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 |
Axiom Investors
Greenwich,
Connecticut
| USD 226 M | +USD 38.7 M | 4 | 7.12% | Aumentadas |
|
| 352 |
Shell Asset Management
The Hague,
Netherlands
| USD 225 M | +USD 25.2 M | 8 | 3.56% | Aumentadas |
|
| 353 |
Geneva Advisors
Chicago,
Illinois
| USD 224 M | +USD 29.3 M | 7 | 4.51% | Aumentadas |
|
| 354 |
EP
Edinburgh Partners
Edinburgh,
United Kingdom
| USD 223 M | -USD 20.9 M | 2 | 23.5% | Reducidas |
|
| 355 |
Alkeon Capital Management
New York
| USD 221 M | +USD 141 M | 1 | 4.6% | Aumentadas |
|
| 356 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 220 M | +USD 48.6 M | 2 | 6.57% | Aumentadas |
|
| 357 |
Abrams Capital Management
Boston,
Massachusetts
| USD 220 M | USD 0 | 1 | 15.78% | Mantenido |
|
| 358 |
Beck Mack & Oliver
New York
| USD 216 M | +USD 8.96 M | 7 | 6.55% | Aumentadas |
|
| 359 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 215 M | +USD 10 M | 8 | 3.42% | Aumentadas |
|
| 360 |
JP Morgan Private Wealth Advisors
San Francisco,
California
| USD 215 M | -USD 106 M | 10 | 2.69% | Reducidas |
|
| 361 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 214 M | +USD 17.7 M | 5 | 3.08% | Aumentadas |
|
| 362 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 214 M | +USD 1.17 M | 9 | 6.13% | Aumentadas |
|
| 363 |
HL Financial Services
Louisville,
Kentucky
| USD 214 M | +USD 3.02 M | 7 | 6.03% | Aumentadas |
|
| 364 |
HMP
HS Management Partners
New York
| USD 212 M | -USD 135 M | 2 | 8.51% | Reducidas |
|
| 365 |
Brandes Investment Partners
La Jolla,
California
| USD 208 M | -USD 1.33 M | 2 | 3.04% | Reducidas |
|
| 366 |
HSG Holding
Na,
Hong Kong
| USD 205 M | USD 0 | 1 | 19.58% | Mantenido |
|
| 367 |
Cambiar Investors
Denver,
Colorado
| USD 205 M | -USD 5.85 M | 2 | 3.02% | Reducidas |
|
| 368 |
Commerce Bank
Kansas City,
Missouri
| USD 202 M | +USD 1.19 M | 7 | 3.48% | Aumentadas |
|
| 369 |
Boston Trust Walden
Boston,
Massachusetts
| USD 202 M | +USD 14.4 M | 8 | 3.37% | Aumentadas |
|
| 370 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 200 M | -USD 67.7 M | 4 | 0.95% | Reducidas |
|
| 371 |
OP
Oldfield Partners
London,
United Kingdom
| USD 200 M | -USD 3.7 M | 2 | 14.34% | Reducidas |
|
| 372 |
SCCM
Schafer Cullen Capital Management
New York
| USD 198 M | -USD 11.6 M | 2 | 2.27% | Reducidas |
|
| 373 |
FFH
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| USD 198 M | USD 0 | 1 | 18.27% | Mantenido |
|
| 374 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
| USD 197 M | -USD 1.31 M | 2 | 11.09% | Reducidas |
|
| 375 |
Everett Harris & Co
Los Angeles,
California
| USD 196 M | +USD 9.35 M | 7 | 7.17% | Aumentadas |
|