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 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 288 M | -USD 10.5 M | 11 | 6.81% | Reducidas |
|
| 452 |
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 287 M | -USD 3.3 M | 3 | 43.5% | Reducidas |
|
| 453 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 287 M | +USD 33.9 M | 6 | 14.8% | Aumentadas |
|
| 454 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 287 M | +USD 8.14 M | 6 | 12.81% | Aumentadas |
|
| 455 |
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 287 M | +USD 45.7 M | 1 | 8.74% | Aumentadas |
|
| 456 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
| USD 286 M | +USD 1.25 M | 2 | 1.44% | Aumentadas |
|
| 457 |
FC
Fairpointe Capital
Chicago,
Illinois
| USD 285 M | -USD 114 M | 4 | 6.64% | Reducidas |
|
| 458 |
Ariel Investments
Chicago,
Illinois
| USD 284 M | +USD 3.26 M | 2 | 3.18% | Aumentadas |
|
| 459 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 283 M | -USD 4.28 M | 2 | 8.79% | Reducidas |
|
| 460 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 279 M | +USD 29.8 M | 13 | 3.76% | Aumentadas |
|
| 461 |
DCP
Darsana Capital Partners
New York
| USD 279 M | -USD 54 M | 1 | 8.72% | Reducidas |
|
| 462 |
TCM
Tybourne Capital Management
Hong Kong
| USD 279 M | -USD 81.2 M | 1 | 12.45% | Reducidas |
|
| 463 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 276 M | -USD 8.47 M | 7 | 2.52% | Reducidas |
|
| 464 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 276 M | +USD 2.41 M | 16 | 1.54% | Aumentadas |
|
| 465 |
Ninety One North America
New York
| USD 275 M | -USD 9.5 M | 8 | 19.71% | Reducidas |
|
| 466 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 271 M | +USD 6.5 M | 9 | 9.7% | Aumentadas |
|
| 467 |
Beck Mack & Oliver
New York
| USD 270 M | -USD 3.98 M | 6 | 9.06% | Reducidas |
|
| 468 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 269 M | +USD 10.5 M | 17 | 2.84% | Aumentadas |
|
| 469 |
CI Global Investments
Oakland,
California
| USD 268 M | +USD 49 M | 3 | 4.32% | Aumentadas |
|
| 470 |
Ceredex Value Advisors
Orlando,
Florida
| USD 268 M | +USD 41.2 M | 3 | 3.06% | Aumentadas |
|
| 471 |
Elliott Management
New York
| USD 267 M | +USD 113 M | 2 | 1.32% | Aumentadas |
|
| 472 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 265 M | -USD 24.4 M | 14 | 7.59% | Reducidas |
|
| 473 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 262 M | +USD 166 M | 11 | 3.69% | Aumentadas |
|
| 474 |
Dorsal Capital Management
Redwood City,
California
| USD 261 M | -USD 55.6 M | 2 | 13.26% | Reducidas |
|
| 475 |
Congress Asset Management
Boston,
Massachusetts
| USD 260 M | +USD 4.55 M | 5 | 3.58% | Aumentadas |
|