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 |
MCIM
Meadow Creek Investment Management
Atlanta,
Georgia
| USD 425 M | +USD 18.9 M | 11 | 10.27% | Aumentadas |
|
| 302 |
Hosking Partners
London,
United Kingdom
| USD 422 M | +USD 36.9 M | 6 | 11.72% | Aumentadas |
|
| 303 |
SG Americas Securities
New York
| USD 419 M | -USD 95.5 M | 16 | 3.71% | Reducidas |
|
| 304 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| USD 419 M | +USD 29.5 M | 13 | 3.19% | Aumentadas |
|
| 305 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 418 M | -USD 13.3 M | 12 | 5.26% | Reducidas |
|
| 306 |
Westwood Holdings Group
Dallas,
Texas
| USD 418 M | +USD 34.3 M | 6 | 3.4% | Aumentadas |
|
| 307 |
Atalanta Sosnoff Capital
New York
| USD 414 M | +USD 31.3 M | 6 | 14.52% | Aumentadas |
|
| 308 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 409 M | +USD 198 k | 11 | 7.99% | Aumentadas |
|
| 309 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 403 M | +USD 32.7 M | 11 | 7.81% | Aumentadas |
|
| 310 |
Moore Capital Management
New York
| USD 401 M | +USD 318 M | 5 | 10.81% | Aumentadas |
|
| 311 |
EP
Elkfork Partners
Portland,
Oregon
| USD 399 M | +USD 17.8 M | 9 | 12.24% | Aumentadas |
|
| 312 |
International Value Advisers
| USD 399 M | -USD 2.04 M | 4 | 12.68% | Reducidas |
|
| 313 |
CS
Cisco Systems
San Jose,
California
| USD 399 M | USD 0 | 1 | 51.63% | Mantenido |
|
| 314 |
MC
Montag & Caldwell
Atlanta,
Georgia
| USD 398 M | +USD 5.62 M | 5 | 11.4% | Aumentadas |
|
| 315 |
FC
Fairpointe Capital
Chicago,
Illinois
| USD 397 M | +USD 28.1 M | 5 | 7.72% | Aumentadas |
|
| 316 |
Appaloosa LP
Short Hills,
New Jersey
| USD 394 M | -USD 6.56 M | 1 | 6.47% | Reducidas |
|
| 317 |
WCM Investment Management
Laguna Beach,
California
| USD 390 M | +USD 17.4 M | 3 | 4.22% | Aumentadas |
|
| 318 |
Discovery Capital Management
South Norwalk,
Connecticut
| USD 388 M | -USD 220 M | 3 | 7.22% | Reducidas |
|
| 319 |
Silver Lake Group
Menlo Park,
California
| USD 387 M | -USD 204 M | 1 | 11.38% | Reducidas |
|
| 320 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 384 M | -USD 5.47 M | 7 | 7.82% | Reducidas |
|
| 321 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
| USD 383 M | -USD 118 M | 8 | 3.61% | Reducidas |
|
| 322 |
HMP
HS Management Partners
New York
| USD 379 M | +USD 70 M | 2 | 13.28% | Aumentadas |
|
| 323 |
ExxonMobil Investment Management
Irving,
Texas
| USD 379 M | -USD 16.3 M | 10 | 8.36% | Reducidas |
|
| 324 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 374 M | +USD 1.21 M | 7 | 4.29% | Aumentadas |
|
| 325 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 371 M | -USD 34.4 M | 13 | 6.26% | Reducidas |
|