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 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 188 M | -USD 50.2 M | 2 | 20.28% | Reducidas |
|
| 427 |
IRF
IBM Retirement Fund
Armonk,
New York
| USD 188 M | -USD 1.93 M | 11 | 6.75% | Reducidas |
|
| 428 |
Beck Mack & Oliver
New York
| USD 186 M | -USD 2.78 M | 7 | 6.57% | Reducidas |
|
| 429 |
SH
Svenska Handelsbanken
Stockholm,
Sweden
| USD 186 M | +USD 150 M | 3 | 11.36% | Aumentadas |
|
| 430 |
Jane Street
New York
| USD 184 M | +USD 72.4 M | 15 | 0.91% | Aumentadas |
|
| 431 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 184 M | +USD 2.31 M | 8 | 4.1% | Aumentadas |
|
| 432 |
SCCM
Schafer Cullen Capital Management
New York
| USD 183 M | -USD 11.6 M | 2 | 2.23% | Reducidas |
|
| 433 |
Homestead Advisers
Arlington,
Virginia
| USD 183 M | +USD 64.3 M | 2 | 3.14% | Aumentadas |
|
| 434 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 183 M | +USD 166 M | 5 | 7.67% | Aumentadas |
|
| 435 |
Great Lakes Advisors
Chicago,
Illinois
| USD 182 M | +USD 21.2 M | 7 | 4.95% | Aumentadas |
|
| 436 |
Jericho Capital Asset Management
New York
| USD 181 M | +USD 59.8 M | 2 | 9.95% | Aumentadas |
|
| 437 |
MC
Maplelane Capital
New York
| USD 181 M | +USD 49.9 M | 5 | 7.69% | Aumentadas |
|
| 438 |
United Capital Financial Advisors
Irving,
Texas
| USD 180 M | +USD 12.3 M | 10 | 1.84% | Aumentadas |
|
| 439 |
Troy Asset Management
London,
United Kingdom
| USD 179 M | +USD 1.84 M | 2 | 9.54% | Aumentadas |
|
| 440 |
TI
TRG Investments
Richmond,
Virginia
| USD 178 M | USD 0 | 1 | 34.44% | Mantenido |
|
| 441 |
BAMCO Inc
New York
| USD 178 M | +USD 25.6 M | 5 | 0.95% | Aumentadas |
|
| 442 |
Madison Investment Holdings
Madison,
Wisconsin
| USD 178 M | +USD 22.9 M | 6 | 3.69% | Aumentadas |
|
| 443 |
Williams Jones & Associates
New York
| USD 178 M | +USD 42.4 M | 6 | 5.48% | Aumentadas |
|
| 444 |
Waverton Investment Management
London,
United Kingdom
| USD 177 M | +USD 4.03 M | 6 | 13.27% | Aumentadas |
|
| 445 |
United States Steel & Carnegie Pension Fund
New York
| USD 176 M | USD 0 | 2 | 4.05% | Mantenido |
|
| 446 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 176 M | -USD 16.5 M | 7 | 3.17% | Reducidas |
|
| 447 |
Truist Financial
Charlotte,
North Carolina
| USD 174 M | +USD 34.3 M | 9 | 3.66% | Aumentadas |
|
| 448 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 174 M | -USD 398 k | 7 | 11.41% | Reducidas |
|
| 449 |
Winton Group
London,
United Kingdom
| USD 173 M | -USD 122 M | 5 | 2.86% | Reducidas |
|
| 450 |
Cambiar Investors
Denver,
Colorado
| USD 173 M | -USD 9.15 M | 2 | 2.45% | Reducidas |
|