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 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 155 M | +USD 44.7 M | 6 | 1.94% | Aumentadas |
|
| 502 |
HM Payson & Co
Portland,
Maine
| USD 155 M | -USD 7.89 M | 7 | 7.55% | Reducidas |
|
| 503 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 155 M | -USD 2.16 M | 10 | 3.25% | Reducidas |
|
| 504 |
Cambiar Investors
Denver,
Colorado
| USD 154 M | -USD 26.7 M | 2 | 2.25% | Reducidas |
|
| 505 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 153 M | +USD 26 M | 10 | 0.56% | Aumentadas |
|
| 506 |
Andra AP-fonden
Goteborg,
Sweden
| USD 153 M | +USD 12.9 M | 11 | 4.09% | Aumentadas |
|
| 507 |
AIM
Allen Investment Management
New York
| USD 151 M | +USD 12 M | 6 | 9.64% | Aumentadas |
|
| 508 |
Cannell & Co
New York
| USD 150 M | -USD 10.6 M | 7 | 5.47% | Reducidas |
|
| 509 |
AAM
Ardevora Asset Management
London,
United Kingdom
| USD 150 M | +USD 14.9 M | 6 | 5.52% | Aumentadas |
|
| 510 |
Valiant Capital Management
San Francisco,
California
| USD 150 M | USD 0 | 2 | 9.09% | Mantenido |
|
| 511 |
Foresters Investment Management
New York
| USD 150 M | +USD 5.48 M | 4 | 2.78% | Aumentadas |
|
| 512 |
Fiduciary Trust
Boston,
Massachusetts
| USD 150 M | -USD 628 k | 9 | 5.13% | Reducidas |
|
| 513 |
First Foundation Advisors
Irvine,
California
| USD 149 M | -USD 8.43 M | 7 | 10.33% | Reducidas |
|
| 514 |
ICP
Indus Capital Partners
New York
| USD 149 M | -USD 2 M | 1 | 14.07% | Reducidas |
|
| 515 |
Broad Run Investment Management
Arlington,
Virginia
| USD 148 M | +USD 1.82 M | 2 | 6.74% | Aumentadas |
|
| 516 |
Capital International
Los Angeles,
California
| USD 148 M | +USD 4.99 M | 7 | 10.44% | Aumentadas |
|
| 517 |
Ladenburg Thalmann Financial Services
Miami,
Florida
| USD 147 M | +USD 8.99 M | 20 | 2.21% | Aumentadas |
|
| 518 |
IRF
IBM Retirement Fund
Armonk,
New York
| USD 147 M | -USD 55.3 M | 11 | 7.4% | Reducidas |
|
| 519 |
Castleark Management
Chicago,
Illinois
| USD 146 M | +USD 43.5 M | 6 | 4.43% | Aumentadas |
|
| 520 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 146 M | -USD 5.07 M | 7 | 5.26% | Reducidas |
|
| 521 |
Oppenheimer & Co
New York
| USD 146 M | -USD 4.65 M | 12 | 4.24% | Reducidas |
|
| 522 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 145 M | -USD 16.7 M | 15 | 4.4% | Reducidas |
|
| 523 |
PFU
Parus Finance (UK)
London,
United Kingdom
| USD 145 M | +USD 8.65 M | 2 | 21.92% | Aumentadas |
|
| 524 |
Bartlett & Co
Cincinnati,
Ohio
| USD 145 M | -USD 954 k | 9 | 7.01% | Reducidas |
|
| 525 |
Analytic Investors
Los Angeles,
California
| USD 143 M | +USD 26.7 M | 8 | 1.6% | Aumentadas |
|