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 |
HCM
Hoplite Capital Management
New York
| USD 213 M | -USD 60.1 M | 2 | 10.55% | Reducidas |
|
| 402 |
B
BP
London,
United Kingdom
| USD 213 M | -USD 822 k | 10 | 8.46% | Reducidas |
|
| 403 |
SCM
Suvretta Capital Management
New York
| USD 211 M | -USD 185 M | 1 | 8.04% | Reducidas |
|
| 404 |
Davenport & Co
Richmond,
Virginia
| USD 211 M | +USD 2.99 M | 8 | 3.22% | Aumentadas |
|
| 405 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 211 M | -USD 5.15 M | 3 | 4.25% | Reducidas |
|
| 406 |
Brandes Investment Partners
La Jolla,
California
| USD 209 M | -USD 10.1 M | 2 | 3.19% | Reducidas |
|
| 407 |
FFH
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| USD 207 M | USD 0 | 1 | 13.54% | Mantenido |
|
| 408 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 205 M | +USD 12.3 M | 12 | 1.54% | Aumentadas |
|
| 409 |
Maverick Capital
Dallas,
Texas
| USD 203 M | -USD 21.5 M | 1 | 2.76% | Reducidas |
|
| 410 |
Boston Advisors
Boston,
Massachusetts
| USD 202 M | -USD 48.4 M | 8 | 5.04% | Reducidas |
|
| 411 |
Wolverine Trading
Chicago,
Illinois
| USD 201 M | +USD 211 M | 13 | 1.13% | Nuevas |
|
| 412 |
TCM
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
| USD 200 M | +USD 26.5 M | 3 | 7.77% | Aumentadas |
|
| 413 |
Melvin Capital Management
New York
| USD 197 M | +USD 36 M | 1 | 6.32% | Aumentadas |
|
| 414 |
Hexavest
Montreal,
Quebec, Canada
| USD 196 M | -USD 33.1 M | 5 | 2.97% | Reducidas |
|
| 415 |
Sirios Capital Management
Boston,
Massachusetts
| USD 196 M | +USD 96.8 M | 4 | 9.41% | Aumentadas |
|
| 416 |
Tran Capital Management
San Rafael,
California
| USD 196 M | -USD 47.3 M | 1 | 6.65% | Reducidas |
|
| 417 |
Norinchukin Bank
Tokyo,
Japan
| USD 196 M | -USD 8.91 M | 11 | 4.77% | Reducidas |
|
| 418 |
DILH
Dai-ichi Life Holdings
Tokyo,
Japan
| USD 196 M | -USD 9.7 M | 9 | 5.89% | Reducidas |
|
| 419 |
NF Trinity Capital
Central,
Hong Kong
| USD 195 M | -USD 5.86 M | 3 | 21.31% | Reducidas |
|
| 420 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 194 M | -USD 19.5 M | 5 | 9.06% | Reducidas |
|
| 421 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
| USD 194 M | -USD 160 M | 2 | 10.23% | Reducidas |
|
| 422 |
Eagle Asset Management
St Petersburg,
Florida
| USD 192 M | -USD 13.8 M | 6 | 1.33% | Reducidas |
|
| 423 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 192 M | +USD 89.9 M | 3 | 3.91% | Aumentadas |
|
| 424 |
DL
Delta Lloyd
Amsterdam,
Netherlands
| USD 191 M | -USD 9.9 M | 11 | 6.41% | Reducidas |
|
| 425 |
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 189 M | +USD 1.39 M | 10 | 5.5% | Aumentadas |
|