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 |
Oppenheimer Asset Management
New York
| USD 229 M | +USD 1.49 M | 14 | 5.61% | Aumentadas |
|
| 502 |
Weitz Investment Management
Omaha,
Nebraska
| USD 229 M | +USD 2.87 M | 6 | 9.75% | Aumentadas |
|
| 503 |
Voloridge Investment Management
Jupiter,
Florida
| USD 229 M | -USD 76.5 M | 6 | 6.13% | Reducidas |
|
| 504 |
Gofen & Glossberg
Chicago,
Illinois
| USD 229 M | +USD 603 k | 7 | 8.48% | Aumentadas |
|
| 505 |
People's United Financial
Bridgeport,
Connecticut
| USD 229 M | -USD 6.38 M | 15 | 5.87% | Reducidas |
|
| 506 |
GVI
Green Valley Investors
Wilmington,
Delaware
| USD 229 M | -USD 14.8 M | 1 | 10.71% | Reducidas |
|
| 507 |
Taconic Capital Advisors
New York
| USD 228 M | -USD 11.2 M | 2 | 14.12% | Reducidas |
|
| 508 |
Carillon Tower Advisers
St. Petersburg,
Florida
| USD 228 M | +USD 74 M | 7 | 1.8% | Aumentadas |
|
| 509 |
PFM Health Sciences
San Francisco,
California
| USD 227 M | -USD 39.4 M | 4 | 3.56% | Reducidas |
|
| 510 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 227 M | -USD 7.82 M | 11 | 8.92% | Reducidas |
|
| 511 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 227 M | -USD 14.4 M | 5 | 12.08% | Reducidas |
|
| 512 |
Crossmark Global Holdings
Houston,
Texas
| USD 225 M | -USD 14.3 M | 13 | 6.04% | Reducidas |
|
| 513 |
TIAA FSB
Jacksonville,
Florida
| USD 223 M | +USD 16 M | 9 | 1.23% | Aumentadas |
|
| 514 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 223 M | +USD 3.57 M | 10 | 5.46% | Aumentadas |
|
| 515 |
HS Management Partners
New York
| USD 223 M | -USD 23.1 M | 2 | 6.79% | Reducidas |
|
| 516 |
Hexavest
Montreal,
Quebec, Canada
| USD 222 M | -USD 200 M | 5 | 2.87% | Reducidas |
|
| 517 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 222 M | -USD 8.96 M | 6 | 10.45% | Reducidas |
|
| 518 |
Advisor Group
Phoenix,
Arizona
| USD 221 M | -USD 428 k | 24 | 3.04% | Reducidas |
|
| 519 |
Montag & Caldwell
Atlanta,
Georgia
| USD 220 M | -USD 107 M | 4 | 8.77% | Reducidas |
|
| 520 |
DF Dent & Co
Baltimore,
Maryland
| USD 220 M | +USD 1.65 M | 6 | 4.95% | Aumentadas |
|
| 521 |
SCGE Management
Menlo Park,
California
| USD 219 M | +USD 18.2 M | 3 | 22.55% | Aumentadas |
|
| 522 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 219 M | -USD 1.01 M | 6 | 6.2% | Reducidas |
|
| 523 |
Banco Santander
Madrid,
Spain
| USD 218 M | -USD 14.5 M | 9 | 2.54% | Reducidas |
|
| 524 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| USD 218 M | +USD 1.94 M | 4 | 5.17% | Aumentadas |
|
| 525 |
Driehaus Capital Management
Chicago,
Illinois
| USD 217 M | +USD 30.3 M | 8 | 7.33% | Aumentadas |
|