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 |
Welch & Forbes
Boston,
Massachusetts
| USD 160 M | -USD 2.66 M | 6 | 5.05% | Reducidas |
|
| 402 |
Capital Fund Management (CFM)
Paris,
France
| USD 158 M | +USD 91.4 M | 6 | 1.94% | Aumentadas |
|
| 403 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 158 M | USD 0 | 1 | 3.63% | Mantenido |
|
| 404 |
Two Sigma Advisers
New York
| USD 158 M | +USD 873 k | 9 | 1.43% | Aumentadas |
|
| 405 |
Renaissance Group
Covington,
Kentucky
| USD 157 M | -USD 1.04 M | 5 | 6.21% | Reducidas |
|
| 406 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 156 M | +USD 10.5 M | 2 | 8.98% | Aumentadas |
|
| 407 |
City National Bank
Beverly Hills,
Delaware
| USD 156 M | +USD 4.42 M | 6 | 2.19% | Aumentadas |
|
| 408 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 156 M | +USD 33 M | 4 | 4.81% | Aumentadas |
|
| 409 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 154 M | -USD 4.37 M | 4 | 3.43% | Reducidas |
|
| 410 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 154 M | -USD 2 M | 1 | 1.18% | Reducidas |
|
| 411 |
TCM
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
| USD 154 M | -USD 6.44 M | 3 | 4.18% | Reducidas |
|
| 412 |
Analytic Investors
Los Angeles,
California
| USD 153 M | -USD 26.1 M | 3 | 2.33% | Reducidas |
|
| 413 |
TP
Tesuji Partners
Fort Lee,
New Jersey
| USD 153 M | USD 0 | 1 | 13.12% | Mantenido |
|
| 414 |
Virtu KCG Holdings
New York
| USD 153 M | +USD 11.1 M | 12 | 1.9% | Aumentadas |
|
| 415 |
World Asset Management
Detroit,
Michigan
| USD 152 M | -USD 21.1 M | 9 | 4.75% | Reducidas |
|
| 416 |
Gabelli Funds
Rye,
New York
| USD 152 M | -USD 3.5 M | 5 | 0.79% | Reducidas |
|
| 417 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 151 M | +USD 7.44 M | 10 | 2.09% | Aumentadas |
|
| 418 |
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 151 M | +USD 5.6 M | 2 | 16.49% | Aumentadas |
|
| 419 |
Axiom Investors
Greenwich,
Connecticut
| USD 149 M | +USD 38.6 M | 3 | 3.55% | Aumentadas |
|
| 420 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 149 M | +USD 5.91 M | 3 | 15.16% | Aumentadas |
|
| 421 |
Santa Barbara Asset Management
Los Angeles,
California
| USD 148 M | +USD 14.3 M | 1 | 3.16% | Aumentadas |
|
| 422 |
Wasatch Advisors
Salt Lake City,
Utah
| USD 147 M | -USD 13.4 M | 4 | 1.42% | Reducidas |
|
| 423 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 146 M | +USD 144 M | 8 | 6.16% | Nuevas |
|
| 424 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 146 M | +USD 14.4 M | 9 | 4.5% | Aumentadas |
|
| 425 |
Soros Fund Management
New York
| USD 145 M | -USD 184 M | 2 | 1.43% | Reducidas |
|