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 |
MCM
McKinley Capital Management
Anchorage,
Alaska
| USD 261 M | +USD 12.1 M | 9 | 9.58% | Aumentadas |
|
| 402 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 259 M | -USD 4.05 M | 10 | 7.02% | Reducidas |
|
| 403 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 259 M | -USD 123 M | 7 | 6.96% | Reducidas |
|
| 404 |
FTCM
Fir Tree Capital Management
New York
| USD 258 M | +USD 42.3 M | 2 | 10.2% | Aumentadas |
|
| 405 |
BAMCO Inc
New York
| USD 255 M | +USD 1.23 M | 5 | 1.35% | Aumentadas |
|
| 406 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
| USD 252 M | -USD 1.52 M | 3 | 12.66% | Reducidas |
|
| 407 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 252 M | +USD 8.2 M | 12 | 1.73% | Aumentadas |
|
| 408 |
Homestead Advisers
Arlington,
Virginia
| USD 250 M | +USD 20.6 M | 2 | 4% | Aumentadas |
|
| 409 |
HP
Hound Partners
New York
| USD 247 M | +USD 244 M | 1 | 6.28% | Nuevas |
|
| 410 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 247 M | +USD 35.2 M | 6 | 6.85% | Aumentadas |
|
| 411 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
| USD 246 M | -USD 20 M | 2 | 1.51% | Reducidas |
|
| 412 |
Eagle Asset Management
St Petersburg,
Florida
| USD 245 M | +USD 7.35 M | 7 | 1.54% | Aumentadas |
|
| 413 |
Oak Associates
Akron,
Ohio
| USD 243 M | +USD 42.5 M | 9 | 19.4% | Aumentadas |
|
| 414 |
Silvercrest Asset Management
New York
| USD 241 M | -USD 1.66 M | 8 | 2.58% | Reducidas |
|
| 415 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 239 M | -USD 30.2 M | 5 | 10.89% | Reducidas |
|
| 416 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 238 M | -USD 13.4 M | 7 | 10.94% | Reducidas |
|
| 417 |
FFH
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| USD 237 M | USD 0 | 1 | 19.15% | Mantenido |
|
| 418 |
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 236 M | +USD 1.87 M | 10 | 6.05% | Aumentadas |
|
| 419 |
Quantitative Investment Management
Charlottesville,
Virginia
| USD 235 M | +USD 138 M | 8 | 3.57% | Aumentadas |
|
| 420 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 233 M | -USD 758 k | 4 | 5.29% | Reducidas |
|
| 421 |
Criterion Capital Management
San Francisco,
California
| USD 230 M | -USD 30.7 M | 2 | 8.44% | Reducidas |
|
| 422 |
Huntington National Bank
Columbus,
Ohio
| USD 229 M | +USD 2.76 M | 12 | 4.08% | Aumentadas |
|
| 423 |
Mutual of America Capital Management
New York
| USD 229 M | +USD 5.84 M | 10 | 4.06% | Aumentadas |
|
| 424 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 229 M | -USD 442 k | 9 | 2.64% | Reducidas |
|
| 425 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 226 M | -USD 10.1 M | 9 | 4.03% | Reducidas |
|