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 | |
|---|---|---|---|---|---|---|---|
| 401 |
Renaissance Group
Covington,
Kentucky
| USD 155 M | -USD 5.06 M | 5 | 6.27% | Reducidas |
|
| 402 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 155 M | -USD 10.9 M | 7 | 1.42% | Reducidas |
|
| 403 |
Two Sigma Advisers
New York
| USD 155 M | -USD 25.6 M | 7 | 1.49% | Reducidas |
|
| 404 |
TP
Tesuji Partners
Fort Lee,
New Jersey
| USD 154 M | USD 0 | 1 | 12.49% | Mantenido |
|
| 405 |
HL Financial Services
Louisville,
Kentucky
| USD 154 M | +USD 11.1 M | 6 | 4.66% | Aumentadas |
|
| 406 |
Eagle Asset Management
St Petersburg,
Florida
| USD 153 M | -USD 141 M | 4 | 0.86% | Reducidas |
|
| 407 |
PineBridge Investments
New York
| USD 153 M | -USD 21 M | 8 | 4.56% | Reducidas |
|
| 408 |
Honeywell International
Charlotte,
North Carolina
| USD 153 M | +USD 2.76 M | 4 | 3.66% | Aumentadas |
|
| 409 |
Martingale Asset Management
Boston,
Massachusetts
| USD 153 M | -USD 19.4 M | 7 | 5.31% | Reducidas |
|
| 410 |
TCM
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
| USD 152 M | -USD 6.4 M | 3 | 4.15% | Reducidas |
|
| 411 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 152 M | +USD 8.52 M | 4 | 3.38% | Aumentadas |
|
| 412 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 151 M | -USD 769 k | 3 | 1.39% | Reducidas |
|
| 413 |
Gabelli Funds
Rye,
New York
| USD 151 M | +USD 3.24 M | 5 | 0.8% | Aumentadas |
|
| 414 |
Wasatch Advisors
Salt Lake City,
Utah
| USD 151 M | +USD 5.13 M | 4 | 1.48% | Aumentadas |
|
| 415 |
City National Bank
Beverly Hills,
Delaware
| USD 150 M | +USD 8.99 M | 5 | 2.26% | Aumentadas |
|
| 416 |
River Road Asset Management
Louisville,
Kentucky
| USD 150 M | +USD 27 M | 2 | 1.62% | Aumentadas |
|
| 417 |
Conatus Capital Management
Greenwich,
Connecticut
| USD 150 M | +USD 44.4 M | 1 | 5.62% | Aumentadas |
|
| 418 |
Cambiar Investors
Denver,
Colorado
| USD 149 M | -USD 49.3 M | 2 | 2.2% | Reducidas |
|
| 419 |
WestEnd Advisors
Charlotte,
North Carolina
| USD 148 M | -USD 156 M | 1 | 5.35% | Reducidas |
|
| 420 |
RS Investment Management
San Francisco,
California
| USD 148 M | -USD 6.93 M | 6 | 0.9% | Reducidas |
|
| 421 |
Zweig-DiMenna Associates
New York
| USD 148 M | +USD 43.7 M | 4 | 5.43% | Aumentadas |
|
| 422 |
Slate Path Capital
New York
| USD 146 M | USD 0 | 1 | 5.03% | Mantenido |
|
| 423 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
| USD 146 M | -USD 27.3 M | 8 | 3.86% | Reducidas |
|
| 424 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 145 M | USD 0 | 1 | 3.28% | Mantenido |
|
| 425 |
Ashfield Capital Partners
San Francisco,
California
| USD 145 M | -USD 2.16 M | 6 | 6.92% | Reducidas |
|