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 | |
|---|---|---|---|---|---|---|---|
| 326 |
First Quadrant
Glendale,
California
| USD 203 M | +USD 5.19 M | 9 | 5.14% | Aumentadas |
|
| 327 |
Stifel Nicolaus & Co
St Louis,
Missouri
| USD 200 M | +USD 34.6 M | 9 | 3.31% | Aumentadas |
|
| 328 |
United States Steel & Carnegie Pension Fund
New York
| USD 198 M | -USD 10.4 M | 2 | 4.58% | Reducidas |
|
| 329 |
Analytic Investors
Los Angeles,
California
| USD 197 M | +USD 23.2 M | 7 | 3.18% | Aumentadas |
|
| 330 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 196 M | +USD 1.51 M | 8 | 3.25% | Aumentadas |
|
| 331 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 195 M | +USD 42.8 M | 2 | 5.96% | Aumentadas |
|
| 332 |
Asset Management One
Tokyo,
Japan
| USD 194 M | +USD 13.2 M | 10 | 2.92% | Aumentadas |
|
| 333 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 194 M | +USD 1.79 M | 4 | 3.48% | Aumentadas |
|
| 334 |
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 193 M | +USD 15.7 M | 2 | 8.47% | Aumentadas |
|
| 335 |
Schafer Cullen Capital Management
New York
| USD 193 M | -USD 944 k | 2 | 2.12% | Reducidas |
|
| 336 |
Boston Trust Walden
Boston,
Massachusetts
| USD 193 M | -USD 3.88 M | 6 | 2.95% | Reducidas |
|
| 337 |
Piedmont Investment Advisors
Durham,
North Carolina
| USD 192 M | -USD 28.1 M | 7 | 10.03% | Reducidas |
|
| 338 |
Silvercrest Asset Management
New York
| USD 191 M | -USD 2.47 M | 5 | 3.68% | Reducidas |
|
| 339 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 190 M | +USD 3.4 M | 2 | 4.61% | Aumentadas |
|
| 340 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 190 M | +USD 8.38 M | 8 | 2.22% | Aumentadas |
|
| 341 |
EdgePoint Investment Group
Toronto,
Ontario, Canada
| USD 188 M | +USD 26.2 M | 1 | 5.49% | Aumentadas |
|
| 342 |
SAC Capital Advisors
Stamford,
Connecticut
| USD 187 M | -USD 206 M | 10 | 1.01% | Reducidas |
|
| 343 |
Waverton Investment Management
London,
United Kingdom
| USD 186 M | +USD 32 M | 6 | 10.94% | Aumentadas |
|
| 344 |
Commerce Bank
Kansas City,
Missouri
| USD 185 M | -USD 9.01 M | 7 | 3.34% | Reducidas |
|
| 345 |
Aristotle Capital Management
Los Angeles,
California
| USD 184 M | +USD 44.4 M | 2 | 3.69% | Aumentadas |
|
| 346 |
GMT Capital
Atlanta,
Georgia
| USD 184 M | -USD 785 k | 1 | 4.23% | Reducidas |
|
| 347 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 183 M | +USD 12.9 M | 5 | 3.35% | Aumentadas |
|
| 348 |
ProShare Advisors
Bethesda,
Maryland
| USD 181 M | -USD 135 M | 10 | 4.3% | Reducidas |
|
| 349 |
Scharf Investments
Los Gatos,
California
| USD 180 M | +USD 4.6 M | 3 | 8.52% | Aumentadas |
|
| 350 |
Osterweis Capital Management
San Francisco,
California
| USD 180 M | +USD 19.1 M | 2 | 5.8% | Aumentadas |
|