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 |
Gotham Asset Management
New York
| USD 261 M | -USD 24.6 M | 10 | 4.62% | Reducidas |
|
| 477 |
DF Dent & Co
Baltimore,
Maryland
| USD 258 M | +USD 15.2 M | 6 | 4.63% | Aumentadas |
|
| 478 |
Profund Advisors
Bethesda,
Maryland
| USD 257 M | -USD 30.8 M | 11 | 13.01% | Reducidas |
|
| 479 |
Westwood Holdings Group
Dallas,
Texas
| USD 257 M | -USD 12 M | 7 | 2.84% | Reducidas |
|
| 480 |
GMT Capital
Atlanta,
Georgia
| USD 257 M | +USD 6.09 M | 3 | 9.49% | Aumentadas |
|
| 481 |
Oppenheimer & Co
New York
| USD 257 M | -USD 5.55 M | 16 | 7.01% | Reducidas |
|
| 482 |
DCP
Darsana Capital Partners
New York
| USD 256 M | USD 0 | 1 | 9.49% | Mantenido |
|
| 483 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 255 M | +USD 15.5 M | 15 | 9.51% | Aumentadas |
|
| 484 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 255 M | -USD 9.6 M | 6 | 9.76% | Reducidas |
|
| 485 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 253 M | -USD 29.1 M | 10 | 4.61% | Reducidas |
|
| 486 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 248 M | +USD 14.5 M | 7 | 11.35% | Aumentadas |
|
| 487 |
SC
SRB Corp
Boston,
Massachusetts
| USD 245 M | -USD 440 k | 3 | 21.52% | Reducidas |
|
| 488 |
Douglass Winthrop Advisors
New York
| USD 244 M | +USD 4.65 M | 7 | 9.34% | Aumentadas |
|
| 489 |
Martin Currie
Edinburgh,
United Kingdom
| USD 244 M | +USD 12.8 M | 4 | 15.64% | Aumentadas |
|
| 490 |
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| USD 244 M | +USD 24.5 M | 5 | 27.59% | Aumentadas |
|
| 491 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 244 M | +USD 3.2 M | 8 | 7.78% | Aumentadas |
|
| 492 |
Zacks Investment Management
Chicago,
Illinois
| USD 244 M | -USD 1.72 M | 6 | 4.89% | Reducidas |
|
| 493 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 244 M | -USD 5.01 M | 6 | 13.69% | Reducidas |
|
| 494 |
MC
Maplelane Capital
New York
| USD 244 M | +USD 114 M | 5 | 5.46% | Aumentadas |
|
| 495 |
Allstate Corporation
Northbrook,
Illinois
| USD 243 M | +USD 3.96 M | 10 | 4.19% | Aumentadas |
|
| 496 |
GAM Holding
Zurich,
Switzerland
| USD 241 M | +USD 5.61 M | 11 | 10.62% | Aumentadas |
|
| 497 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 240 M | -USD 7.85 M | 8 | 2.45% | Reducidas |
|
| 498 |
Marshall Wace Asia
Central,
Hong Kong
| USD 240 M | -USD 64 M | 7 | 5.69% | Reducidas |
|
| 499 |
Shelton Capital Management
Denver,
Colorado
| USD 239 M | +USD 42.7 M | 11 | 14.13% | Aumentadas |
|
| 500 |
JC
Joho Capital
New York
| USD 239 M | +USD 7.59 M | 2 | 42.26% | Aumentadas |
|