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 | |
|---|---|---|---|---|---|---|---|
| 976 |
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 138 M | -USD 26.2 M | 2 | 20.56% | Reducidas |
|
| 977 |
MA
Mutual Advisors
Omaha,
Nebraska
| USD 138 M | +USD 2.66 M | 11 | 5.38% | Aumentadas |
|
| 978 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 138 M | +USD 1.06 M | 4 | 7.31% | Aumentadas |
|
| 979 |
Alpine Investment Management
Hong Kong
| USD 138 M | +USD 1.32 M | 1 | 27.57% | Aumentadas |
|
| 980 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 138 M | -USD 10.4 M | 5 | 8.94% | Reducidas |
|
| 981 |
SCS Capital Management
Boston,
Massachusetts
| USD 137 M | +USD 25.9 M | 4 | 3.66% | Aumentadas |
|
| 982 |
GAMCO Investors
Greenwich,
Connecticut
| USD 137 M | -USD 8.18 M | 11 | 1.59% | Reducidas |
|
| 983 |
NEOS Investment Management
Westport,
Connecticut
| USD 137 M | +USD 142 M | 7 | 17.53% | Nuevas |
|
| 984 |
Great Valley Advisor Group
Wilmington,
Delaware
| USD 137 M | +USD 3.81 M | 8 | 5.69% | Aumentadas |
|
| 985 |
Vancity Investment Management
Vancouver,
British Columbia, Canada
| USD 137 M | USD 0 | 4 | 17.74% | Mantenido |
|
| 986 |
Boston Common Asset Management
Boston,
Massachusetts
| USD 136 M | -USD 10.2 M | 8 | 3.26% | Reducidas |
|
| 987 |
Alpine Associates Management
Palm Beach,
Florida
| USD 136 M | -USD 79.1 M | 1 | 7.11% | Reducidas |
|
| 988 |
Moors & Cabot
Boston,
Massachusetts
| USD 136 M | +USD 6.7 M | 10 | 9.2% | Aumentadas |
|
| 989 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 136 M | -USD 8.97 M | 6 | 16.5% | Reducidas |
|
| 990 |
Wilkinson Global Asset Management
New York
| USD 136 M | -USD 237 k | 5 | 10.39% | Reducidas |
|
| 991 |
Levin Capital Strategies
New York
| USD 135 M | +USD 19.5 M | 7 | 16.13% | Aumentadas |
|
| 992 |
Park Avenue Securities
New York
| USD 135 M | -USD 32.6 M | 13 | 2.1% | Reducidas |
|
| 993 |
ARGA Investment Management
Stamford,
Connecticut
| USD 135 M | -USD 11.1 M | 1 | 5.5% | Reducidas |
|
| 994 |
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 134 M | -USD 85.2 k | 7 | 7.1% | Reducidas |
|
| 995 |
Miracle Mile Advisors
Los Angeles,
California
| USD 134 M | -USD 4.67 M | 11 | 4.14% | Reducidas |
|
| 996 |
Cary Street Partners Investment Advisory
Richmond,
Virginia
| USD 134 M | +USD 24.2 M | 21 | 7.21% | Aumentadas |
|
| 997 |
PI
Pennant Investors
Summit,
New Jersey
| USD 134 M | -USD 9.9 M | 3 | 48.42% | Reducidas |
|
| 998 |
Fernbridge Capital Management
Los Angeles,
California
| USD 134 M | +USD 54.8 M | 3 | 12.9% | Aumentadas |
|
| 999 |
Standard Investments
New York
| USD 133 M | USD 0 | 1 | 8.12% | Mantenido |
|
| 1000 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 133 M | +USD 730 k | 5 | 33.3% | Aumentadas |
|