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 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 287 M | -USD 7.23 M | 9 | 4.88% | Reducidas |
|
| 427 |
PCM
Palestra Capital Management
New York
| USD 286 M | +USD 52.7 M | 3 | 16.02% | Aumentadas |
|
| 428 |
Douglas Lane & Associates
New York
| USD 281 M | +USD 30.7 M | 6 | 5.93% | Aumentadas |
|
| 429 |
Antipodes Partners
Royal Exchange,
Australia
| USD 279 M | +USD 30.5 M | 3 | 16.35% | Aumentadas |
|
| 430 |
Taikang Asset Management (HK)
Hong Kong
| USD 278 M | +USD 289 M | 4 | 30.86% | Nuevas |
|
| 431 |
Achmea Investment Management
Zeist,
Netherlands
| USD 278 M | +USD 105 M | 11 | 9.37% | Aumentadas |
|
| 432 |
Nissay Asset Management
Tokyo,
Japan
| USD 277 M | +USD 270 M | 12 | 8.44% | Nuevas |
|
| 433 |
Amalgamated Bank
New York
| USD 277 M | +USD 23.6 M | 15 | 7.5% | Aumentadas |
|
| 434 |
Huntington National Bank
Columbus,
Ohio
| USD 275 M | +USD 2.62 M | 15 | 4.39% | Aumentadas |
|
| 435 |
ING Group
Amsterdam,
Netherlands
| USD 275 M | -USD 106 M | 10 | 4.58% | Reducidas |
|
| 436 |
MN Services Vermogensbeheer
The Hague,
Netherlands
| USD 275 M | -USD 18.2 M | 11 | 8.64% | Reducidas |
|
| 437 |
Santa Barbara Asset Management
Los Angeles,
California
| USD 273 M | -USD 1.97 M | 1 | 4.12% | Reducidas |
|
| 438 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 269 M | -USD 37.3 M | 2 | 7.39% | Reducidas |
|
| 439 |
AIM
Allen Investment Management
New York
| USD 269 M | +USD 24.5 M | 5 | 12.02% | Aumentadas |
|
| 440 |
Advisors Asset Management
Monument,
Colorado
| USD 268 M | +USD 12.4 M | 12 | 4.4% | Aumentadas |
|
| 441 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 268 M | -USD 13.7 M | 6 | 12.28% | Reducidas |
|
| 442 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 266 M | -USD 27.8 M | 5 | 11.1% | Reducidas |
|
| 443 |
Ladenburg Thalmann Financial Services
Miami,
Florida
| USD 266 M | +USD 11.5 M | 23 | 2.54% | Aumentadas |
|
| 444 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 265 M | +USD 27.3 M | 9 | 3.54% | Aumentadas |
|
| 445 |
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 263 M | -USD 1.31 M | 3 | 39.56% | Reducidas |
|
| 446 |
Evercore Wealth Management
New York
| USD 259 M | -USD 5.74 M | 13 | 9.65% | Reducidas |
|
| 447 |
Trilogy Global Advisors
Winter Park,
Florida
| USD 259 M | +USD 1.28 M | 1 | 16.37% | Aumentadas |
|
| 448 |
HCM
Highline Capital Management
New York
| USD 258 M | +USD 15 M | 2 | 8.54% | Aumentadas |
|
| 449 |
BB&T Securities
Richmond,
Virginia
| USD 258 M | -USD 23.4 M | 12 | 3.35% | Reducidas |
|
| 450 |
PGGM Investments
Zeist,
Netherlands
| USD 258 M | -USD 215 M | 4 | 1.44% | Reducidas |
|