1 | 3.2% | Reducidas |
|
| 919 |
LIC
Lodestar Investment Counsel
Chicago,
Illinois
| USD 69.8 M | +USD 1.7 M | 7 | 8.51% | Aumentadas |
|
| 920 |
Jay A. Fishman Ltd
Troy,
Michigan
| USD 69.7 M | +USD 2.81 M | 5 | 15.1% | Aumentadas |
|
| 921 |
HSC
Harbor Spring Capital
New York
| USD 69.6 M | +USD 906 k | 2 | 9.26% | Aumentadas |
|
| 922 |
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 69.5 M | -USD 14.7 M | 6 | 6.45% | Reducidas |
|
| 923 |
Azimuth Capital Management
Bloomfield Hills,
Michigan
| USD 69.5 M | -USD 435 k | 7 | 5.31% | Reducidas |
|
| 924 |
Jag Capital Management
St Louis,
Missouri
| USD 69.4 M | -USD 8.12 M | 7 | 14.14% | Reducidas |
|
| 925 |
E.S. Barr & Co
Lexington,
Kentucky
| USD 69.2 M | +USD 7.8 M | 4 | 7.72% | Aumentadas |
|