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 |
B
BP
London,
United Kingdom
| USD 160 M | +USD 20.5 M | 6 | 4.6% | Aumentadas |
|
| 427 |
TCM
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
| USD 159 M | -USD 41.4 M | 2 | 4.23% | Reducidas |
|
| 428 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 156 M | +USD 3.98 M | 8 | 6.31% | Aumentadas |
|
| 429 |
Gabelli Funds
Rye,
New York
| USD 156 M | -USD 10 M | 6 | 0.79% | Reducidas |
|
| 430 |
Axiom Investors
Greenwich,
Connecticut
| USD 155 M | +USD 18.8 M | 4 | 3.85% | Aumentadas |
|
| 431 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 155 M | -USD 1.73 M | 3 | 15.28% | Reducidas |
|
| 432 |
Gotham Asset Management
New York
| USD 154 M | -USD 6.3 M | 5 | 1.53% | Reducidas |
|
| 433 |
SAS
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| USD 154 M | +USD 14.3 M | 1 | 13.19% | Aumentadas |
|
| 434 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 153 M | +USD 9.22 M | 10 | 5.03% | Aumentadas |
|
| 435 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 153 M | +USD 17.7 M | 4 | 8.94% | Aumentadas |
|
| 436 |
UBS O'Connor
Chicago,
Illinois
| USD 151 M | +USD 27.9 M | 3 | 2.6% | Aumentadas |
|
| 437 |
SA
Smithwood Advisers
Los Angeles,
California
| USD 151 M | -USD 14.2 M | 2 | 9.66% | Reducidas |
|
| 438 |
GLG LLC
New York
| USD 150 M | +USD 51.9 M | 8 | 3.98% | Aumentadas |
|
| 439 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 147 M | -USD 3.71 M | 2 | 9.03% | Reducidas |
|
| 440 |
Gofen & Glossberg
Chicago,
Illinois
| USD 147 M | +USD 857 k | 6 | 6.49% | Aumentadas |
|
| 441 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 147 M | USD 0 | 2 | 33.96% | Mantenido |
|
| 442 |
Ashfield Capital Partners
San Francisco,
California
| USD 145 M | +USD 12.9 M | 7 | 7.07% | Aumentadas |
|
| 443 |
Davenport & Co
Richmond,
Virginia
| USD 145 M | -USD 3.52 M | 7 | 2.53% | Reducidas |
|
| 444 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 145 M | +USD 20.3 M | 3 | 18.75% | Aumentadas |
|
| 445 |
TDAM USA
Toronto,
Ontario, Canada
| USD 143 M | -USD 4.17 M | 5 | 6.17% | Reducidas |
|
| 446 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 142 M | -USD 807 k | 5 | 7.36% | Reducidas |
|
| 447 |
Nomura Holdings
Tokyo,
Japan
| USD 142 M | -USD 12 M | 12 | 0.39% | Reducidas |
|
| 448 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 142 M | -USD 168 M | 7 | 5.11% | Reducidas |
|
| 449 |
RS Investment Management
San Francisco,
California
| USD 141 M | -USD 34.2 M | 7 | 1.3% | Reducidas |
|
| 450 |
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 140 M | -USD 891 k | 2 | 16.08% | Reducidas |
|