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 | |
|---|---|---|---|---|---|---|---|
| 301 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 255 M | +USD 3.59 M | 7 | 5.5% | Aumentadas |
|
| 302 |
PIM
Profit Investment Management
North Bethesda,
Maryland
| USD 252 M | +USD 29.4 M | 7 | 11.41% | Aumentadas |
|
| 303 |
Thomaspartners
Boston,
Massachusetts
| USD 250 M | +USD 31.3 M | 3 | 6.01% | Aumentadas |
|
| 304 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 249 M | +USD 21.1 M | 9 | 6.64% | Aumentadas |
|
| 305 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 249 M | +USD 109 M | 10 | 0.83% | Aumentadas |
|
| 306 |
Nomura Asset Management
Tokyo,
Japan
| USD 248 M | -USD 1.62 M | 10 | 4.53% | Reducidas |
|
| 307 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 247 M | +USD 4.86 M | 8 | 4.15% | Aumentadas |
|
| 308 |
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| USD 247 M | -USD 20.2 M | 2 | 4.32% | Reducidas |
|
| 309 |
Edge Asset Management
Seattle,
Washington
| USD 242 M | -USD 2.15 M | 6 | 2.56% | Reducidas |
|
| 310 |
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| USD 242 M | -USD 89.7 M | 2 | 1.85% | Reducidas |
|
| 311 |
1919 Investment Counsel
Baltimore,
Maryland
| USD 237 M | -USD 4.72 M | 7 | 4.85% | Reducidas |
|
| 312 |
Waverton Investment Management
London,
United Kingdom
| USD 237 M | +USD 5.09 M | 5 | 11.25% | Aumentadas |
|
| 313 |
EdgePoint Investment Group
Toronto,
Ontario, Canada
| USD 236 M | +USD 4.42 M | 1 | 5.5% | Aumentadas |
|
| 314 |
Saturna Capital
Bellingham,
Washington
| USD 236 M | -USD 41.8 M | 6 | 6.19% | Reducidas |
|
| 315 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 235 M | -USD 7.78 M | 2 | 8.41% | Reducidas |
|
| 316 |
GTP
Global Thematic Partners
New York
| USD 234 M | -USD 53.6 M | 2 | 3.82% | Reducidas |
|
| 317 |
CS McKee
Pittsburgh,
Pennsylvania
| USD 234 M | -USD 23.7 M | 3 | 5.04% | Reducidas |
|
| 318 |
Third Point
New York
| USD 234 M | +USD 58.5 M | 1 | 3.44% | Aumentadas |
|
| 319 |
Castleark Management
Chicago,
Illinois
| USD 234 M | +USD 89.3 M | 6 | 6.65% | Aumentadas |
|
| 320 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 234 M | +USD 61 M | 3 | 5.99% | Aumentadas |
|
| 321 |
BHF Kleinwort Benson Group
Brussels,
Belgium
| USD 233 M | +USD 166 M | 8 | 6.74% | Aumentadas |
|
| 322 |
SCCM
Schafer Cullen Capital Management
New York
| USD 232 M | -USD 4.16 M | 2 | 2.25% | Reducidas |
|
| 323 |
Regions Financial Corp
Birmingham,
Alabama
| USD 232 M | -USD 6.2 M | 8 | 2.94% | Reducidas |
|
| 324 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 229 M | -USD 9.39 M | 6 | 4.02% | Reducidas |
|
| 325 |
CI Global Investments
Oakland,
California
| USD 227 M | +USD 32.4 M | 5 | 6.04% | Aumentadas |
|