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 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
| USD 241 M | -USD 3.05 M | 3 | 13.51% | Reducidas |
|
| 402 |
PC
Passport Capital
San Francisco,
California
| USD 240 M | +USD 44.4 M | 6 | 4.96% | Aumentadas |
|
| 403 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 239 M | +USD 2.33 M | 8 | 4.29% | Aumentadas |
|
| 404 |
MCM
McKinley Capital Management
Anchorage,
Alaska
| USD 239 M | +USD 72.6 M | 6 | 8.61% | Aumentadas |
|
| 405 |
TI
TRG Investments
Richmond,
Virginia
| USD 237 M | USD 0 | 1 | 36.25% | Mantenido |
|
| 406 |
Smith Group Asset Management
Dallas,
Texas
| USD 237 M | +USD 125 M | 6 | 6.95% | Aumentadas |
|
| 407 |
Maverick Capital
Dallas,
Texas
| USD 237 M | +USD 8.41 M | 3 | 2.81% | Aumentadas |
|
| 408 |
DL
Delta Lloyd
Amsterdam,
Netherlands
| USD 237 M | +USD 21.3 M | 11 | 7.35% | Aumentadas |
|
| 409 |
Davenport & Co
Richmond,
Virginia
| USD 237 M | +USD 2.01 M | 8 | 3.49% | Aumentadas |
|
| 410 |
SCM
Suvretta Capital Management
New York
| USD 232 M | -USD 13.7 M | 1 | 7.45% | Reducidas |
|
| 411 |
United Capital Financial Advisors
Irving,
Texas
| USD 231 M | +USD 29.2 M | 11 | 2.24% | Aumentadas |
|
| 412 |
MC
Maplelane Capital
New York
| USD 228 M | +USD 25.5 M | 7 | 6.01% | Aumentadas |
|
| 413 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 227 M | +USD 12.4 M | 13 | 3.99% | Aumentadas |
|
| 414 |
Silvercrest Asset Management
New York
| USD 225 M | -USD 16.6 M | 8 | 2.7% | Reducidas |
|
| 415 |
IIM
Ivory Investment Management
New York
| USD 223 M | +USD 98.5 M | 7 | 6.38% | Aumentadas |
|
| 416 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 223 M | +USD 24.2 M | 6 | 3.82% | Aumentadas |
|
| 417 |
HMP
HS Management Partners
New York
| USD 223 M | -USD 39.8 M | 2 | 9.19% | Reducidas |
|
| 418 |
CI Global Investments
Oakland,
California
| USD 223 M | -USD 36.4 M | 5 | 5.19% | Reducidas |
|
| 419 |
Norinchukin Bank
Tokyo,
Japan
| USD 222 M | +USD 2.46 M | 11 | 5.34% | Aumentadas |
|
| 420 |
DILH
Dai-ichi Life Holdings
Tokyo,
Japan
| USD 222 M | -USD 1.48 M | 9 | 6.76% | Reducidas |
|
| 421 |
Eagle Asset Management
St Petersburg,
Florida
| USD 222 M | +USD 5.34 M | 5 | 1.5% | Aumentadas |
|
| 422 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 222 M | -USD 9.04 M | 12 | 1.63% | Reducidas |
|
| 423 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 220 M | -USD 19.9 M | 4 | 4.73% | Reducidas |
|
| 424 |
CEP
Chicago Equity Partners
Chicago,
Illinois
| USD 219 M | +USD 22.3 M | 6 | 6.05% | Aumentadas |
|
| 425 |
Brandes Investment Partners
La Jolla,
California
| USD 219 M | -USD 13.4 M | 2 | 3.28% | Reducidas |
|