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 | |
|---|---|---|---|---|---|---|---|
| 451 |
Fiera Capital
New York
| USD 110 M | +USD 10.4 M | 3 | 7.23% | Aumentadas |
|
| 452 |
Kovitz Investment Group
Chicago,
Illinois
| USD 110 M | +USD 6.88 M | 3 | 5.35% | Aumentadas |
|
| 453 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 110 M | -USD 9.36 M | 2 | 7.57% | Reducidas |
|
| 454 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 110 M | -USD 40.4 M | 4 | 3.99% | Reducidas |
|
| 455 |
Altrinsic Global Advisors
Stamford,
Connecticut
| USD 109 M | -USD 1.38 M | 1 | 1.87% | Reducidas |
|
| 456 |
TDAM USA
Toronto,
Ontario, Canada
| USD 109 M | -USD 20.5 M | 5 | 5.13% | Reducidas |
|
| 457 |
River Road Asset Management
Louisville,
Kentucky
| USD 108 M | +USD 6.05 M | 2 | 1.34% | Aumentadas |
|
| 458 |
HM Payson & Co
Portland,
Maine
| USD 108 M | +USD 3.99 M | 4 | 6.26% | Aumentadas |
|
| 459 |
PFM Health Sciences
San Francisco,
California
| USD 108 M | -USD 206 M | 2 | 2.59% | Reducidas |
|
| 460 |
HCM
Hoplite Capital Management
New York
| USD 107 M | +USD 96.8 M | 1 | 3.81% | Nuevas |
|
| 461 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 107 M | -USD 6.85 M | 5 | 1.1% | Reducidas |
|
| 462 |
CEP
Chicago Equity Partners
Chicago,
Illinois
| USD 106 M | -USD 34.7 M | 7 | 3.28% | Reducidas |
|
| 463 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 106 M | -USD 661 k | 6 | 3.23% | Reducidas |
|
| 464 |
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 105 M | +USD 10.5 M | 5 | 7.28% | Aumentadas |
|
| 465 |
Tokio Marine Asset Management
Tokyo,
Japan
| USD 104 M | -USD 8.4 M | 9 | 6.65% | Reducidas |
|
| 466 |
Bartlett & Co
Cincinnati,
Ohio
| USD 104 M | -USD 7.06 M | 7 | 5.65% | Reducidas |
|
| 467 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 104 M | -USD 8.78 M | 9 | 3.6% | Reducidas |
|
| 468 |
Thomaspartners
Boston,
Massachusetts
| USD 104 M | +USD 16.4 M | 3 | 3.75% | Aumentadas |
|
| 469 |
SCM
Scopia Capital Management
New York
| USD 103 M | -USD 69.4 M | 1 | 3.07% | Reducidas |
|
| 470 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 101 M | +USD 12.9 M | 4 | 6.76% | Aumentadas |
|
| 471 |
Curian Capital
Denver,
Colorado
| USD 100 M | -USD 3.45 M | 8 | 1.78% | Reducidas |
|
| 472 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 98.5 M | -USD 7.09 M | 5 | 3.93% | Reducidas |
|
| 473 |
Cullen Capital Management
New York
| USD 98.3 M | +USD 2.31 M | 2 | 2.79% | Aumentadas |
|
| 474 |
FTCM
Fir Tree Capital Management
New York
| USD 98 M | USD 0 | 1 | 1.34% | Mantenido |
|
| 475 |
TimesSquare Capital Management
New York
| USD 97.6 M | +USD 13.3 M | 3 | 0.55% | Aumentadas |
|