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 | |
|---|---|---|---|---|---|---|---|
| 1301 |
Kopernik Global Investors
Tampa,
Florida
| USD 23.9 M | +USD 2.93 M | 1 | 4.89% | Aumentadas |
|
| 1302 |
Ninety One North America
New York
| USD 23.9 M | +USD 11 M | 4 | 3.58% | Aumentadas |
|
| 1303 |
Central Securities
New York
| USD 23.9 M | USD 0 | 3 | 4.76% | Mantenido |
|
| 1304 |
UONDDL
University of Notre Dame du Lac
South Bend,
Indiana
| USD 23.8 M | +USD 15.7 M | 4 | 9.56% | Aumentadas |
|
| 1305 |
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 23.8 M | +USD 1.27 M | 5 | 5.25% | Aumentadas |
|
| 1306 |
Compass Capital Management
Minneapolis,
Minnesota
| USD 23.8 M | -USD 327 k | 1 | 4.45% | Reducidas |
|
| 1307 |
Crosslink Capital
Menlo Park,
California
| USD 23.8 M | -USD 7.71 M | 1 | 3.81% | Reducidas |
|
| 1308 |
Lockheed Martin Investment Management
Bethesda,
Maryland
| USD 23.7 M | +USD 4.25 M | 7 | 1.99% | Aumentadas |
|
| 1309 |
TWI
Thomas White International
Chicago,
Illinois
| USD 23.7 M | +USD 1.01 M | 5 | 3.52% | Aumentadas |
|
| 1310 |
AI
ArchPoint Investors
Coral Gables,
Florida
| USD 23.7 M | -USD 18.5 M | 2 | 13.94% | Reducidas |
|
| 1311 |
PGIM
Pacific Global Investment Management
Glendale,
California
| USD 23.7 M | -USD 27.6 k | 6 | 4.81% | Reducidas |
|
| 1312 |
Narwhal Capital Management
Marietta,
Georgia
| USD 23.7 M | +USD 980 k | 6 | 7.12% | Aumentadas |
|
| 1313 |
Advisors Capital Management
Ridgewood,
New Jersey
| USD 23.6 M | -USD 11.7 M | 2 | 2.26% | Reducidas |
|
| 1314 |
First Interstate Bank
Billings,
Montana
| USD 23.6 M | +USD 514 k | 9 | 4.65% | Aumentadas |
|
| 1315 |
FL
Fort LP
Chevy Chase,
Maryland
| USD 23.5 M | +USD 5.11 M | 3 | 6.63% | Aumentadas |
|
| 1316 |
Sand Hill Global Advisors
Palo Alto,
California
| USD 23.4 M | +USD 303 k | 6 | 3.22% | Aumentadas |
|
| 1317 |
CAM
CG Asset Management
New York
| USD 23.4 M | +USD 658 k | 4 | 8.73% | Aumentadas |
|
| 1318 |
PSCM
Prince Street Capital Management
New York
| USD 23.4 M | -USD 18.5 M | 1 | 7.37% | Reducidas |
|
| 1319 |
AAC
Asset Advisors Corp
Augusta,
Georgia
| USD 23.3 M | +USD 900 k | 5 | 4.66% | Aumentadas |
|
| 1320 |
Weiss Multi-Strategy Advisers
New York
| USD 23.3 M | +USD 3.58 M | 3 | 1.13% | Aumentadas |
|
| 1321 |
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 23.1 M | -USD 98.9 M | 1 | 3.52% | Reducidas |
|
| 1322 |
CF
CNA Financial
Chicago,
Illinois
| USD 23.1 M | -USD 573 k | 4 | 5.16% | Reducidas |
|
| 1323 |
CCM
Concourse Capital Management
Atlanta,
Georgia
| USD 23.1 M | -USD 1.96 M | 4 | 13.96% | Reducidas |
|
| 1324 |
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 23 M | +USD 292 k | 6 | 3.73% | Aumentadas |
|
| 1325 |
Fuller & Thaler Asset Management
San Mateo,
California
| USD 23 M | -USD 1.02 M | 9 | 0.35% | Reducidas |
|