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 | |
|---|---|---|---|---|---|---|---|
| 351 |
Sustainable Growth Advisers
Stamford,
Connecticut
| USD 180 M | +USD 11 M | 1 | 3.97% | Aumentadas |
|
| 352 |
Everett Harris & Co
Los Angeles,
California
| USD 179 M | -USD 803 k | 5 | 7.32% | Reducidas |
|
| 353 |
AC
Amici Capital
New York
| USD 178 M | +USD 3.75 M | 2 | 6.45% | Aumentadas |
|
| 354 |
Andra AP-fonden
Goteborg,
Sweden
| USD 178 M | -USD 4.39 M | 9 | 4.53% | Reducidas |
|
| 355 |
Beck Mack & Oliver
New York
| USD 177 M | +USD 26 M | 3 | 4.66% | Aumentadas |
|
| 356 |
SA
SQ Advisors
Naples,
Florida
| USD 176 M | +USD 8.39 M | 1 | 9.4% | Aumentadas |
|
| 357 |
Natixis Advisors
Boston,
Massachusetts
| USD 175 M | +USD 15.7 M | 9 | 3.23% | Aumentadas |
|
| 358 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 175 M | -USD 1.71 M | 9 | 5.65% | Reducidas |
|
| 359 |
World Asset Management
Detroit,
Michigan
| USD 172 M | -USD 19.1 M | 9 | 4.29% | Reducidas |
|
| 360 |
GLG Inc
New York
| USD 171 M | +USD 47 M | 9 | 3.36% | Aumentadas |
|
| 361 |
Two Sigma Advisers
New York
| USD 170 M | +USD 94.5 M | 8 | 2.02% | Aumentadas |
|
| 362 |
CAM
Capstone Asset Management
Houston,
Texas
| USD 167 M | +USD 10 M | 9 | 4.02% | Aumentadas |
|
| 363 |
BHG
Blue Harbour Group
Greenwich,
Connecticut
| USD 166 M | +USD 4.31 M | 1 | 12.39% | Aumentadas |
|
| 364 |
Bain Capital Public Equity Management
Boston,
Massachusetts
| USD 165 M | -USD 37.6 M | 1 | 4.15% | Reducidas |
|
| 365 |
DSM Capital Partners
Palm Beach Gardens,
Florida
| USD 164 M | -USD 1.51 M | 1 | 3.71% | Reducidas |
|
| 366 |
IronBridge Capital Management
Oakbrook Terrace,
Illinois
| USD 163 M | -USD 24.9 M | 5 | 3.45% | Reducidas |
|
| 367 |
TCM
Tiger Consumer Management
New York
| USD 163 M | +USD 101 M | 2 | 6.75% | Aumentadas |
|
| 368 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 161 M | -USD 3.49 M | 9 | 1.03% | Reducidas |
|
| 369 |
Parnassus Investments
San Francisco,
California
| USD 161 M | -USD 8.6 M | 2 | 1.84% | Reducidas |
|
| 370 |
Westwood Holdings Group
Dallas,
Texas
| USD 160 M | -USD 125 M | 3 | 1.35% | Reducidas |
|
| 371 |
Dai-ichi Life Holdings
Tokyo,
Japan
| USD 160 M | -USD 11.4 M | 9 | 5.59% | Reducidas |
|
| 372 |
Geneva Advisors
Chicago,
Illinois
| USD 159 M | +USD 23.1 M | 6 | 3.3% | Aumentadas |
|
| 373 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 159 M | -USD 30.7 M | 6 | 1.86% | Reducidas |
|
| 374 |
TGCM
Tukman Grossman Capital Management
Larkspur,
California
| USD 157 M | -USD 23.7 M | 2 | 8.63% | Reducidas |
|
| 375 |
Cambiar Investors
Denver,
Colorado
| USD 157 M | -USD 3.64 M | 2 | 2.57% | Reducidas |
|