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 |
HCM
Highline Capital Management
New York
| USD 156 M | +USD 155 M | 1 | 7.01% | Aumentadas |
|
| 427 |
General Atlantic
New York
| USD 155 M | USD 0 | 1 | 8.12% | Mantenido |
|
| 428 |
CIBC World Markets
New York
| USD 154 M | -USD 66.5 M | 6 | 4.16% | Reducidas |
|
| 429 |
VM
Valinor Management
New York
| USD 153 M | -USD 3.07 M | 1 | 4.04% | Reducidas |
|
| 430 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 153 M | +USD 153 M | 6 | 5.61% | Nuevas |
|
| 431 |
Madison Investment Holdings
Madison,
Wisconsin
| USD 152 M | -USD 36 M | 6 | 3.34% | Reducidas |
|
| 432 |
Country Trust Bank
Bloomington,
Illinois
| USD 152 M | +USD 446 k | 6 | 8.32% | Aumentadas |
|
| 433 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 151 M | +USD 6.96 M | 4 | 15.17% | Aumentadas |
|
| 434 |
TCP
Tourbillon Capital Partners
New York
| USD 151 M | -USD 56.1 M | 1 | 3.96% | Reducidas |
|
| 435 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 151 M | -USD 15.9 M | 12 | 3.73% | Reducidas |
|
| 436 |
QS Investors
New York
| USD 150 M | +USD 38.7 M | 9 | 1.58% | Aumentadas |
|
| 437 |
Huntington National Bank
Columbus,
Ohio
| USD 149 M | -USD 4.02 M | 10 | 3.92% | Reducidas |
|
| 438 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 148 M | -USD 7.36 M | 5 | 1.86% | Reducidas |
|
| 439 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 148 M | +USD 35.7 M | 3 | 8.87% | Aumentadas |
|
| 440 |
Blackstone Inc
New York
| USD 147 M | +USD 144 M | 2 | 0.47% | Nuevas |
|
| 441 |
GAM
GVO Asset Management
Zug,
Switzerland
| USD 146 M | USD 0 | 1 | 14.64% | Mantenido |
|
| 442 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 146 M | -USD 7.82 M | 6 | 7.17% | Reducidas |
|
| 443 |
SCM
Scopia Capital Management
New York
| USD 144 M | +USD 3.27 M | 1 | 3.09% | Aumentadas |
|
| 444 |
Mutual of America Capital Management
New York
| USD 144 M | +USD 1.91 M | 8 | 3.41% | Aumentadas |
|
| 445 |
Levin Capital Strategies
New York
| USD 143 M | -USD 90.7 M | 5 | 2.45% | Reducidas |
|
| 446 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 143 M | +USD 7.67 M | 7 | 2.94% | Aumentadas |
|
| 447 |
Impax Asset Management
Portsmouth,
New Hampshire
| USD 143 M | +USD 41 M | 5 | 8.53% | Aumentadas |
|
| 448 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 143 M | +USD 6.61 M | 2 | 16.71% | Aumentadas |
|
| 449 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 142 M | -USD 9.05 M | 10 | 4.85% | Reducidas |
|
| 450 |
SVB Wealth
Boston,
Massachusetts
| USD 141 M | -USD 10.8 M | 9 | 5.46% | Reducidas |
|