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 |
Athanor Capital
New York
| USD 306 M | +USD 55 M | 13 | 15.53% | Aumentadas |
|
| 502 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 306 M | +USD 2.29 M | 10 | 14.12% | Aumentadas |
|
| 503 |
Baupost Group
Boston,
Massachusetts
| USD 303 M | -USD 116 M | 1 | 3.79% | Reducidas |
|
| 504 |
Moody National Bank Trust Division
Galveston,
Texas
| USD 303 M | +USD 534 k | 7 | 9.46% | Aumentadas |
|
| 505 |
Crake Asset Management
London,
United Kingdom
| USD 303 M | +USD 139 M | 4 | 29.68% | Aumentadas |
|
| 506 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 303 M | +USD 13.7 M | 8 | 22.58% | Aumentadas |
|
| 507 |
Cannell & Co
New York
| USD 301 M | -USD 21.5 M | 7 | 11.85% | Reducidas |
|
| 508 |
AIA Investment Management (HK)
Hong Kong
| USD 301 M | -USD 36.4 M | 1 | 60.48% | Reducidas |
|
| 509 |
British Airways Pensions Investment Management
London,
United Kingdom
| USD 301 M | -USD 1.29 M | 5 | 13.15% | Reducidas |
|
| 510 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 299 M | +USD 111 M | 8 | 6.05% | Aumentadas |
|
| 511 |
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| USD 298 M | +USD 1.39 M | 16 | 10.25% | Aumentadas |
|
| 512 |
Ziegler Capital Management
Chicago,
Illinois
| USD 297 M | -USD 93.8 M | 7 | 9.46% | Reducidas |
|
| 513 |
GAM Holding
Zurich,
Switzerland
| USD 296 M | -USD 9.5 M | 11 | 18.39% | Reducidas |
|
| 514 |
Profund Advisors
Bethesda,
Maryland
| USD 296 M | +USD 22 M | 11 | 16.45% | Aumentadas |
|
| 515 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 295 M | +USD 6.18 M | 5 | 4.63% | Aumentadas |
|
| 516 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 294 M | -USD 328 M | 6 | 31.28% | Reducidas |
|
| 517 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 293 M | -USD 2.54 M | 7 | 16.43% | Reducidas |
|
| 518 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| USD 291 M | +USD 1.39 M | 5 | 30.04% | Aumentadas |
|
| 519 |
Castleark Management
Chicago,
Illinois
| USD 291 M | -USD 3.02 M | 7 | 12.66% | Reducidas |
|
| 520 |
IC
Immersion Capital
London,
United Kingdom
| USD 291 M | +USD 334 k | 2 | 30.03% | Aumentadas |
|
| 521 |
Crestwood Advisors Group
Boston,
Massachusetts
| USD 290 M | -USD 7.37 M | 8 | 11.62% | Reducidas |
|
| 522 |
CM
Conifer Management
New York
| USD 289 M | -USD 320 M | 2 | 20% | Reducidas |
|
| 523 |
Balyasny Asset Management
Chicago,
Illinois
| USD 289 M | -USD 22.3 M | 9 | 2.51% | Reducidas |
|
| 524 |
Ossiam
Paris,
France
| USD 288 M | -USD 3.42 M | 10 | 18.43% | Reducidas |
|
| 525 |
Shelton Capital Management
Denver,
Colorado
| USD 288 M | +USD 5.22 M | 10 | 15.85% | Aumentadas |
|