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 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 140 M | -USD 4.67 M | 9 | 4.12% | Reducidas |
|
| 427 |
Wilmington Trust
Wilmington,
Delaware
| USD 140 M | +USD 2.02 M | 6 | 2.33% | Aumentadas |
|
| 428 |
Baird
Milwaukee,
Wisconsin
| USD 139 M | -USD 31.9 M | 8 | 1.95% | Reducidas |
|
| 429 |
Renaissance Group
Covington,
Kentucky
| USD 139 M | -USD 19.7 M | 5 | 5.28% | Reducidas |
|
| 430 |
Numeric Investors
Boston,
Massachusetts
| USD 139 M | -USD 53.4 M | 4 | 2.07% | Reducidas |
|
| 431 |
Gofen & Glossberg
Chicago,
Illinois
| USD 138 M | +USD 760 k | 6 | 6.1% | Aumentadas |
|
| 432 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 138 M | +USD 5.68 M | 4 | 8.05% | Aumentadas |
|
| 433 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 138 M | +USD 27.1 M | 2 | 30.31% | Aumentadas |
|
| 434 |
Argent Capital Management
St Louis,
Missouri
| USD 137 M | -USD 1.73 M | 4 | 7.29% | Reducidas |
|
| 435 |
Axiom Investors
Greenwich,
Connecticut
| USD 136 M | -USD 16 M | 3 | 3.21% | Reducidas |
|
| 436 |
IronBridge Capital Management
Oakbrook Terrace,
Illinois
| USD 136 M | -USD 2.62 M | 3 | 3.32% | Reducidas |
|
| 437 |
Country Trust Bank
Bloomington,
Illinois
| USD 135 M | +USD 133 M | 4 | 6.75% | Nuevas |
|
| 438 |
PFM Health Sciences
San Francisco,
California
| USD 134 M | -USD 161 M | 2 | 2.68% | Reducidas |
|
| 439 |
CC
Carlson Capital
Dallas,
Texas
| USD 134 M | +USD 2.06 M | 5 | 1.47% | Aumentadas |
|
| 440 |
B
BP
London,
United Kingdom
| USD 133 M | +USD 1.55 M | 5 | 4.22% | Aumentadas |
|
| 441 |
Ashfield Capital Partners
San Francisco,
California
| USD 132 M | -USD 4.13 M | 6 | 6.19% | Reducidas |
|
| 442 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 130 M | -USD 1.96 M | 3 | 3.4% | Reducidas |
|
| 443 |
OAMG
Odey Asset Management Group
London,
United Kingdom
| USD 128 M | -USD 51.8 M | 3 | 3.34% | Reducidas |
|
| 444 |
Mutual of America Capital Management
New York
| USD 128 M | -USD 6.18 M | 8 | 3% | Reducidas |
|
| 445 |
ZAM
Zenit Asset Management
Stockholm,
Sweden
| USD 127 M | +USD 31.9 M | 5 | 14.5% | Aumentadas |
|
| 446 |
Curian Capital
Denver,
Colorado
| USD 127 M | +USD 4.11 M | 7 | 2.23% | Aumentadas |
|
| 447 |
Bartlett & Co
Cincinnati,
Ohio
| USD 125 M | -USD 139 k | 5 | 6.02% | Reducidas |
|
| 448 |
JFB Holdings Corp
Atlanta,
Georgia
| USD 125 M | +USD 12.5 M | 1 | 3.39% | Aumentadas |
|
| 449 |
Capital Fund Management (CFM)
Paris,
France
| USD 125 M | -USD 34.4 M | 8 | 1.32% | Reducidas |
|
| 450 |
Cullen Capital Management
New York
| USD 123 M | +USD 38.4 k | 2 | 3.21% | Aumentadas |
|