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 | |
|---|---|---|---|---|---|---|---|
| 1101 |
BA
Birinyi Associates
Westport,
Connecticut
| USD 40.8 M | +USD 1 M | 6 | 19.19% | Aumentadas |
|
| 1102 |
CCM
Cobalt Capital Management
Short Hills,
New Jersey
| USD 40.8 M | +USD 466 k | 3 | 6.59% | Aumentadas |
|
| 1103 |
PDN
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 40.7 M | -USD 7.53 M | 6 | 6.29% | Reducidas |
|
| 1104 |
CCM Investment Advisers
Columbia,
South Carolina
| USD 40.7 M | +USD 4.38 M | 5 | 7.95% | Aumentadas |
|
| 1105 |
TBC
Three Bays Capital
Boston,
Massachusetts
| USD 40.5 M | -USD 4.86 M | 1 | 3.23% | Reducidas |
|
| 1106 |
Matrix Asset Advisors
White Plains,
New York
| USD 40.3 M | -USD 64.5 k | 3 | 6.91% | Reducidas |
|
| 1107 |
RGI
River Global Investors
London,
United Kingdom
| USD 40.3 M | +USD 11 M | 5 | 7.48% | Aumentadas |
|
| 1108 |
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| USD 40.3 M | +USD 894 k | 5 | 0.63% | Aumentadas |
|
| 1109 |
Grandfield & Dodd
New York
| USD 39.9 M | -USD 1.43 M | 7 | 4.72% | Reducidas |
|
| 1110 |
Nelson Capital Management
Menlo Park,
California
| USD 39.9 M | -USD 260 k | 10 | 13.52% | Reducidas |
|
| 1111 |
Cubist Systematic Strategies
Stamford,
Connecticut
| USD 39.9 M | +USD 4.02 M | 15 | 2.55% | Aumentadas |
|
| 1112 |
Dearborn Partners
Chicago,
Illinois
| USD 39.8 M | +USD 528 k | 5 | 2.94% | Aumentadas |
|
| 1113 |
ETrade Capital Management
Arlington,
Virginia
| USD 39.8 M | +USD 457 k | 10 | 1.53% | Aumentadas |
|
| 1114 |
Ledyard National Bank
| USD 39.8 M | +USD 395 k | 9 | 5.7% | Aumentadas |
|
| 1115 |
SIP
Stoneridge Investment Partners
Radnor,
Pennsylvania
| USD 39.7 M | +USD 10.4 M | 7 | 5.91% | Aumentadas |
|
| 1116 |
FHAM
Folger Hill Asset Management
New York
| USD 39.6 M | -USD 4.35 M | 8 | 3.55% | Reducidas |
|
| 1117 |
Columbia Wanger Asset Management
Chicago,
Illinois
| USD 39.6 M | +USD 10.5 M | 1 | 0.56% | Aumentadas |
|
| 1118 |
1ST Source Bank
South Bend,
Indiana
| USD 39.4 M | +USD 199 k | 6 | 3.4% | Aumentadas |
|
| 1119 |
Valley Wealth Managers
Paramus,
New Jersey
| USD 39.3 M | +USD 151 k | 6 | 5.27% | Aumentadas |
|
| 1120 |
NAM
North American Management
Boston,
Massachusetts
| USD 39.2 M | -USD 2.01 M | 4 | 6.34% | Reducidas |
|
| 1121 |
Laird Norton Wetherby Wealth Management
San Francisco,
California
| USD 39.1 M | +USD 1.63 M | 9 | 6.65% | Aumentadas |
|
| 1122 |
Luxor Capital Group
New York
| USD 39 M | +USD 38.4 M | 1 | 2.72% | Nuevas |
|
| 1123 |
Wexford Capital
West Palm Beach,
Florida
| USD 38.9 M | -USD 1.05 M | 7 | 2.89% | Reducidas |
|
| 1124 |
MAI Capital Management
Independence,
Ohio
| USD 38.9 M | -USD 660 k | 7 | 2.51% | Reducidas |
|
| 1125 |
CapWealth Advisors
Franklin,
Tennessee
| USD 38.8 M | +USD 876 k | 6 | 7.79% | Aumentadas |
|