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 | |
|---|---|---|---|---|---|---|---|
| 476 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 125 M | +USD 124 M | 3 | 2.91% | Nuevas |
|
| 477 |
Capital International Inc
Los Angeles,
California
| USD 125 M | -USD 9.39 M | 7 | 8.57% | Reducidas |
|
| 478 |
WCM Investment Management
Laguna Beach,
California
| USD 125 M | +USD 878 k | 3 | 3.61% | Aumentadas |
|
| 479 |
JC
Joho Capital
New York
| USD 125 M | +USD 20.3 M | 1 | 23.96% | Aumentadas |
|
| 480 |
Oakbrook Investments
Lisle,
Illinois
| USD 124 M | +USD 1.77 M | 7 | 6.7% | Aumentadas |
|
| 481 |
Renaissance Group
Covington,
Kentucky
| USD 124 M | -USD 5.1 M | 5 | 4.84% | Reducidas |
|
| 482 |
Curian Capital
Denver,
Colorado
| USD 124 M | +USD 10.4 M | 9 | 2.09% | Aumentadas |
|
| 483 |
Capital International
Los Angeles,
California
| USD 124 M | +USD 21.8 M | 7 | 7.53% | Aumentadas |
|
| 484 |
Douglas C. Lane & Associates
New York
| USD 122 M | +USD 3.96 M | 5 | 3.3% | Aumentadas |
|
| 485 |
SAS
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| USD 122 M | -USD 845 k | 1 | 13.98% | Reducidas |
|
| 486 |
Jericho Capital Asset Management
New York
| USD 121 M | +USD 28.3 M | 2 | 7.87% | Aumentadas |
|
| 487 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 121 M | -USD 53.8 M | 4 | 3.39% | Reducidas |
|
| 488 |
Alkeon Capital Management
New York
| USD 121 M | -USD 51.3 M | 2 | 2.36% | Reducidas |
|
| 489 |
Bartlett & Co
Cincinnati,
Ohio
| USD 120 M | -USD 4.46 M | 5 | 5.78% | Reducidas |
|
| 490 |
MUFG Americas
New York
| USD 120 M | -USD 610 k | 9 | 3.98% | Reducidas |
|
| 491 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 119 M | +USD 5.22 M | 10 | 2.39% | Aumentadas |
|
| 492 |
CEP
Chicago Equity Partners
Chicago,
Illinois
| USD 119 M | -USD 3.64 M | 3 | 3.21% | Reducidas |
|
| 493 |
JFB Holdings Corp
Atlanta,
Georgia
| USD 118 M | -USD 21.1 M | 1 | 3.13% | Reducidas |
|
| 494 |
CAM
Capstone Asset Management
Houston,
Texas
| USD 117 M | +USD 12.9 M | 10 | 3.4% | Aumentadas |
|
| 495 |
Foresters Investment Management
New York
| USD 116 M | +USD 314 k | 3 | 2.32% | Aumentadas |
|
| 496 |
VanEck Associates
New York
| USD 116 M | +USD 33.9 M | 7 | 0.72% | Aumentadas |
|
| 497 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 116 M | -USD 4.53 M | 6 | 3.82% | Reducidas |
|
| 498 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 116 M | -USD 2.2 M | 8 | 2.97% | Reducidas |
|
| 499 |
WestEnd Advisors
Charlotte,
North Carolina
| USD 116 M | +USD 563 k | 1 | 5.29% | Aumentadas |
|
| 500 |
Indus Capital Partners
New York
| USD 116 M | -USD 127 M | 2 | 15.26% | Reducidas |
|