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 |
Motley Fool Asset Management
Alexandria,
Virginia
| USD 85.6 M | -USD 410 k | 6 | 9.96% | Reducidas |
|
| 902 |
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 85.4 M | +USD 1.54 M | 6 | 11.68% | Aumentadas |
|
| 903 |
Manikay Partners
New York
| USD 85.3 M | -USD 2.37 M | 1 | 8.9% | Reducidas |
|
| 904 |
Simplex Trading
Chicago,
Illinois
| USD 85.3 M | -USD 3.86 M | 15 | 0.24% | Reducidas |
|
| 905 |
Ensemble Capital Management
San Francisco,
California
| USD 85.2 M | -USD 1.59 M | 3 | 11.95% | Reducidas |
|
| 906 |
First Quadrant
Glendale,
California
| USD 84.9 M | -USD 32.5 M | 8 | 7.99% | Reducidas |
|
| 907 |
VCM
Violich Capital Management
San Francisco,
California
| USD 84.9 M | -USD 1.42 M | 5 | 20.43% | Reducidas |
|
| 908 |
EULAV Asset Management
Sarasota,
Florida
| USD 84.9 M | +USD 2.47 M | 4 | 3.13% | Aumentadas |
|
| 909 |
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 84.6 M | -USD 9.17 M | 5 | 7.85% | Reducidas |
|
| 910 |
Pillar Pacific Capital Management
Pacifica,
California
| USD 84.5 M | -USD 652 k | 9 | 9.54% | Reducidas |
|
| 911 |
EC
EMS Capital
New York
| USD 84.4 M | USD 0 | 1 | 6.73% | Mantenido |
|
| 912 |
CAM
Centre Asset Management
New York
| USD 84 M | -USD 2.73 M | 4 | 19.38% | Reducidas |
|
| 913 |
Third Point
New York
| USD 83.4 M | -USD 20.5 M | 1 | 0.99% | Reducidas |
|
| 914 |
HSC
Harbor Spring Capital
New York
| USD 83.4 M | USD 0 | 2 | 9.69% | Mantenido |
|
| 915 |
Chicago Capital
Chicago,
Illinois
| USD 83.4 M | +USD 425 k | 6 | 5.59% | Aumentadas |
|
| 916 |
Capital Counsel
New York
| USD 83.1 M | -USD 1.36 M | 4 | 5.82% | Reducidas |
|
| 917 |
Neville Rodie & Shaw
New York
| USD 83.1 M | -USD 674 k | 7 | 8.79% | Reducidas |
|
| 918 |
Sumitomo Life Insurance
Tokyo,
Japan
| USD 83 M | -USD 10.5 M | 9 | 10.8% | Reducidas |
|
| 919 |
E.S. Barr & Co
Lexington,
Kentucky
| USD 83 M | -USD 723 k | 4 | 8.2% | Reducidas |
|
| 920 |
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 83 M | -USD 2.49 M | 12 | 12.49% | Reducidas |
|
| 921 |
Polaris Capital Management
Boston,
Massachusetts
| USD 82.9 M | -USD 3.47 M | 2 | 3.73% | Reducidas |
|
| 922 |
Equitable Trust
Nashville,
Tennessee
| USD 82.7 M | +USD 3.9 M | 7 | 8.71% | Aumentadas |
|
| 923 |
Deltec Asset Management
New York
| USD 82.5 M | +USD 1.9 M | 6 | 20.75% | Aumentadas |
|
| 924 |
First National Trust
Hermitage,
Pennsylvania
| USD 82.1 M | +USD 3.59 M | 6 | 7.37% | Aumentadas |
|
| 925 |
PCM
Prime Capital Management
Hong Kong
| USD 81.7 M | -USD 28.5 M | 1 | 20.53% | Reducidas |
|