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 |
Welch Group
Birmingham,
Alabama
| USD 65.3 M | -USD 1.43 M | 5 | 6.71% | Reducidas |
|
| 1027 |
Rampart Investment Management
Hartford,
Connecticut
| USD 65.3 M | +USD 468 k | 10 | 8.1% | Aumentadas |
|
| 1028 |
RNC Capital Management
Los Angeles,
California
| USD 65.2 M | -USD 1.87 M | 7 | 4.64% | Reducidas |
|
| 1029 |
Amica Mutual Insurance
Providence,
Rhode Island
| USD 65.1 M | -USD 733 k | 8 | 8.25% | Reducidas |
|
| 1030 |
Riverpark Capital Management
New York
| USD 65 M | -USD 13.4 M | 6 | 18.45% | Reducidas |
|
| 1031 |
Adell Harriman & Carpenter
Houston,
Texas
| USD 65 M | -USD 1.16 M | 6 | 11.77% | Reducidas |
|
| 1032 |
Kingstown Capital Management
New York
| USD 64.9 M | +USD 35.6 M | 2 | 16.11% | Aumentadas |
|
| 1033 |
H2O AM
London,
United Kingdom
| USD 64.9 M | -USD 56.3 M | 5 | 11.12% | Reducidas |
|
| 1034 |
Woodstock Corp
Boston,
Massachusetts
| USD 64.7 M | -USD 544 k | 9 | 11.27% | Reducidas |
|
| 1035 |
Old Republic International (ORI)
Chicago,
Illinois
| USD 64.7 M | -USD 17.9 M | 1 | 1.73% | Reducidas |
|
| 1036 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 64.6 M | USD 0 | 4 | 12.54% | Mantenido |
|
| 1037 |
Cobblestone Capital Advisors
Rochester,
New York
| USD 64.3 M | +USD 496 k | 8 | 6.41% | Aumentadas |
|
| 1038 |
HRT Financial
New York
| USD 64.3 M | +USD 14.7 M | 11 | 3.03% | Aumentadas |
|
| 1039 |
Dearborn Partners
Chicago,
Illinois
| USD 64.2 M | +USD 879 k | 6 | 3.71% | Aumentadas |
|
| 1040 |
Capital International Sarl
Los Angeles,
California
| USD 63.9 M | -USD 14.2 M | 7 | 11.01% | Reducidas |
|
| 1041 |
Bronte Capital Management
Bondi Junction,
Australia
| USD 63.8 M | +USD 11.4 M | 2 | 17.65% | Aumentadas |
|
| 1042 |
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 63.7 M | -USD 981 k | 6 | 5.14% | Reducidas |
|
| 1043 |
NAH
Neumann Advisory (HK)
Central,
Hong Kong
| USD 63.7 M | USD 0 | 2 | 37.18% | Mantenido |
|
| 1044 |
CDH
Charles D. Hyman
| USD 63.6 M | +USD 11.4 k | 6 | 6.66% | Aumentadas |
|
| 1045 |
MGM
Miura Global Management
New York
| USD 63.6 M | +USD 13.2 M | 3 | 11.19% | Aumentadas |
|
| 1046 |
TownSquare Capital
Provo,
Utah
| USD 63.3 M | +USD 1.57 M | 9 | 5.24% | Aumentadas |
|
| 1047 |
Cubist Systematic Strategies
Stamford,
Connecticut
| USD 63.2 M | -USD 45.6 M | 18 | 1.26% | Reducidas |
|
| 1048 |
HoyleCohen
San Diego,
California
| USD 63 M | -USD 453 k | 7 | 10.74% | Reducidas |
|
| 1049 |
Ancora Advisors
Cleveland,
Ohio
| USD 63 M | +USD 10.2 M | 7 | 2.75% | Aumentadas |
|
| 1050 |
Tikehau Investment Management
Paris,
France
| USD 62.9 M | +USD 17.5 M | 2 | 14.15% | Aumentadas |
|