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 | |
|---|---|---|---|---|---|---|---|
| 1201 |
New Mountain Vantage Advisers
New York
| USD 50.7 M | -USD 10.9 M | 2 | 2% | Reducidas |
|
| 1202 |
Jupiter Asset Management
London,
United Kingdom
| USD 50.6 M | -USD 13.7 M | 4 | 1.66% | Reducidas |
|
| 1203 |
Main Street Research
Lakeville,
Connecticut
| USD 50.6 M | +USD 1.27 M | 6 | 9.49% | Aumentadas |
|
| 1204 |
Giverny Capital
Montreal,
Quebec, Canada
| USD 50.5 M | +USD 509 k | 2 | 5.03% | Aumentadas |
|
| 1205 |
Cadinha & Co
Honolulu,
Hawaii
| USD 50.3 M | +USD 990 k | 5 | 8.13% | Aumentadas |
|
| 1206 |
Osborne Partners Capital Management
San Francisco,
California
| USD 50.2 M | -USD 270 k | 7 | 10.08% | Reducidas |
|
| 1207 |
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 50 M | +USD 13.2 M | 6 | 6.36% | Aumentadas |
|
| 1208 |
Kora Management
Brooklyn,
New York
| USD 49.9 M | +USD 11.8 M | 1 | 13.25% | Aumentadas |
|
| 1209 |
Davidson Kempner Capital Management
New York
| USD 49.8 M | +USD 30.7 M | 4 | 0.98% | Aumentadas |
|
| 1210 |
CCM Investment Advisers
Columbia,
South Carolina
| USD 49.7 M | -USD 9.1 M | 3 | 8.17% | Reducidas |
|
| 1211 |
Buckingham Capital Management (New York)
New York
| USD 49.7 M | +USD 4.81 M | 3 | 6.36% | Aumentadas |
|
| 1212 |
Parus Finance (UK)
London,
United Kingdom
| USD 49.7 M | -USD 23.4 M | 4 | 31.31% | Reducidas |
|
| 1213 |
Snow Capital Management
Sewickley,
Pennsylvania
| USD 49.6 M | +USD 24.2 M | 3 | 3.62% | Aumentadas |
|
| 1214 |
Frontier Investment Management
Dallas,
Texas
| USD 49.5 M | -USD 2.81 M | 9 | 3.14% | Reducidas |
|
| 1215 |
Brandes Investment Partners
La Jolla,
California
| USD 49.4 M | -USD 11.6 M | 3 | 1.28% | Reducidas |
|
| 1216 |
Portland Hill Asset Management
London,
United Kingdom
| USD 49.4 M | -USD 786 k | 4 | 39.39% | Reducidas |
|
| 1217 |
RBF Capital
San Francisco,
California
| USD 49.3 M | -USD 1.83 M | 6 | 5.53% | Reducidas |
|
| 1218 |
Patten & Patten
Chattanooga,
Tennessee
| USD 49.3 M | -USD 2.17 M | 7 | 5.39% | Reducidas |
|
| 1219 |
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 49.1 M | -USD 2.32 M | 7 | 5.91% | Reducidas |
|
| 1220 |
Andra AP-fonden
Goteborg,
Sweden
| USD 49 M | -USD 1.24 M | 10 | 1.46% | Reducidas |
|
| 1221 |
First Horizon Advisors
Memphis,
Tennessee
| USD 49 M | -USD 5.24 M | 16 | 3.82% | Reducidas |
|
| 1222 |
Beaumont Financial Advisors
Needham,
Massachusetts
| USD 48.9 M | +USD 1.85 M | 6 | 4.88% | Aumentadas |
|
| 1223 |
OFM
Okumus Fund Management
Grand Cayman,
Cayman Islands
| USD 48.9 M | +USD 44.8 M | 1 | 13.32% | Aumentadas |
|
| 1224 |
Mission Wealth Management
Santa Barbara,
California
| USD 48.9 M | +USD 1.43 M | 10 | 5.22% | Aumentadas |
|
| 1225 |
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 48.7 M | +USD 260 k | 6 | 8.59% | Aumentadas |
|