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 |
HCM
Holland Capital Management
Chicago,
Illinois
| USD 325 M | -USD 30.9 M | 4 | 13.85% | Reducidas |
|
| 352 |
Alyeska Investment Group
Chicago,
Illinois
| USD 323 M | -USD 64.6 M | 5 | 2.62% | Reducidas |
|
| 353 |
Boston Advisors
Boston,
Massachusetts
| USD 321 M | +USD 11.6 M | 8 | 7.58% | Aumentadas |
|
| 354 |
Xact Kapitalforvaltning
Stockholm,
Sweden
| USD 320 M | +USD 20.2 M | 11 | 9.87% | Aumentadas |
|
| 355 |
I.G. Investment Management
Winnipeg,
Manitoba, Canada
| USD 319 M | +USD 10.2 M | 8 | 1.63% | Aumentadas |
|
| 356 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 315 M | -USD 18.3 M | 7 | 8.45% | Reducidas |
|
| 357 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 312 M | -USD 27.9 M | 11 | 2.94% | Reducidas |
|
| 358 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 311 M | +USD 67 k | 11 | 7.45% | Aumentadas |
|
| 359 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 311 M | -USD 40.4 M | 4 | 16.89% | Reducidas |
|
| 360 |
Maverick Capital
Dallas,
Texas
| USD 309 M | +USD 81.7 M | 3 | 3.95% | Aumentadas |
|
| 361 |
FQ
First Quadrant
Glendale,
California
| USD 303 M | -USD 6.75 M | 11 | 5.96% | Reducidas |
|
| 362 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 299 M | +USD 26.4 M | 7 | 3.43% | Aumentadas |
|
| 363 |
John W. Bristol & Co
New York
| USD 298 M | -USD 35.7 M | 4 | 8.21% | Reducidas |
|
| 364 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 293 M | -USD 57 M | 9 | 9.9% | Reducidas |
|
| 365 |
Everett Harris & Co
Los Angeles,
California
| USD 293 M | +USD 2.03 M | 6 | 9.58% | Aumentadas |
|
| 366 |
Waverton Investment Management
London,
United Kingdom
| USD 292 M | +USD 40.7 M | 6 | 18.46% | Aumentadas |
|
| 367 |
CI Global Investments
Oakland,
California
| USD 292 M | +USD 4.47 M | 4 | 6.77% | Aumentadas |
|
| 368 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 292 M | +USD 21.6 M | 13 | 3.89% | Aumentadas |
|
| 369 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 290 M | +USD 28.8 M | 3 | 20.11% | Aumentadas |
|
| 370 |
TI
TRG Investments
Richmond,
Virginia
| USD 289 M | USD 0 | 1 | 42.08% | Mantenido |
|
| 371 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 288 M | -USD 47.1 M | 5 | 12.34% | Reducidas |
|
| 372 |
BB&T Securities
Richmond,
Virginia
| USD 287 M | -USD 1.54 M | 10 | 3.92% | Reducidas |
|
| 373 |
NWQ Investment Management Company
Los Angeles,
California
| USD 286 M | -USD 17.3 M | 3 | 3.77% | Reducidas |
|
| 374 |
Melvin Capital Management
New York
| USD 286 M | +USD 97.4 M | 3 | 4.91% | Aumentadas |
|
| 375 |
FI
Focused Investors
Los Angeles,
California
| USD 286 M | -USD 1.96 M | 2 | 10.31% | Reducidas |
|