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 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 131 M | -USD 47.9 M | 3 | 27.99% | Reducidas |
|
| 452 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 131 M | -USD 3.34 M | 4 | 7.78% | Reducidas |
|
| 453 |
Passport Capital
San Francisco,
California
| USD 129 M | +USD 7.02 M | 2 | 4.41% | Aumentadas |
|
| 454 |
GLG Inc
New York
| USD 128 M | -USD 63.9 M | 9 | 3.38% | Reducidas |
|
| 455 |
CAM
Capstone Asset Management
Houston,
Texas
| USD 128 M | -USD 58.2 M | 9 | 3.73% | Reducidas |
|
| 456 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 128 M | +USD 63.9 M | 1 | 4.71% | Aumentadas |
|
| 457 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 127 M | +USD 8.16 M | 9 | 4.17% | Aumentadas |
|
| 458 |
Lakewood Capital Management
New York
| USD 127 M | -USD 10.5 M | 1 | 10.01% | Reducidas |
|
| 459 |
Foresters Investment Management
New York
| USD 126 M | -USD 83.7 k | 3 | 2.73% | Reducidas |
|
| 460 |
Curian Capital
Denver,
Colorado
| USD 126 M | +USD 7.65 M | 8 | 2.22% | Aumentadas |
|
| 461 |
London Company of Virginia
Richmond,
Virginia
| USD 126 M | +USD 26.9 M | 2 | 1.43% | Aumentadas |
|
| 462 |
Bridgeway Capital Management
Houston,
Texas
| USD 126 M | +USD 15.1 M | 7 | 3.82% | Aumentadas |
|
| 463 |
Mizuho Securities USA
New York
| USD 125 M | +USD 18.5 M | 6 | 10.33% | Aumentadas |
|
| 464 |
ASA
Armstrong Shaw Associates
New Canaan,
Connecticut
| USD 125 M | +USD 65.7 M | 2 | 4.62% | Aumentadas |
|
| 465 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 125 M | -USD 13.5 M | 4 | 2.95% | Reducidas |
|
| 466 |
Fiduciary Trust
Boston,
Massachusetts
| USD 124 M | -USD 3.7 M | 7 | 5.47% | Reducidas |
|
| 467 |
Orbis Holdings
Hamilton,
Bermuda
| USD 123 M | -USD 244 M | 1 | 0.85% | Reducidas |
|
| 468 |
Pensioenfonds Rail & OV
Utrecht,
Netherlands
| USD 123 M | USD 0 | 2 | 5.17% | Mantenido |
|
| 469 |
Highbridge Capital Management
New York
| USD 123 M | -USD 120 M | 6 | 1.47% | Reducidas |
|
| 470 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 123 M | +USD 38.8 M | 3 | 2.98% | Aumentadas |
|
| 471 |
Columbia Wanger Asset Management
Chicago,
Illinois
| USD 122 M | +USD 22 M | 1 | 0.47% | Aumentadas |
|
| 472 |
TDAM USA
Toronto,
Ontario, Canada
| USD 122 M | +USD 2.36 M | 5 | 5.28% | Aumentadas |
|
| 473 |
Bartlett & Co
Cincinnati,
Ohio
| USD 122 M | +USD 4.26 M | 5 | 6.1% | Aumentadas |
|
| 474 |
Axiom Investors
Greenwich,
Connecticut
| USD 122 M | -USD 13 M | 2 | 3.26% | Reducidas |
|
| 475 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 122 M | +USD 113 M | 9 | 5.14% | Nuevas |
|