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 149 M | -USD 22.5 M | 6 | 4.75% | Reducidas |
|
| 427 |
WM
WS Management
Jacksonville,
Florida
| USD 148 M | +USD 140 M | 1 | 4.96% | Nuevas |
|
| 428 |
ZAM
Zenit Asset Management
Stockholm,
Sweden
| USD 148 M | +USD 354 k | 3 | 24.56% | Aumentadas |
|
| 429 |
Weitz Investment Management
Omaha,
Nebraska
| USD 148 M | +USD 1.67 M | 3 | 3.99% | Aumentadas |
|
| 430 |
Wasatch Advisors
Salt Lake City,
Utah
| USD 147 M | +USD 17.9 M | 5 | 1.53% | Aumentadas |
|
| 431 |
BRC
Blue Ridge Capital
New York
| USD 147 M | -USD 283 M | 1 | 1.67% | Reducidas |
|
| 432 |
Santa Barbara Asset Management
Los Angeles,
California
| USD 147 M | +USD 7.05 M | 1 | 2.84% | Aumentadas |
|
| 433 |
Welch & Forbes
Boston,
Massachusetts
| USD 144 M | -USD 3.16 M | 8 | 4.33% | Reducidas |
|
| 434 |
Ashfield Capital Partners
San Francisco,
California
| USD 144 M | -USD 12.8 M | 7 | 7.66% | Reducidas |
|
| 435 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 144 M | +USD 4.37 M | 5 | 7.1% | Aumentadas |
|
| 436 |
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 142 M | -USD 259 M | 8 | 4.32% | Reducidas |
|
| 437 |
SCM
Scopia Capital Management
New York
| USD 142 M | +USD 142 M | 1 | 3.07% | Nuevas |
|
| 438 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 142 M | -USD 8.82 M | 6 | 1.54% | Reducidas |
|
| 439 |
Los Angeles Capital Management
Los Angeles,
California
| USD 142 M | -USD 345 M | 7 | 1.3% | Reducidas |
|
| 440 |
TCCM
Two Creeks Capital Management
New York
| USD 141 M | -USD 9.9 M | 2 | 15.39% | Reducidas |
|
| 441 |
SC
Stralem & Co
New York
| USD 140 M | -USD 20.3 M | 3 | 7.82% | Reducidas |
|
| 442 |
O'Shaughnessy Asset Management
Stamford,
Connecticut
| USD 140 M | +USD 35 M | 5 | 2.72% | Aumentadas |
|
| 443 |
FI
Fosun International
Hong Kong,
China
| USD 140 M | +USD 152 M | 1 | 15.52% | Nuevas |
|
| 444 |
United Capital Financial Advisors
Irving,
Texas
| USD 140 M | +USD 464 k | 6 | 1.71% | Aumentadas |
|
| 445 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 139 M | -USD 65.4 M | 10 | 2.49% | Reducidas |
|
| 446 |
SAS
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| USD 138 M | +USD 2.75 M | 1 | 16.38% | Aumentadas |
|
| 447 |
MICM
Matthews International Capital Management
San Francisco,
California
| USD 138 M | +USD 64.7 M | 1 | 4.83% | Aumentadas |
|
| 448 |
Perkins Investment Management
Chicago,
Illinois
| USD 138 M | -USD 1.57 M | 5 | 1.38% | Reducidas |
|
| 449 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 137 M | +USD 158 k | 7 | 2.76% | Aumentadas |
|
| 450 |
WCM Investment Management
Laguna Beach,
California
| USD 137 M | +USD 15.3 M | 3 | 2.78% | Aumentadas |
|