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 |
IRF
IBM Retirement Fund
Armonk,
New York
| USD 192 M | -USD 154 M | 11 | 7.21% | Reducidas |
|
| 427 |
Troy Asset Management
London,
United Kingdom
| USD 191 M | +USD 1.03 M | 2 | 10.54% | Aumentadas |
|
| 428 |
GVI
Green Valley Investors
Wilmington,
Delaware
| USD 191 M | +USD 63.3 M | 1 | 4.67% | Aumentadas |
|
| 429 |
Shell Asset Management
The Hague,
Netherlands
| USD 190 M | -USD 4.47 M | 11 | 4.56% | Reducidas |
|
| 430 |
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 190 M | +USD 2.58 M | 10 | 5.79% | Aumentadas |
|
| 431 |
United States Steel & Carnegie Pension Fund
New York
| USD 190 M | USD 0 | 2 | 4.39% | Mantenido |
|
| 432 |
Cambiar Investors
Denver,
Colorado
| USD 189 M | -USD 35.8 M | 2 | 2.71% | Reducidas |
|
| 433 |
Bain Capital Public Equity Management
Boston,
Massachusetts
| USD 187 M | -USD 67.7 M | 2 | 6.94% | Reducidas |
|
| 434 |
Gotham Asset Management
New York
| USD 186 M | +USD 49.7 M | 7 | 2.09% | Aumentadas |
|
| 435 |
TCM
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
| USD 185 M | +USD 27.2 M | 3 | 7.29% | Aumentadas |
|
| 436 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 184 M | +USD 17.8 M | 5 | 3.38% | Aumentadas |
|
| 437 |
CIBC World Markets
New York
| USD 184 M | -USD 239 M | 8 | 4.04% | Reducidas |
|
| 438 |
MIM
Marco Investment Management
Atlanta,
Georgia
| USD 184 M | -USD 487 k | 9 | 26.57% | Reducidas |
|
| 439 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 184 M | -USD 1.88 M | 8 | 4.18% | Reducidas |
|
| 440 |
CAM
Contour Asset Management
New York
| USD 184 M | +USD 22.9 M | 4 | 11.73% | Aumentadas |
|
| 441 |
Congress Asset Management
Boston,
Massachusetts
| USD 183 M | +USD 835 k | 6 | 4.43% | Aumentadas |
|
| 442 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 182 M | +USD 13.7 M | 7 | 11.93% | Aumentadas |
|
| 443 |
Country Trust Bank
Bloomington,
Illinois
| USD 181 M | +USD 5.71 M | 7 | 9.7% | Aumentadas |
|
| 444 |
CEP
Chicago Equity Partners
Chicago,
Illinois
| USD 181 M | +USD 8.11 M | 7 | 5.28% | Aumentadas |
|
| 445 |
Waverton Investment Management
London,
United Kingdom
| USD 180 M | -USD 20.9 M | 6 | 13.8% | Reducidas |
|
| 446 |
Samlyn Capital
New York
| USD 180 M | +USD 54.4 M | 3 | 3.87% | Aumentadas |
|
| 447 |
CS McKee
Pittsburgh,
Pennsylvania
| USD 177 M | -USD 19.4 M | 4 | 6.52% | Reducidas |
|
| 448 |
TI
TRG Investments
Richmond,
Virginia
| USD 177 M | USD 0 | 1 | 29.49% | Mantenido |
|
| 449 |
Mutual of America Capital Management
New York
| USD 177 M | +USD 3.1 M | 10 | 3.93% | Aumentadas |
|
| 450 |
CCM
Conatus Capital Management
Greenwich,
Connecticut
| USD 177 M | +USD 28.5 M | 3 | 11.48% | Aumentadas |
|