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 | |
|---|---|---|---|---|---|---|---|
| 1401 |
Aptus Capital Advisors
Fairhope,
Alabama
| USD 53.9 M | +USD 2.06 M | 8 | 2.86% | Aumentadas |
|
| 1402 |
Rothschild Capital Partners
New York
| USD 53.8 M | USD 0 | 5 | 21.31% | Mantenido |
|
| 1403 |
Owl Creek Asset Management
New York
| USD 53.7 M | -USD 31.5 M | 1 | 3.57% | Reducidas |
|
| 1404 |
Poplar Forest Capital
Pasadena,
California
| USD 53.7 M | -USD 3.21 M | 4 | 6.58% | Reducidas |
|
| 1405 |
BBR Partners
New York
| USD 53.4 M | -USD 4.71 M | 8 | 4.57% | Reducidas |
|
| 1406 |
Nine Masts Capital
Central,
Hong Kong
| USD 53.3 M | +USD 42.1 M | 1 | 42.17% | Aumentadas |
|
| 1407 |
Thomas White International
Chicago,
Illinois
| USD 53.3 M | +USD 605 k | 6 | 9.84% | Aumentadas |
|
| 1408 |
Pacific Heights Asset Management
San Francisco,
California
| USD 53.1 M | USD 0 | 1 | 6.9% | Mantenido |
|
| 1409 |
Wallington Asset Management
Indianapolis,
Indiana
| USD 53.1 M | -USD 2.63 M | 3 | 12.29% | Reducidas |
|
| 1410 |
Van Cleef Asset Management
Beachwood,
Ohio
| USD 53 M | -USD 1.08 M | 5 | 9.91% | Reducidas |
|
| 1411 |
Dundas Partners
Edinburgh,
United Kingdom
| USD 52.9 M | USD 0 | 3 | 10.62% | Mantenido |
|
| 1412 |
Miller Howard Investments
Kingston,
New York
| USD 52.8 M | +USD 11.9 M | 1 | 2.78% | Aumentadas |
|
| 1413 |
BTR Capital Management
Oakland,
California
| USD 52.8 M | -USD 2.43 M | 6 | 9.34% | Reducidas |
|
| 1414 |
Valley Wealth Managers
Paramus,
New Jersey
| USD 52.7 M | -USD 1.98 M | 7 | 5.81% | Reducidas |
|
| 1415 |
Caxton Associates (New York)
New York
| USD 52.7 M | -USD 9.8 M | 7 | 5.55% | Reducidas |
|
| 1416 |
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 52.6 M | -USD 24.5 M | 6 | 5.49% | Reducidas |
|
| 1417 |
Schwartz Investment Counsel
Plymouth,
Michigan
| USD 52.6 M | +USD 91.4 k | 1 | 2.66% | Aumentadas |
|
| 1418 |
Perigon Wealth Management
San Francisco,
California
| USD 52.6 M | +USD 815 k | 13 | 7.35% | Aumentadas |
|
| 1419 |
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| USD 52.5 M | +USD 68.1 k | 6 | 7.86% | Aumentadas |
|
| 1420 |
Bourne Lent Asset Management
Pawling,
New York
| USD 52.5 M | -USD 474 k | 4 | 20.15% | Reducidas |
|
| 1421 |
BTC Capital Management
Des Moines,
Iowa
| USD 52.3 M | -USD 1.55 M | 6 | 7.3% | Reducidas |
|
| 1422 |
IMC Chicago
Chicago,
Illinois
| USD 52.3 M | +USD 48 M | 1 | 0.08% | Aumentadas |
|
| 1423 |
International Value Advisers
| USD 52.3 M | -USD 84.2 M | 2 | 5.99% | Reducidas |
|
| 1424 |
Fukoku Mutual Life Insurance
Tokyo,
Japan
| USD 52.3 M | -USD 3.24 M | 10 | 5.52% | Reducidas |
|
| 1425 |
Te Ahumairangi Investment Management
Wellington,
New Zealand
| USD 52.3 M | +USD 52.7 M | 7 | 8.91% | Nuevas |
|