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 |
Beck Mack & Oliver
New York
| USD 211 M | -USD 2.53 M | 6 | 5.29% | Reducidas |
|
| 352 |
Schafer Cullen Capital Management
New York
| USD 209 M | +USD 27.4 M | 2 | 2.07% | Aumentadas |
|
| 353 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
| USD 207 M | -USD 32.2 M | 8 | 3.12% | Reducidas |
|
| 354 |
Shell Asset Management
The Hague,
Netherlands
| USD 206 M | -USD 16.1 M | 8 | 3.59% | Reducidas |
|
| 355 |
Valiant Capital Management
San Francisco,
California
| USD 205 M | +USD 18 M | 2 | 19.5% | Aumentadas |
|
| 356 |
Abrams Capital Management
Boston,
Massachusetts
| USD 202 M | USD 0 | 1 | 15.06% | Mantenido |
|
| 357 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 201 M | +USD 183 M | 6 | 5.3% | Aumentadas |
|
| 358 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 200 M | +USD 6.58 M | 9 | 5.25% | Aumentadas |
|
| 359 |
Numeric Investors
Boston,
Massachusetts
| USD 199 M | +USD 7.66 M | 3 | 2.45% | Aumentadas |
|
| 360 |
Madison Investment Holdings
Madison,
Wisconsin
| USD 195 M | -USD 16.4 M | 5 | 3.83% | Reducidas |
|
| 361 |
Hitchwood Capital Management
New York
| USD 195 M | +USD 168 M | 2 | 10.4% | Aumentadas |
|
| 362 |
Envestnet Asset Management
Chicago,
Illinois
| USD 195 M | +USD 187 M | 10 | 1.01% | Aumentadas |
|
| 363 |
Commerce Bank
Kansas City,
Missouri
| USD 194 M | -USD 96.6 k | 8 | 3.02% | Reducidas |
|
| 364 |
River Road Asset Management
Louisville,
Kentucky
| USD 194 M | +USD 18.3 M | 4 | 2.68% | Aumentadas |
|
| 365 |
Oldfield Partners
London,
United Kingdom
| USD 193 M | -USD 3.41 M | 2 | 11.8% | Reducidas |
|
| 366 |
Boston Trust Walden
Boston,
Massachusetts
| USD 192 M | +USD 1.83 M | 6 | 2.85% | Aumentadas |
|
| 367 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 191 M | -USD 3.47 M | 7 | 2.31% | Reducidas |
|
| 368 |
Eminence Capital
New York
| USD 191 M | +USD 56.3 M | 1 | 2.95% | Aumentadas |
|
| 369 |
CI Global Investments
Oakland,
California
| USD 190 M | -USD 56.9 M | 4 | 4.08% | Reducidas |
|
| 370 |
Saturna Capital
Bellingham,
Washington
| USD 190 M | -USD 4.22 M | 7 | 5.09% | Reducidas |
|
| 371 |
CS McKee
Pittsburgh,
Pennsylvania
| USD 188 M | -USD 11.7 M | 3 | 4.91% | Reducidas |
|
| 372 |
Point72 Asset Management
Stamford,
Connecticut
| USD 186 M | -USD 41.4 M | 6 | 1.27% | Reducidas |
|
| 373 |
JAT Capital Management LP (Connecticut)
Greenwich,
Connecticut
| USD 185 M | +USD 87.8 M | 3 | 4.98% | Aumentadas |
|
| 374 |
Eagle Asset Management
St Petersburg,
Florida
| USD 184 M | +USD 11.3 M | 3 | 1.05% | Aumentadas |
|
| 375 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 184 M | +USD 7.57 M | 2 | 1.74% | Aumentadas |
|