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 | |
|---|---|---|---|---|---|---|---|
| 1001 |
Cortland Associates
St Louis,
Missouri
| USD 182 M | +USD 7.83 M | 5 | 22.98% | Aumentadas |
|
| 1002 |
Provident Investment Management
Novi,
Michigan
| USD 181 M | +USD 19.3 M | 4 | 16.5% | Aumentadas |
|
| 1003 |
Parsons Capital Management
Providence,
Rhode Island
| USD 181 M | -USD 1.2 M | 6 | 12.33% | Reducidas |
|
| 1004 |
YHB Investment Advisors
West Hartford,
Connecticut
| USD 181 M | -USD 1.22 M | 6 | 15.58% | Reducidas |
|
| 1005 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 181 M | +USD 7.28 M | 6 | 19.62% | Aumentadas |
|
| 1006 |
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 180 M | -USD 2.33 M | 6 | 17.34% | Reducidas |
|
| 1007 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 179 M | +USD 17.5 M | 3 | 8.84% | Aumentadas |
|
| 1008 |
DFO
Duquesne Family Office
New York
| USD 179 M | -USD 301 M | 1 | 6.14% | Reducidas |
|
| 1009 |
Keystone Investors
Singapore
| USD 179 M | +USD 2.77 M | 4 | 15.06% | Aumentadas |
|
| 1010 |
Talbot Financial
Bellevue,
Washington
| USD 178 M | -USD 3.17 M | 5 | 23.02% | Reducidas |
|
| 1011 |
UBS O'Connor
Chicago,
Illinois
| USD 178 M | +USD 126 M | 7 | 5.02% | Aumentadas |
|
| 1012 |
OC
Oakmont Corp
Los Angeles,
California
| USD 178 M | +USD 26.8 M | 4 | 39.14% | Aumentadas |
|
| 1013 |
Hoey Investments
Coatesville,
Pennsylvania
| USD 177 M | +USD 10.3 M | 9 | 33.21% | Aumentadas |
|
| 1014 |
Taurus Asset Management
New York
| USD 177 M | -USD 1.67 M | 5 | 17.98% | Reducidas |
|
| 1015 |
Welch Group
Birmingham,
Alabama
| USD 177 M | -USD 333 k | 7 | 8.49% | Reducidas |
|
| 1016 |
Kintegral Advisory
New York
| USD 176 M | -USD 6.77 M | 9 | 16.84% | Reducidas |
|
| 1017 |
Kanawha Capital Management
Richmond,
Virginia
| USD 175 M | +USD 5.1 M | 6 | 13.74% | Aumentadas |
|
| 1018 |
Todd Asset Management
Louisville,
Kentucky
| USD 175 M | -USD 2.91 M | 7 | 3.64% | Reducidas |
|
| 1019 |
Giverny Capital
Montreal,
Quebec, Canada
| USD 175 M | +USD 3.21 M | 2 | 7.4% | Aumentadas |
|
| 1020 |
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 175 M | -USD 1.4 M | 6 | 9.48% | Reducidas |
|
| 1021 |
Albion Financial Group
Salt Lake City,
Utah
| USD 174 M | +USD 349 k | 12 | 13.13% | Aumentadas |
|
| 1022 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
| USD 174 M | +USD 36.8 M | 1 | 7.18% | Aumentadas |
|
| 1023 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 174 M | USD 0 | 3 | 22.25% | Mantenido |
|
| 1024 |
MUFG Securities EMEA
London,
United Kingdom
| USD 174 M | +USD 155 M | 6 | 7.42% | Aumentadas |
|
| 1025 |
Adell Harriman & Carpenter
Houston,
Texas
| USD 174 M | +USD 5.78 M | 6 | 13.41% | Aumentadas |
|