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 222 M | -USD 8.7 M | 7 | 1.66% | Reducidas |
|
| 502 |
Jericho Capital Asset Management
New York
| USD 221 M | -USD 142 M | 1 | 12.1% | Reducidas |
|
| 503 |
Weitz Investment Management
Omaha,
Nebraska
| USD 221 M | +USD 760 k | 5 | 9.34% | Aumentadas |
|
| 504 |
People's United Financial
Bridgeport,
Connecticut
| USD 221 M | +USD 1.42 M | 14 | 6.99% | Aumentadas |
|
| 505 |
First Foundation Advisors
Irvine,
California
| USD 220 M | -USD 3.34 M | 8 | 12.27% | Reducidas |
|
| 506 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 219 M | -USD 1.86 M | 6 | 12% | Reducidas |
|
| 507 |
Taconic Capital Advisors
New York
| USD 219 M | +USD 119 M | 3 | 14.92% | Aumentadas |
|
| 508 |
Banco Santander
Madrid,
Spain
| USD 219 M | +USD 23.6 M | 11 | 2.56% | Aumentadas |
|
| 509 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 217 M | -USD 1.68 M | 11 | 8.25% | Reducidas |
|
| 510 |
Oppenheimer Asset Management
New York
| USD 216 M | -USD 11.8 M | 14 | 5.41% | Reducidas |
|
| 511 |
MRG
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| USD 216 M | +USD 15.4 M | 2 | 25.93% | Aumentadas |
|
| 512 |
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 215 M | -USD 25.5 M | 3 | 12.28% | Reducidas |
|
| 513 |
Gofen & Glossberg
Chicago,
Illinois
| USD 214 M | -USD 2.5 M | 7 | 8.02% | Reducidas |
|
| 514 |
MCM
McKinley Capital Management
Anchorage,
Alaska
| USD 214 M | -USD 6.55 M | 7 | 12.5% | Reducidas |
|
| 515 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 214 M | -USD 18.2 M | 8 | 4.95% | Reducidas |
|
| 516 |
Honeycomb Asset Management
New York
| USD 212 M | -USD 36 M | 6 | 37.57% | Reducidas |
|
| 517 |
SeaTown Holdings
Singapore
| USD 212 M | +USD 13.3 M | 4 | 20.12% | Aumentadas |
|
| 518 |
Meag Munich Ergo
Munich,
Germany
| USD 212 M | +USD 5.71 M | 10 | 8.65% | Aumentadas |
|
| 519 |
Fir Tree Capital Management
New York
| USD 209 M | -USD 34.3 M | 2 | 8.64% | Reducidas |
|
| 520 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 208 M | +USD 2.66 M | 9 | 5.33% | Aumentadas |
|
| 521 |
GVI
Green Valley Investors
Wilmington,
Delaware
| USD 208 M | USD 0 | 1 | 9.92% | Mantenido |
|
| 522 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 208 M | +USD 12.8 M | 6 | 6.59% | Aumentadas |
|
| 523 |
Welch & Forbes
Boston,
Massachusetts
| USD 205 M | -USD 1.2 M | 10 | 5.28% | Reducidas |
|
| 524 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| USD 205 M | -USD 3.98 M | 10 | 7.28% | Reducidas |
|
| 525 |
Country Trust Bank
Bloomington,
Illinois
| USD 204 M | -USD 29.5 M | 10 | 9.72% | Reducidas |
|