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 |
Moore Capital Management
New York
| USD 281 M | +USD 190 M | 4 | 8.72% | Aumentadas |
|
| 352 |
BRC
Blue Ridge Capital
New York
| USD 279 M | -USD 34.7 M | 1 | 3.1% | Reducidas |
|
| 353 |
YCMGA
York Capital Management Global Advisors
New York
| USD 278 M | +USD 261 M | 2 | 4.12% | Nuevas |
|
| 354 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 277 M | -USD 19.6 M | 12 | 2.31% | Reducidas |
|
| 355 |
Abrams Capital Management
Boston,
Massachusetts
| USD 276 M | USD 0 | 1 | 15.11% | Mantenido |
|
| 356 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 271 M | -USD 252 M | 3 | 1.72% | Reducidas |
|
| 357 |
London Company of Virginia
Richmond,
Virginia
| USD 271 M | +USD 18.4 M | 5 | 2.34% | Aumentadas |
|
| 358 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 271 M | +USD 54.9 M | 8 | 3.15% | Aumentadas |
|
| 359 |
BHF Kleinwort Benson Group
Brussels,
Belgium
| USD 269 M | +USD 216 M | 8 | 6.17% | Aumentadas |
|
| 360 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 268 M | -USD 4.82 M | 11 | 6.31% | Reducidas |
|
| 361 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 268 M | +USD 101 M | 9 | 5.33% | Aumentadas |
|
| 362 |
Victory Capital Management
San Antonio,
Texas
| USD 266 M | -USD 140 M | 13 | 1.11% | Reducidas |
|
| 363 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 265 M | +USD 43.3 M | 12 | 7.64% | Aumentadas |
|
| 364 |
CI Global Investments
Oakland,
California
| USD 265 M | +USD 57.6 M | 2 | 5.74% | Aumentadas |
|
| 365 |
Jupiter Investment Management
London,
United Kingdom
| USD 264 M | +USD 76.4 M | 8 | 7.03% | Aumentadas |
|
| 366 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 261 M | +USD 5.56 M | 3 | 7.67% | Aumentadas |
|
| 367 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 260 M | +USD 6.19 M | 11 | 7.04% | Aumentadas |
|
| 368 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 258 M | +USD 48.6 M | 9 | 8.52% | Aumentadas |
|
| 369 |
Boston Trust Walden
Boston,
Massachusetts
| USD 256 M | +USD 23.1 M | 8 | 4.75% | Aumentadas |
|
| 370 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 256 M | +USD 38.6 M | 4 | 4.79% | Aumentadas |
|
| 371 |
TP
Thunderbird Partners
London,
United Kingdom
| USD 255 M | +USD 242 M | 2 | 58.78% | Nuevas |
|
| 372 |
HL Financial Services
Louisville,
Kentucky
| USD 254 M | +USD 3.81 M | 8 | 6.49% | Aumentadas |
|
| 373 |
MC
Montag & Caldwell
Atlanta,
Georgia
| USD 254 M | -USD 50.7 M | 3 | 4.69% | Reducidas |
|
| 374 |
Bain Capital Public Equity Management
Boston,
Massachusetts
| USD 254 M | +USD 20.8 M | 2 | 7.28% | Aumentadas |
|
| 375 |
Everett Harris & Co
Los Angeles,
California
| USD 254 M | +USD 11.7 M | 6 | 8.85% | Aumentadas |
|