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 |
Marshall Wace Asia
Central,
Hong Kong
| USD 162 M | +USD 157 M | 4 | 9.79% | Nuevas |
|
| 502 |
First Foundation Advisors
Irvine,
California
| USD 162 M | -USD 1.13 M | 7 | 10.04% | Reducidas |
|
| 503 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 161 M | +USD 31.5 M | 6 | 9.67% | Aumentadas |
|
| 504 |
Daiwa Securities Group
Tokyo,
Japan
| USD 161 M | -USD 19.8 M | 11 | 1.01% | Reducidas |
|
| 505 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 161 M | -USD 1.74 M | 7 | 5.49% | Reducidas |
|
| 506 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 160 M | +USD 3.56 M | 6 | 1.75% | Aumentadas |
|
| 507 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 160 M | USD 0 | 2 | 5.07% | Mantenido |
|
| 508 |
AustralianSuper
Melbourne,
Australia
| USD 160 M | +USD 58.7 M | 3 | 18.33% | Aumentadas |
|
| 509 |
PineBridge Investments
New York
| USD 160 M | +USD 19.3 M | 11 | 4.19% | Aumentadas |
|
| 510 |
Levin Capital Strategies
New York
| USD 159 M | +USD 21.5 M | 7 | 2.84% | Aumentadas |
|
| 511 |
Congress Asset Management
Boston,
Massachusetts
| USD 158 M | +USD 40.4 M | 6 | 3.02% | Aumentadas |
|
| 512 |
Schafer Cullen Capital Management
New York
| USD 158 M | -USD 1.32 M | 2 | 2.03% | Reducidas |
|
| 513 |
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 158 M | +USD 20 M | 1 | 9.91% | Aumentadas |
|
| 514 |
Zacks Investment Management
Chicago,
Illinois
| USD 157 M | +USD 9.09 M | 7 | 4% | Aumentadas |
|
| 515 |
VM
Valinor Management
New York
| USD 157 M | -USD 26.4 M | 1 | 4.58% | Reducidas |
|
| 516 |
Select Equity Group
New York
| USD 157 M | +USD 16.4 M | 3 | 1.17% | Aumentadas |
|
| 517 |
Eton Park Capital Management
New York
| USD 157 M | -USD 118 M | 1 | 6.89% | Reducidas |
|
| 518 |
Bartlett & Co
Cincinnati,
Ohio
| USD 157 M | -USD 3.73 M | 9 | 7.13% | Reducidas |
|
| 519 |
Harvest Fund Management
Beijing,
China
| USD 156 M | +USD 6.86 M | 4 | 28.73% | Aumentadas |
|
| 520 |
Thompson Siegel & Walmsley
Richmond,
Virginia
| USD 155 M | -USD 5.9 M | 11 | 1.83% | Reducidas |
|
| 521 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 155 M | +USD 1.21 M | 7 | 5.95% | Aumentadas |
|
| 522 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 154 M | -USD 15.3 M | 4 | 8.85% | Reducidas |
|
| 523 |
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 154 M | -USD 26.2 M | 2 | 8.44% | Reducidas |
|
| 524 |
RWC Asset Management
London,
United Kingdom
| USD 154 M | +USD 21.7 M | 4 | 8.93% | Aumentadas |
|
| 525 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 154 M | -USD 13.5 M | 7 | 2.62% | Reducidas |
|