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 |
MCIM
Meadow Creek Investment Management
Atlanta,
Georgia
| USD 426 M | +USD 4.33 M | 16 | 9.9% | Aumentadas |
|
| 327 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 422 M | +USD 18.3 M | 7 | 5.04% | Aumentadas |
|
| 328 |
EP
Elkfork Partners
Portland,
Oregon
| USD 421 M | +USD 10.2 M | 13 | 11.87% | Aumentadas |
|
| 329 |
Wolverine Trading
Chicago,
Illinois
| USD 421 M | -USD 133 M | 15 | 1.19% | Reducidas |
|
| 330 |
SCM
Steadfast Capital Management
New York
| USD 416 M | -USD 57.8 M | 3 | 7.4% | Reducidas |
|
| 331 |
Carmignac Gestion
Paris,
France
| USD 416 M | -USD 155 M | 2 | 6.28% | Reducidas |
|
| 332 |
Hosking Partners
London,
United Kingdom
| USD 415 M | -USD 22.8 M | 8 | 11.8% | Reducidas |
|
| 333 |
Creative Planning
Overland Park,
Kansas
| USD 410 M | +USD 11.8 M | 16 | 1.68% | Aumentadas |
|
| 334 |
Smith Group Asset Management
Dallas,
Texas
| USD 406 M | +USD 14.2 M | 6 | 14.31% | Aumentadas |
|
| 335 |
Barings
Charlotte,
North Carolina
| USD 401 M | -USD 24 M | 14 | 7.05% | Reducidas |
|
| 336 |
SG Americas Securities
New York
| USD 399 M | -USD 85.5 M | 16 | 3.49% | Reducidas |
|
| 337 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 394 M | +USD 25.9 M | 12 | 7.14% | Aumentadas |
|
| 338 |
International Value Advisers
| USD 394 M | -USD 52.2 M | 3 | 12% | Reducidas |
|
| 339 |
Ursa Fund Management
Danville,
California
| USD 385 M | +USD 389 M | 3 | 16.31% | Aumentadas |
|
| 340 |
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| USD 384 M | +USD 127 M | 2 | 36.26% | Aumentadas |
|
| 341 |
Ladenburg Thalmann Financial Services
Miami,
Florida
| USD 382 M | +USD 29 M | 24 | 3.44% | Aumentadas |
|
| 342 |
Davenport & Co
Richmond,
Virginia
| USD 379 M | -USD 20 M | 8 | 5.22% | Reducidas |
|
| 343 |
Dragoneer Investment Group
San Francisco,
California
| USD 377 M | +USD 97.5 M | 2 | 29.37% | Aumentadas |
|
| 344 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 373 M | -USD 23.2 M | 11 | 4% | Reducidas |
|
| 345 |
PCM
Palestra Capital Management
New York
| USD 371 M | -USD 64.9 M | 2 | 17.8% | Reducidas |
|
| 346 |
Elephas Investment Management
Hong Kong
| USD 371 M | +USD 330 M | 5 | 22.15% | Aumentadas |
|
| 347 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 370 M | -USD 7.24 M | 14 | 2.72% | Reducidas |
|
| 348 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 369 M | -USD 18.5 M | 12 | 15.13% | Reducidas |
|
| 349 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 369 M | +USD 64 M | 2 | 4.84% | Aumentadas |
|
| 350 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 368 M | -USD 5.35 M | 11 | 3.99% | Reducidas |
|