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 | |
|---|---|---|---|---|---|---|---|
| 376 |
Analytic Investors
Los Angeles,
California
| USD 197 M | +USD 36.6 M | 6 | 2.82% | Aumentadas |
|
| 377 |
Maverick Capital
Dallas,
Texas
| USD 195 M | +USD 198 M | 1 | 2.86% | Nuevas |
|
| 378 |
CI Global Investments
Oakland,
California
| USD 195 M | -USD 137 M | 5 | 4.43% | Reducidas |
|
| 379 |
SC
Stralem & Co
New York
| USD 194 M | -USD 46.1 M | 3 | 7.79% | Reducidas |
|
| 380 |
Cambiar Investors
Denver,
Colorado
| USD 193 M | +USD 858 k | 2 | 2.77% | Aumentadas |
|
| 381 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
| USD 193 M | +USD 41.2 M | 8 | 3.32% | Aumentadas |
|
| 382 |
Marshall Wace
London,
United Kingdom
| USD 192 M | -USD 11.4 M | 8 | 2.77% | Reducidas |
|
| 383 |
Waverton Investment Management
London,
United Kingdom
| USD 192 M | +USD 19.2 M | 4 | 13.21% | Aumentadas |
|
| 384 |
Everett Harris & Co
Los Angeles,
California
| USD 190 M | -USD 10.7 M | 6 | 6.87% | Reducidas |
|
| 385 |
Madison Investment Holdings
Madison,
Wisconsin
| USD 190 M | -USD 30.3 M | 5 | 4.18% | Reducidas |
|
| 386 |
Huntington National Bank
Columbus,
Ohio
| USD 188 M | +USD 4.12 M | 6 | 3.86% | Aumentadas |
|
| 387 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
| USD 188 M | -USD 1.39 M | 2 | 11.01% | Reducidas |
|
| 388 |
Geneva Advisors
Chicago,
Illinois
| USD 187 M | +USD 730 k | 6 | 3.53% | Aumentadas |
|
| 389 |
Saturna Capital
Bellingham,
Washington
| USD 187 M | -USD 16.1 M | 6 | 5% | Reducidas |
|
| 390 |
Alkeon Capital Management
New York
| USD 185 M | +USD 42 M | 2 | 3.66% | Aumentadas |
|
| 391 |
Baird
Milwaukee,
Wisconsin
| USD 184 M | +USD 41.8 M | 8 | 2.59% | Aumentadas |
|
| 392 |
Bain Capital Public Equity Management
Boston,
Massachusetts
| USD 184 M | +USD 68.7 M | 2 | 4.72% | Aumentadas |
|
| 393 |
GMT Capital
Atlanta,
Georgia
| USD 182 M | +USD 5.39 M | 2 | 3.91% | Aumentadas |
|
| 394 |
MAM
Marketfield Asset Management
New York
| USD 182 M | +USD 188 M | 1 | 1.72% | Nuevas |
|
| 395 |
BHF Kleinwort Benson Group
Brussels,
Belgium
| USD 179 M | +USD 13.5 M | 8 | 5.85% | Aumentadas |
|
| 396 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
| USD 178 M | -USD 8.91 M | 7 | 3.67% | Reducidas |
|
| 397 |
CC
Carlson Capital
Dallas,
Texas
| USD 177 M | +USD 32.1 M | 5 | 1.91% | Aumentadas |
|
| 398 |
Martingale Asset Management
Boston,
Massachusetts
| USD 176 M | +USD 6 M | 6 | 5.46% | Aumentadas |
|
| 399 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 176 M | USD 0 | 2 | 4.13% | Mantenido |
|
| 400 |
Norinchukin Bank
Tokyo,
Japan
| USD 174 M | +USD 4.61 M | 8 | 4.98% | Aumentadas |
|