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 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 173 M | +USD 23.8 M | 6 | 2.44% | Aumentadas |
|
| 1027 |
D.J. St. Germain
Springfield,
Massachusetts
| USD 173 M | -USD 2.4 M | 14 | 8.37% | Reducidas |
|
| 1028 |
Diversify Advisory Services
Sandy,
Utah
| USD 173 M | +USD 21.1 M | 9 | 9.48% | Aumentadas |
|
| 1029 |
Granite Investment Partners
El Segundo,
California
| USD 173 M | -USD 2.39 M | 6 | 7.16% | Reducidas |
|
| 1030 |
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 172 M | +USD 2.88 M | 6 | 13.41% | Aumentadas |
|
| 1031 |
Cobblestone Capital Advisors
Rochester,
New York
| USD 172 M | -USD 454 k | 7 | 10.62% | Reducidas |
|
| 1032 |
GAMCO Investors
Greenwich,
Connecticut
| USD 172 M | -USD 35.5 k | 10 | 1.87% | Reducidas |
|
| 1033 |
CloudAlpha Capital Management
Hong Kong
| USD 172 M | +USD 23.3 M | 2 | 14.62% | Aumentadas |
|
| 1034 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 171 M | -USD 14.5 M | 4 | 25.65% | Reducidas |
|
| 1035 |
Equitable Trust
Nashville,
Tennessee
| USD 171 M | -USD 3.54 M | 8 | 11.79% | Reducidas |
|
| 1036 |
Parthenon LLC
Louisville,
Kentucky
| USD 171 M | -USD 4.25 M | 6 | 21.75% | Reducidas |
|
| 1037 |
Burney Company
Reston,
Virginia
| USD 171 M | -USD 8.17 M | 9 | 6.52% | Reducidas |
|
| 1038 |
Plato Investment Management
Sydney, NSW,
Australia
| USD 170 M | +USD 10 M | 16 | 15.8% | Aumentadas |
|
| 1039 |
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 169 M | +USD 248 k | 6 | 14.88% | Aumentadas |
|
| 1040 |
Act Two Investors
Santa Cruz,
California
| USD 168 M | +USD 1.84 M | 5 | 33.32% | Aumentadas |
|
| 1041 |
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 168 M | -USD 2.86 M | 7 | 14.36% | Reducidas |
|
| 1042 |
UAM
UAS Asset Management
New York
| USD 167 M | +USD 8.01 M | 3 | 39.91% | Aumentadas |
|
| 1043 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 166 M | -USD 1.9 M | 6 | 11.06% | Reducidas |
|
| 1044 |
Suncoast Equity Management
Tampa,
Florida
| USD 166 M | +USD 3.73 M | 4 | 18.34% | Aumentadas |
|
| 1045 |
Cooperman Leon G
| USD 166 M | -USD 59.1 M | 2 | 6.99% | Reducidas |
|
| 1046 |
MCI
McDonald Capital Investors
Orinda,
California
| USD 166 M | -USD 2.63 M | 3 | 10.35% | Reducidas |
|
| 1047 |
Empirical Wealth Management
Seattle,
Washington
| USD 166 M | +USD 6.55 M | 9 | 4.91% | Aumentadas |
|
| 1048 |
PEAK6 Investments
Chicago,
Illinois
| USD 165 M | +USD 11.5 M | 15 | 0.43% | Aumentadas |
|
| 1049 |
HoyleCohen
San Diego,
California
| USD 165 M | -USD 7.35 M | 7 | 12.51% | Reducidas |
|
| 1050 |
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 165 M | USD 0 | 2 | 18.45% | Mantenido |
|