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 | |
|---|---|---|---|---|---|---|---|
| 1026 |
TM
Tiger Management
New York
| USD 24 M | -USD 4.09 M | 1 | 7.36% | Reducidas |
|
| 1027 |
Sandler Capital Management
New York
| USD 24 M | -USD 45.7 M | 1 | 0.78% | Reducidas |
|
| 1028 |
RNC Capital Management
Los Angeles,
California
| USD 24 M | +USD 146 k | 6 | 2.13% | Aumentadas |
|
| 1029 |
LMR Master Fund
Grand Cayman,
Cayman Islands
| USD 23.9 M | +USD 21.8 M | 5 | 2.47% | Aumentadas |
|
| 1030 |
Sun Life Financial
Toronto,
Ontario, Canada
| USD 23.8 M | -USD 5.46 M | 2 | 2.11% | Reducidas |
|
| 1031 |
Adell Harriman & Carpenter
Houston,
Texas
| USD 23.8 M | -USD 956 k | 5 | 7.4% | Reducidas |
|
| 1032 |
Willis Investment Counsel
Gainesville,
Georgia
| USD 23.8 M | -USD 507 k | 1 | 1.1% | Reducidas |
|
| 1033 |
SKBA Capital Management
San Francisco,
California
| USD 23.7 M | +USD 3.48 M | 1 | 2.77% | Aumentadas |
|
| 1034 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 23.7 M | +USD 13.8 M | 3 | 3.38% | Aumentadas |
|
| 1035 |
BTR Capital Management
Oakland,
California
| USD 23.7 M | -USD 265 k | 3 | 6.75% | Reducidas |
|
| 1036 |
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| USD 23.7 M | -USD 160 k | 5 | 5.7% | Reducidas |
|
| 1037 |
MAM
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 23.6 M | -USD 1.37 M | 3 | 5.35% | Reducidas |
|
| 1038 |
EP Wealth Advisors
Torrance,
California
| USD 23.6 M | +USD 207 k | 5 | 6.12% | Aumentadas |
|
| 1039 |
Veritas Investment Management (UK)
London,
United Kingdom
| USD 23.3 M | -USD 1.36 M | 3 | 19.09% | Reducidas |
|
| 1040 |
Thompson Investment Management
Madison,
Wisconsin
| USD 23.3 M | -USD 312 k | 3 | 4.62% | Reducidas |
|
| 1041 |
SCGF III Management
Menlo Park,
California
| USD 23.3 M | -USD 1.08 k | 1 | 4.45% | Reducidas |
|
| 1042 |
Bridges Investment Counsel
Omaha,
Nebraska
| USD 23.2 M | -USD 551 k | 5 | 5.33% | Reducidas |
|
| 1043 |
Baring International Investment
London,
United Kingdom
| USD 23.2 M | -USD 10.6 M | 5 | 1.26% | Reducidas |
|
| 1044 |
Grandfield & Dodd
New York
| USD 23.2 M | +USD 112 k | 4 | 3.76% | Aumentadas |
|
| 1045 |
KCM Investment Advisors
Greenbrae,
California
| USD 23.1 M | +USD 795 k | 5 | 2.52% | Aumentadas |
|
| 1046 |
Sandy Spring Bank
Olney,
Maryland
| USD 23.1 M | -USD 875 k | 8 | 3.25% | Reducidas |
|
| 1047 |
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 23 M | -USD 465 k | 6 | 5.59% | Reducidas |
|
| 1048 |
Delta Asset Management
Memphis,
Tennessee
| USD 23 M | +USD 438 k | 6 | 5.13% | Aumentadas |
|
| 1049 |
MHP
Manatuck Hill Partners
Westport,
Connecticut
| USD 23 M | -USD 3.19 M | 1 | 3.23% | Reducidas |
|
| 1050 |
EULAV Asset Management
Sarasota,
Florida
| USD 22.9 M | -USD 370 k | 5 | 1.25% | Reducidas |
|