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 |
Gotham Asset Management
New York
| USD 153 M | +USD 85.3 M | 5 | 1.92% | Aumentadas |
|
| 402 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 152 M | +USD 3.07 M | 12 | 1.86% | Aumentadas |
|
| 403 |
Ignis Investment Services
Edinburgh,
United Kingdom
| USD 152 M | -USD 14.3 M | 4 | 5.09% | Reducidas |
|
| 404 |
TGCM
Tukman Grossman Capital Management
Larkspur,
California
| USD 152 M | -USD 1.15 M | 1 | 7.37% | Reducidas |
|
| 405 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 151 M | +USD 4.38 M | 3 | 15.05% | Aumentadas |
|
| 406 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 151 M | +USD 10.4 M | 5 | 2.47% | Aumentadas |
|
| 407 |
World Asset Management
Detroit,
Michigan
| USD 151 M | -USD 1.49 M | 9 | 4.59% | Reducidas |
|
| 408 |
Santa Barbara Asset Management
Los Angeles,
California
| USD 150 M | -USD 385 k | 1 | 3.08% | Reducidas |
|
| 409 |
VanEck Associates
New York
| USD 150 M | +USD 51.3 M | 4 | 0.69% | Aumentadas |
|
| 410 |
ACM
Andor Capital Management
Rye Brook,
New York
| USD 149 M | -USD 125 M | 2 | 8.1% | Reducidas |
|
| 411 |
Davenport & Co
Richmond,
Virginia
| USD 147 M | +USD 5.71 M | 7 | 2.5% | Aumentadas |
|
| 412 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
| USD 147 M | +USD 14 M | 8 | 2.75% | Aumentadas |
|
| 413 |
SM
Seminole Management
New York
| USD 147 M | -USD 42 M | 3 | 7.05% | Reducidas |
|
| 414 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 146 M | +USD 153 k | 8 | 6.02% | Aumentadas |
|
| 415 |
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 146 M | -USD 5.43 M | 2 | 15.36% | Reducidas |
|
| 416 |
Wasatch Advisors
Salt Lake City,
Utah
| USD 145 M | -USD 2.84 M | 4 | 1.41% | Reducidas |
|
| 417 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 144 M | +USD 48.7 M | 4 | 0.74% | Aumentadas |
|
| 418 |
Criterion Capital Management
San Francisco,
California
| USD 144 M | -USD 22.4 M | 1 | 4.3% | Reducidas |
|
| 419 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 144 M | +USD 15.7 M | 1 | 1.22% | Aumentadas |
|
| 420 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 143 M | -USD 1.11 M | 5 | 7.21% | Reducidas |
|
| 421 |
London Company of Virginia
Richmond,
Virginia
| USD 143 M | +USD 8.29 M | 2 | 1.56% | Aumentadas |
|
| 422 |
Abrams Capital Management
Boston,
Massachusetts
| USD 143 M | USD 0 | 1 | 10.07% | Mantenido |
|
| 423 |
HBK Investments
Dallas,
Texas
| USD 141 M | +USD 77.8 M | 6 | 2.86% | Aumentadas |
|
| 424 |
Alkeon Capital Management
New York
| USD 141 M | -USD 189 M | 1 | 2.57% | Reducidas |
|
| 425 |
TDAM USA
Toronto,
Ontario, Canada
| USD 140 M | -USD 1.63 M | 5 | 5.91% | Reducidas |
|