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 |
Abrams Capital Management
Boston,
Massachusetts
| USD 220 M | USD 0 | 1 | 14.93% | Mantenido |
|
| 352 |
IIM
Ivory Investment Management
New York
| USD 220 M | +USD 182 M | 2 | 5.35% | Aumentadas |
|
| 353 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 219 M | -USD 5.75 M | 9 | 5.09% | Reducidas |
|
| 354 |
United States Steel & Carnegie Pension Fund
New York
| USD 219 M | -USD 41.9 M | 3 | 4.56% | Reducidas |
|
| 355 |
TCM
Tybourne Capital Management
Hong Kong
| USD 218 M | +USD 30.1 M | 1 | 18.49% | Aumentadas |
|
| 356 |
General Atlantic
New York
| USD 216 M | -USD 276 M | 1 | 9.83% | Reducidas |
|
| 357 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 213 M | +USD 16.1 M | 6 | 5.89% | Aumentadas |
|
| 358 |
Brandes Investment Partners
La Jolla,
California
| USD 211 M | +USD 24.1 M | 2 | 2.7% | Aumentadas |
|
| 359 |
HL Financial Services
Louisville,
Kentucky
| USD 210 M | +USD 44.7 M | 8 | 5.56% | Aumentadas |
|
| 360 |
ZAM
Zenit Asset Management
Stockholm,
Sweden
| USD 210 M | +USD 69.3 M | 2 | 32.38% | Aumentadas |
|
| 361 |
SCCM
Schafer Cullen Capital Management
New York
| USD 209 M | -USD 17.3 M | 2 | 2.16% | Reducidas |
|
| 362 |
Numeric Investors
Boston,
Massachusetts
| USD 206 M | -USD 1.89 M | 4 | 2.37% | Reducidas |
|
| 363 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 204 M | +USD 7.98 M | 7 | 2.76% | Aumentadas |
|
| 364 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 203 M | -USD 2.41 M | 9 | 5.4% | Reducidas |
|
| 365 |
EverPoint Asset Management
Stamford,
Connecticut
| USD 203 M | +USD 79.2 M | 5 | 3.71% | Aumentadas |
|
| 366 |
OP
Oldfield Partners
London,
United Kingdom
| USD 203 M | -USD 6.58 M | 2 | 11.93% | Reducidas |
|
| 367 |
Alleghany Corporation
New York
| USD 201 M | +USD 116 M | 1 | 6.88% | Aumentadas |
|
| 368 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 201 M | +USD 17 M | 3 | 3.52% | Aumentadas |
|
| 369 |
Beck Mack & Oliver
New York
| USD 201 M | -USD 14.8 M | 6 | 5.24% | Reducidas |
|
| 370 |
Eagle Asset Management
St Petersburg,
Florida
| USD 201 M | +USD 1.06 M | 4 | 1.13% | Aumentadas |
|
| 371 |
CIBC World Markets
New York
| USD 200 M | +USD 68.6 M | 6 | 6.33% | Aumentadas |
|
| 372 |
Silvercrest Asset Management
New York
| USD 200 M | +USD 26.3 M | 5 | 2.67% | Aumentadas |
|
| 373 |
Cambiar Investors
Denver,
Colorado
| USD 199 M | +USD 70.8 M | 2 | 2.79% | Aumentadas |
|
| 374 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 198 M | +USD 12.1 M | 2 | 1.82% | Aumentadas |
|
| 375 |
HCM
Hoplite Capital Management
New York
| USD 197 M | +USD 203 M | 2 | 5.28% | Nuevas |
|