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 |
Baird
Milwaukee,
Wisconsin
| USD 250 M | +USD 67.7 M | 9 | 2.66% | Aumentadas |
|
| 327 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 249 M | +USD 547 k | 6 | 2.64% | Aumentadas |
|
| 328 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 249 M | +USD 29.3 M | 4 | 10.79% | Aumentadas |
|
| 329 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
| USD 249 M | +USD 55.7 M | 8 | 3.78% | Aumentadas |
|
| 330 |
Edge Asset Management
Seattle,
Washington
| USD 248 M | -USD 203 k | 6 | 2.39% | Reducidas |
|
| 331 |
CC
Carlson Capital
Dallas,
Texas
| USD 248 M | +USD 74 M | 6 | 2.44% | Aumentadas |
|
| 332 |
MC
Montag & Caldwell
Atlanta,
Georgia
| USD 247 M | -USD 146 M | 2 | 2.7% | Reducidas |
|
| 333 |
FQ
First Quadrant
Glendale,
California
| USD 241 M | -USD 1.32 M | 8 | 5.07% | Reducidas |
|
| 334 |
BWA
Brave Warrior Advisors
New York
| USD 238 M | +USD 13.4 M | 1 | 8.28% | Aumentadas |
|
| 335 |
RS Investment Management
San Francisco,
California
| USD 237 M | +USD 92.9 M | 5 | 2.11% | Aumentadas |
|
| 336 |
City National Bank
Beverly Hills,
Delaware
| USD 236 M | -USD 1.38 M | 6 | 2.05% | Reducidas |
|
| 337 |
PointState Capital
New York
| USD 233 M | -USD 18.5 M | 2 | 3.97% | Reducidas |
|
| 338 |
Shell Asset Management
The Hague,
Netherlands
| USD 232 M | +USD 16.8 M | 8 | 3.72% | Aumentadas |
|
| 339 |
Levin Capital Strategies
New York
| USD 232 M | +USD 8.2 M | 6 | 3.51% | Aumentadas |
|
| 340 |
Abrams Capital Management
Boston,
Massachusetts
| USD 231 M | USD 0 | 1 | 11.98% | Mantenido |
|
| 341 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 231 M | +USD 29.2 M | 2 | 8.73% | Aumentadas |
|
| 342 |
PIM
Profit Investment Management
North Bethesda,
Maryland
| USD 228 M | +USD 12.7 M | 6 | 11.39% | Aumentadas |
|
| 343 |
HighTower Advisors
Chicago,
Illinois
| USD 227 M | +USD 17.4 M | 9 | 3.48% | Aumentadas |
|
| 344 |
ClariVest Asset Management
San Diego,
California
| USD 226 M | -USD 234 k | 4 | 7.96% | Reducidas |
|
| 345 |
Geneva Advisors
Chicago,
Illinois
| USD 225 M | +USD 44.5 M | 6 | 4.2% | Aumentadas |
|
| 346 |
OP
Oldfield Partners
London,
United Kingdom
| USD 224 M | -USD 3.07 M | 2 | 13.18% | Reducidas |
|
| 347 |
RIM
Rainier Investment Management
Seattle,
Washington
| USD 223 M | -USD 51.4 M | 5 | 4% | Reducidas |
|
| 348 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 222 M | +USD 16.7 M | 9 | 5.23% | Aumentadas |
|
| 349 |
Beck Mack & Oliver
New York
| USD 221 M | -USD 30.6 M | 6 | 5.36% | Reducidas |
|
| 350 |
Winton Group
London,
United Kingdom
| USD 220 M | -USD 59.8 M | 7 | 2.73% | Reducidas |
|