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 |
Thomasville National Bank
Thomasville,
Georgia
| USD 50.8 M | +USD 3.05 M | 5 | 9.03% | Aumentadas |
|
| 1102 |
C
Chescapmanager
Baltimore,
Maryland
| USD 50.8 M | -USD 2.58 M | 3 | 7.57% | Reducidas |
|
| 1103 |
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| USD 50.7 M | -USD 734 k | 9 | 5.15% | Reducidas |
|
| 1104 |
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 50.7 M | +USD 506 k | 3 | 5.71% | Aumentadas |
|
| 1105 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 50.6 M | +USD 8.05 M | 4 | 4.27% | Aumentadas |
|
| 1106 |
Carret Asset Management
New York
| USD 50.5 M | +USD 343 k | 8 | 8.31% | Aumentadas |
|
| 1107 |
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
| USD 50.3 M | -USD 16.8 M | 6 | 6.88% | Reducidas |
|
| 1108 |
Portolan Capital Management
Boston,
Massachusetts
| USD 50.1 M | +USD 5.75 M | 4 | 5.49% | Aumentadas |
|
| 1109 |
UAM
UAS Asset Management
New York
| USD 50.1 M | -USD 7.2 M | 4 | 24.49% | Reducidas |
|
| 1110 |
Crosslink Capital
Menlo Park,
California
| USD 50.1 M | +USD 1.6 M | 2 | 10.05% | Aumentadas |
|
| 1111 |
Everence Capital Management
Goshen,
Indiana
| USD 50 M | -USD 148 k | 9 | 11.05% | Reducidas |
|
| 1112 |
HoyleCohen
San Diego,
California
| USD 49.8 M | -USD 200 k | 8 | 10.1% | Reducidas |
|
| 1113 |
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 49.8 M | +USD 6.2 M | 3 | 3.6% | Aumentadas |
|
| 1114 |
Calamos Wealth Management
Naperville,
Illinois
| USD 49.7 M | +USD 8.44 M | 6 | 6.23% | Aumentadas |
|
| 1115 |
Cubist Systematic Strategies
Stamford,
Connecticut
| USD 49.6 M | -USD 14.9 M | 19 | 2.91% | Reducidas |
|
| 1116 |
Cryder Capital Partners
London,
United Kingdom
| USD 49.6 M | +USD 6.05 M | 2 | 14.25% | Aumentadas |
|
| 1117 |
PWM
Patriot Wealth Management
Houston,
Texas
| USD 49.6 M | +USD 9.05 M | 5 | 7.06% | Aumentadas |
|
| 1118 |
Meiji Yasuda Life Insurance
Tokyo,
Japan
| USD 49.4 M | -USD 6.2 M | 9 | 7.57% | Reducidas |
|
| 1119 |
NC
Nightview Capital
Austin,
Texas
| USD 49.4 M | -USD 13 M | 1 | 25.86% | Reducidas |
|
| 1120 |
BAM
Bell Asset Management
Melbourne,
Australia
| USD 49.4 M | -USD 4.76 M | 4 | 9.89% | Reducidas |
|
| 1121 |
Alpha Cubed Investments
Irvine,
California
| USD 49.4 M | -USD 1.92 M | 8 | 6.45% | Reducidas |
|
| 1122 |
NAH
Neumann Advisory (HK)
Central,
Hong Kong
| USD 49.4 M | USD 0 | 2 | 28.95% | Mantenido |
|
| 1123 |
Ruffer LLP
London,
United Kingdom
| USD 49.3 M | -USD 23.3 M | 4 | 2.42% | Reducidas |
|
| 1124 |
SCPM
Social Capital PEP Management
Palo Alto,
California
| USD 49.3 M | -USD 10.4 M | 2 | 27.39% | Reducidas |
|
| 1125 |
Tufton Capital Management
Hunt Valley,
Maryland
| USD 49.2 M | -USD 965 k | 7 | 9.7% | Reducidas |
|