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 | |
|---|---|---|---|---|---|---|---|
| 426 |
Ashfield Capital Partners
San Francisco,
California
| USD 122 M | -USD 5.83 M | 6 | 6.3% | Reducidas |
|
| 427 |
SA
Smithwood Advisers
Los Angeles,
California
| USD 121 M | -USD 36 M | 3 | 7.38% | Reducidas |
|
| 428 |
TP
Tesuji Partners
Fort Lee,
New Jersey
| USD 121 M | USD 0 | 1 | 11.01% | Mantenido |
|
| 429 |
Davenport & Co
Richmond,
Virginia
| USD 121 M | -USD 87.9 M | 5 | 2.49% | Reducidas |
|
| 430 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 120 M | +USD 17.5 M | 4 | 3.26% | Aumentadas |
|
| 431 |
Lakewood Capital Management
New York
| USD 120 M | -USD 76.7 M | 1 | 9.73% | Reducidas |
|
| 432 |
City National Bank
Beverly Hills,
Delaware
| USD 119 M | -USD 14.8 M | 5 | 2.11% | Reducidas |
|
| 433 |
JAT Capital Management LP (Connecticut)
Greenwich,
Connecticut
| USD 119 M | -USD 35.8 M | 3 | 3.53% | Reducidas |
|
| 434 |
QS Batterymarch Financial Management
New York
| USD 118 M | -USD 80.1 M | 10 | 2.56% | Reducidas |
|
| 435 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 118 M | +USD 2.14 M | 8 | 4.78% | Aumentadas |
|
| 436 |
Mutual of America Capital Management
New York
| USD 117 M | +USD 1.88 M | 8 | 3.18% | Aumentadas |
|
| 437 |
Foresters Investment Management
New York
| USD 116 M | -USD 790 k | 3 | 2.83% | Reducidas |
|
| 438 |
Castleark Management
Chicago,
Illinois
| USD 116 M | +USD 22.5 M | 5 | 3.28% | Aumentadas |
|
| 439 |
MUFG Americas
New York
| USD 116 M | -USD 80 M | 8 | 3.98% | Reducidas |
|
| 440 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 115 M | -USD 29.8 M | 4 | 8.01% | Reducidas |
|
| 441 |
Slate Path Capital
New York
| USD 114 M | -USD 51.5 M | 1 | 5.93% | Reducidas |
|
| 442 |
Fiduciary Trust
Boston,
Massachusetts
| USD 114 M | -USD 4.32 M | 7 | 5.23% | Reducidas |
|
| 443 |
Argent Capital Management
St Louis,
Missouri
| USD 114 M | +USD 1.04 M | 4 | 6.91% | Aumentadas |
|
| 444 |
Pensioenfonds Rail & OV
Utrecht,
Netherlands
| USD 113 M | +USD 1.65 M | 2 | 5.25% | Aumentadas |
|
| 445 |
CCM
Cadence Capital Management
Boston,
Massachusetts
| USD 113 M | -USD 2.97 M | 7 | 3.84% | Reducidas |
|
| 446 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 113 M | +USD 2.79 M | 3 | 13.28% | Aumentadas |
|
| 447 |
Santa Barbara Asset Management
Los Angeles,
California
| USD 112 M | -USD 82.5 M | 2 | 2.66% | Reducidas |
|
| 448 |
Meyer Handelman Company
Rye Brook,
New York
| USD 112 M | +USD 249 k | 4 | 5.97% | Aumentadas |
|
| 449 |
Axiom Investors
Greenwich,
Connecticut
| USD 112 M | -USD 45 M | 3 | 3.57% | Reducidas |
|
| 450 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 111 M | -USD 13.2 M | 7 | 8.32% | Reducidas |
|