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 |
Oak Associates
Akron,
Ohio
| USD 180 M | +USD 9.6 M | 9 | 17.74% | Aumentadas |
|
| 452 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 180 M | +USD 24.9 M | 10 | 3.54% | Aumentadas |
|
| 453 |
Point72 Asset Management
Stamford,
Connecticut
| USD 178 M | -USD 469 M | 5 | 1.24% | Reducidas |
|
| 454 |
Gotham Asset Management
New York
| USD 176 M | -USD 107 M | 8 | 2.27% | Reducidas |
|
| 455 |
HCM
Hoplite Capital Management
New York
| USD 176 M | -USD 33.4 M | 3 | 9% | Reducidas |
|
| 456 |
Omega Advisors
New York
| USD 175 M | -USD 16.6 M | 3 | 7.73% | Reducidas |
|
| 457 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
| USD 175 M | +USD 2.38 M | 4 | 4.38% | Aumentadas |
|
| 458 |
EC
EMS Capital
New York
| USD 175 M | +USD 24.8 M | 5 | 18.2% | Aumentadas |
|
| 459 |
Ariel Investments
Chicago,
Illinois
| USD 175 M | +USD 1.94 M | 3 | 2.07% | Aumentadas |
|
| 460 |
CAM
Capstone Asset Management
Houston,
Texas
| USD 175 M | -USD 903 k | 12 | 5.01% | Reducidas |
|
| 461 |
Truist Financial
Charlotte,
North Carolina
| USD 175 M | -USD 17.7 M | 9 | 3.57% | Reducidas |
|
| 462 |
Melvin Capital Management
New York
| USD 174 M | -USD 205 M | 1 | 4.53% | Reducidas |
|
| 463 |
TCP
Tourbillon Capital Partners
New York
| USD 174 M | -USD 25.3 M | 1 | 3.35% | Reducidas |
|
| 464 |
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 173 M | +USD 33.7 M | 3 | 42.1% | Aumentadas |
|
| 465 |
D.A. Davidson & Co
Great Falls,
Montana
| USD 172 M | +USD 9.14 M | 16 | 3.9% | Aumentadas |
|
| 466 |
VM
Valinor Management
New York
| USD 172 M | +USD 49.4 M | 1 | 5.13% | Aumentadas |
|
| 467 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 172 M | +USD 176 M | 8 | 3.21% | Nuevas |
|
| 468 |
Madison Investment Holdings
Madison,
Wisconsin
| USD 171 M | -USD 6.6 M | 6 | 3.32% | Reducidas |
|
| 469 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 171 M | -USD 16.9 M | 3 | 2.02% | Reducidas |
|
| 470 |
HM Payson & Co
Portland,
Maine
| USD 169 M | +USD 10.8 M | 7 | 8.07% | Aumentadas |
|
| 471 |
SVB Wealth
Boston,
Massachusetts
| USD 169 M | -USD 873 k | 9 | 7% | Reducidas |
|
| 472 |
Douglas Lane & Associates
New York
| USD 169 M | -USD 3.09 M | 6 | 4.3% | Reducidas |
|
| 473 |
AAM
Ardevora Asset Management
London,
United Kingdom
| USD 168 M | +USD 23.9 M | 7 | 6.03% | Aumentadas |
|
| 474 |
Welch & Forbes
Boston,
Massachusetts
| USD 168 M | +USD 70.6 M | 9 | 5.03% | Aumentadas |
|
| 475 |
OP
Oldfield Partners
London,
United Kingdom
| USD 168 M | +USD 6.06 M | 2 | 12.65% | Aumentadas |
|