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 | |
|---|---|---|---|---|---|---|---|
| 501 |
Tremblant Capital Group
West Palm Beach,
Florida
| USD 110 M | +USD 14.7 M | 1 | 3.92% | Aumentadas |
|
| 502 |
SCM
Steadfast Capital Management
New York
| USD 110 M | +USD 111 M | 1 | 1.85% | Nuevas |
|
| 503 |
OAMG
Odey Asset Management Group
London,
United Kingdom
| USD 110 M | -USD 19.8 M | 3 | 3.85% | Reducidas |
|
| 504 |
PC
Passport Capital
San Francisco,
California
| USD 108 M | +USD 23.7 M | 2 | 1.52% | Aumentadas |
|
| 505 |
IIM
Ivory Investment Management
New York
| USD 108 M | +USD 33.7 M | 1 | 3.55% | Aumentadas |
|
| 506 |
Zweig-DiMenna Associates
New York
| USD 107 M | +USD 46.7 M | 5 | 4.7% | Aumentadas |
|
| 507 |
Avalon Investment & Advisory
Houston,
Texas
| USD 107 M | +USD 1.78 M | 5 | 5.4% | Aumentadas |
|
| 508 |
Cullen Capital Management
New York
| USD 107 M | -USD 29 M | 2 | 2.93% | Reducidas |
|
| 509 |
Highbridge Capital Management
New York
| USD 107 M | +USD 13.2 M | 6 | 1.41% | Aumentadas |
|
| 510 |
EPCM
Eton Park Capital Management
New York
| USD 107 M | +USD 108 M | 1 | 1.26% | Nuevas |
|
| 511 |
CAM
Capstone Asset Management
Houston,
Texas
| USD 106 M | +USD 783 k | 9 | 3.61% | Aumentadas |
|
| 512 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 106 M | -USD 62.6 M | 6 | 0.85% | Reducidas |
|
| 513 |
Profund Advisors
Bethesda,
Maryland
| USD 105 M | +USD 11.2 M | 8 | 4.93% | Aumentadas |
|
| 514 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 105 M | USD 0 | 2 | 3.78% | Mantenido |
|
| 515 |
BB&T Securities
Richmond,
Virginia
| USD 105 M | +USD 3.28 M | 8 | 2.46% | Aumentadas |
|
| 516 |
CC
Colrain Capital
Boston,
Massachusetts
| USD 105 M | +USD 11 M | 4 | 7.82% | Aumentadas |
|
| 517 |
Securian Asset Management
St Paul,
Minnesota
| USD 103 M | +USD 1.42 M | 8 | 3.5% | Aumentadas |
|
| 518 |
People's United Financial
Bridgeport,
Connecticut
| USD 103 M | -USD 934 k | 10 | 5.48% | Reducidas |
|
| 519 |
Veritable
Wilmington,
Delaware
| USD 103 M | +USD 32.6 M | 9 | 2.19% | Aumentadas |
|
| 520 |
NM
Nokota Management
New York
| USD 102 M | +USD 45.6 M | 3 | 3.08% | Aumentadas |
|
| 521 |
EARNEST Partners
Atlanta,
Georgia
| USD 102 M | -USD 3.41 M | 2 | 0.85% | Reducidas |
|
| 522 |
Capital International
Los Angeles,
California
| USD 101 M | +USD 22.9 M | 7 | 6.29% | Aumentadas |
|
| 523 |
MI
Markston International
White Plains,
New York
| USD 101 M | +USD 762 k | 5 | 6.17% | Aumentadas |
|
| 524 |
Caledonia Investments (Australia)
Sydney NSW,
Australia
| USD 100 M | -USD 21.3 M | 1 | 6.24% | Reducidas |
|
| 525 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 100 M | -USD 5.1 M | 3 | 12.8% | Reducidas |
|