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 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 239 M | -USD 851 k | 5 | 4.8% | Reducidas |
|
| 327 |
HI
Honeywell International
Charlotte,
North Carolina
| USD 239 M | -USD 9.6 M | 4 | 5.61% | Reducidas |
|
| 328 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 236 M | +USD 1.89 M | 7 | 4.11% | Aumentadas |
|
| 329 |
Castleark Management
Chicago,
Illinois
| USD 234 M | -USD 12.6 M | 6 | 6.65% | Reducidas |
|
| 330 |
ClariVest Asset Management
San Diego,
California
| USD 232 M | +USD 10.8 M | 5 | 8.52% | Aumentadas |
|
| 331 |
Regions Financial Corp
Birmingham,
Alabama
| USD 231 M | -USD 2.76 M | 8 | 2.89% | Reducidas |
|
| 332 |
Abrams Capital Management
Boston,
Massachusetts
| USD 231 M | +USD 69.6 M | 1 | 13.66% | Aumentadas |
|
| 333 |
PointState Capital
New York
| USD 230 M | +USD 154 M | 3 | 4.17% | Aumentadas |
|
| 334 |
Parnassus Investments
San Francisco,
California
| USD 230 M | +USD 89.8 k | 3 | 1.97% | Aumentadas |
|
| 335 |
1919 Investment Counsel
Baltimore,
Maryland
| USD 230 M | +USD 2.14 M | 8 | 4.72% | Aumentadas |
|
| 336 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 227 M | +USD 29.6 M | 8 | 3.8% | Aumentadas |
|
| 337 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 227 M | -USD 21.9 M | 4 | 9.71% | Reducidas |
|
| 338 |
OP
Oldfield Partners
London,
United Kingdom
| USD 226 M | -USD 72.8 M | 2 | 12.96% | Reducidas |
|
| 339 |
Shell Asset Management
The Hague,
Netherlands
| USD 225 M | -USD 3.02 M | 8 | 3.49% | Reducidas |
|
| 340 |
BWA
Brave Warrior Advisors
New York
| USD 224 M | -USD 320 M | 1 | 8.3% | Reducidas |
|
| 341 |
Eagle Asset Management
St Petersburg,
Florida
| USD 224 M | +USD 10.7 M | 3 | 1.28% | Aumentadas |
|
| 342 |
Mawer Investment Management
Calgary,
Alberta, Canada
| USD 221 M | +USD 14.9 k | 2 | 2.96% | Aumentadas |
|
| 343 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 217 M | +USD 7.15 M | 9 | 3.27% | Aumentadas |
|
| 344 |
HighTower Advisors
Chicago,
Illinois
| USD 217 M | +USD 34.7 M | 8 | 3.66% | Aumentadas |
|
| 345 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 216 M | +USD 5.35 M | 2 | 8.46% | Aumentadas |
|
| 346 |
Weitz Investment Management
Omaha,
Nebraska
| USD 216 M | -USD 15.2 M | 3 | 6.35% | Reducidas |
|
| 347 |
Commerce Bank
Kansas City,
Missouri
| USD 215 M | +USD 4.94 M | 8 | 3.55% | Aumentadas |
|
| 348 |
PIM
Profit Investment Management
North Bethesda,
Maryland
| USD 214 M | -USD 26.8 M | 6 | 11.21% | Reducidas |
|
| 349 |
Kames Capital Management
Edinburgh,
United Kingdom
| USD 214 M | -USD 770 k | 5 | 6.69% | Reducidas |
|
| 350 |
Asset Management One
Tokyo,
Japan
| USD 214 M | +USD 14.1 M | 10 | 2.96% | Aumentadas |
|