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 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 222 M | -USD 6.31 M | 6 | 3.77% | Reducidas |
|
| 327 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 222 M | +USD 87 M | 5 | 4.41% | Aumentadas |
|
| 328 |
1919 Investment Counsel
Baltimore,
Maryland
| USD 220 M | -USD 12.8 M | 7 | 4.49% | Reducidas |
|
| 329 |
Shell Asset Management
The Hague,
Netherlands
| USD 219 M | +USD 6.9 M | 8 | 3.37% | Aumentadas |
|
| 330 |
Two Sigma Advisers
New York
| USD 217 M | +USD 68.4 M | 7 | 1.7% | Aumentadas |
|
| 331 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 216 M | -USD 53.3 M | 1 | 4.39% | Reducidas |
|
| 332 |
Boston Trust Walden
Boston,
Massachusetts
| USD 215 M | -USD 4.32 M | 6 | 3.13% | Reducidas |
|
| 333 |
CS McKee
Pittsburgh,
Pennsylvania
| USD 215 M | -USD 21.5 M | 3 | 4.56% | Reducidas |
|
| 334 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 215 M | -USD 19.7 M | 3 | 5.3% | Reducidas |
|
| 335 |
Madison Investment Holdings
Madison,
Wisconsin
| USD 214 M | -USD 8.28 M | 5 | 4.4% | Reducidas |
|
| 336 |
DL
Delta Lloyd
Amsterdam,
Netherlands
| USD 214 M | +USD 10.4 M | 9 | 6.7% | Aumentadas |
|
| 337 |
ClariVest Asset Management
San Diego,
California
| USD 213 M | +USD 20.9 M | 5 | 8.06% | Aumentadas |
|
| 338 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 211 M | +USD 14.1 M | 2 | 8.35% | Aumentadas |
|
| 339 |
Osterweis Capital Management
San Francisco,
California
| USD 210 M | +USD 1.65 M | 2 | 6.02% | Aumentadas |
|
| 340 |
Levin Capital Strategies
New York
| USD 210 M | -USD 10.8 M | 5 | 3.23% | Reducidas |
|
| 341 |
Soros Fund Management
New York
| USD 210 M | +USD 58.6 M | 3 | 1.58% | Aumentadas |
|
| 342 |
Kames Capital Management
Edinburgh,
United Kingdom
| USD 209 M | -USD 11.8 M | 5 | 6.67% | Reducidas |
|
| 343 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 205 M | -USD 11.3 M | 9 | 5.09% | Reducidas |
|
| 344 |
Castleark Management
Chicago,
Illinois
| USD 204 M | -USD 20.9 M | 6 | 5.63% | Reducidas |
|
| 345 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 203 M | -USD 11.4 M | 9 | 2.99% | Reducidas |
|
| 346 |
Marshall Wace
London,
United Kingdom
| USD 203 M | +USD 60 M | 7 | 2.99% | Aumentadas |
|
| 347 |
Commerce Bank
Kansas City,
Missouri
| USD 202 M | +USD 615 k | 7 | 3.31% | Aumentadas |
|
| 348 |
TCM
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
| USD 201 M | +USD 31 M | 3 | 4.96% | Aumentadas |
|
| 349 |
Saturna Capital
Bellingham,
Washington
| USD 200 M | -USD 40.6 M | 6 | 5.21% | Reducidas |
|
| 350 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 198 M | -USD 1.32 M | 7 | 2.12% | Reducidas |
|