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 |
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| USD 180 M | -USD 11.1 M | 2 | 4.47% | Reducidas |
|
| 402 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 179 M | -USD 75.1 M | 6 | 2.08% | Reducidas |
|
| 403 |
Silvercrest Asset Management
New York
| USD 179 M | -USD 30.4 M | 5 | 2.73% | Reducidas |
|
| 404 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
| USD 179 M | -USD 24.4 M | 10 | 2.29% | Reducidas |
|
| 405 |
Envestnet Asset Management
Chicago,
Illinois
| USD 177 M | -USD 63.3 M | 11 | 0.88% | Reducidas |
|
| 406 |
Bain Capital Public Equity Management
Boston,
Massachusetts
| USD 177 M | +USD 17.6 M | 2 | 5.27% | Aumentadas |
|
| 407 |
Saturna Capital
Bellingham,
Washington
| USD 176 M | -USD 3.16 M | 8 | 5.52% | Reducidas |
|
| 408 |
Ascend Capital
Orinda,
California
| USD 174 M | +USD 20.1 M | 2 | 6.83% | Aumentadas |
|
| 409 |
EC
Eminence Capital
New York
| USD 174 M | -USD 51.3 M | 1 | 2.67% | Reducidas |
|
| 410 |
CC
Carlson Capital
Dallas,
Texas
| USD 171 M | -USD 53.8 M | 4 | 1.97% | Reducidas |
|
| 411 |
Waverton Investment Management
London,
United Kingdom
| USD 170 M | +USD 3.43 M | 4 | 13.64% | Aumentadas |
|
| 412 |
Troy Asset Management
London,
United Kingdom
| USD 170 M | +USD 6.37 M | 2 | 10.39% | Aumentadas |
|
| 413 |
CS McKee
Pittsburgh,
Pennsylvania
| USD 170 M | -USD 7.98 M | 3 | 5.53% | Reducidas |
|
| 414 |
GMT Capital
Atlanta,
Georgia
| USD 170 M | -USD 1.93 M | 2 | 4.31% | Reducidas |
|
| 415 |
WM
WS Management
Jacksonville,
Florida
| USD 165 M | -USD 46.6 M | 1 | 6.51% | Reducidas |
|
| 416 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 164 M | -USD 83.1 M | 8 | 6.7% | Reducidas |
|
| 417 |
Melvin Capital Management
New York
| USD 163 M | +USD 58.4 M | 2 | 9.12% | Aumentadas |
|
| 418 |
DILH
Dai-ichi Life Holdings
Tokyo,
Japan
| USD 163 M | +USD 11.7 M | 8 | 5.05% | Aumentadas |
|
| 419 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 163 M | -USD 4.13 M | 6 | 4.93% | Reducidas |
|
| 420 |
Hosking Partners
London,
United Kingdom
| USD 162 M | +USD 162 M | 4 | 7.91% | Nuevas |
|
| 421 |
Weitz Investment Management
Omaha,
Nebraska
| USD 162 M | +USD 890 k | 3 | 5.02% | Aumentadas |
|
| 422 |
PC
Passport Capital
San Francisco,
California
| USD 160 M | +USD 155 M | 4 | 2.86% | Aumentadas |
|
| 423 |
Jupiter Investment Management
London,
United Kingdom
| USD 160 M | +USD 98.6 M | 8 | 4.51% | Aumentadas |
|
| 424 |
Congress Asset Management
Boston,
Massachusetts
| USD 158 M | +USD 32.3 M | 6 | 4.07% | Aumentadas |
|
| 425 |
CCM
Conatus Capital Management
Greenwich,
Connecticut
| USD 157 M | -USD 2.41 M | 2 | 9.95% | Reducidas |
|