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 | |
|---|---|---|---|---|---|---|---|
| 526 |
Becker Capital Management
Portland,
Oregon
| USD 102 M | +USD 2.74 M | 5 | 3.95% | Aumentadas |
|
| 527 |
Miller Howard Investments
Kingston,
New York
| USD 102 M | +USD 1.98 M | 2 | 1.56% | Aumentadas |
|
| 528 |
SCM
Stevens Capital Management
Radnor,
Pennsylvania
| USD 101 M | +USD 58.9 M | 7 | 3.41% | Aumentadas |
|
| 529 |
Altrinsic Global Advisors
Stamford,
Connecticut
| USD 101 M | -USD 10.4 M | 3 | 2.08% | Reducidas |
|
| 530 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 100 M | +USD 9.28 M | 3 | 12.25% | Aumentadas |
|
| 531 |
TCTC Holdings
Dallas,
Texas
| USD 99 M | +USD 433 k | 4 | 5.99% | Aumentadas |
|
| 532 |
EARNEST Partners
Atlanta,
Georgia
| USD 99 M | -USD 2.6 M | 2 | 0.81% | Reducidas |
|
| 533 |
Balyasny Asset Management
Chicago,
Illinois
| USD 98.8 M | +USD 37.5 M | 4 | 0.91% | Aumentadas |
|
| 534 |
Alpha Wave Global
New York
| USD 98.7 M | USD 0 | 1 | 5.35% | Mantenido |
|
| 535 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 97.9 M | USD 0 | 2 | 3.43% | Mantenido |
|
| 536 |
MICM
Matthews International Capital Management
San Francisco,
California
| USD 97.8 M | -USD 903 k | 1 | 4.07% | Reducidas |
|
| 537 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 97.6 M | -USD 6.68 M | 5 | 2.21% | Reducidas |
|
| 538 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
| USD 97.3 M | +USD 246 k | 7 | 5.03% | Aumentadas |
|
| 539 |
Findlay Park Partners
London,
United Kingdom
| USD 97.1 M | +USD 43.4 M | 1 | 1.04% | Aumentadas |
|
| 540 |
Coronation Asset Management
Cape Town,
South Africa
| USD 96.5 M | +USD 21.5 M | 3 | 5.65% | Aumentadas |
|
| 541 |
NG
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 96.4 M | -USD 13.1 M | 7 | 0.82% | Reducidas |
|
| 542 |
JAT Capital Management LP (Connecticut)
Greenwich,
Connecticut
| USD 96.2 M | -USD 218 M | 2 | 3.69% | Reducidas |
|
| 543 |
Todd Asset Management
Louisville,
Kentucky
| USD 96 M | -USD 15.3 M | 4 | 2.67% | Reducidas |
|
| 544 |
Check Capital Management
Costa Mesa,
California
| USD 95.5 M | +USD 5.86 M | 3 | 8.41% | Aumentadas |
|
| 545 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 95.3 M | +USD 7.45 M | 6 | 11.63% | Aumentadas |
|
| 546 |
MI
Markston International
White Plains,
New York
| USD 94.8 M | -USD 482 k | 6 | 5.9% | Reducidas |
|
| 547 |
Evercore Wealth Management
New York
| USD 94.7 M | +USD 235 k | 10 | 4.72% | Aumentadas |
|
| 548 |
Argent Capital Management
St Louis,
Missouri
| USD 94 M | -USD 32.6 M | 4 | 4.52% | Reducidas |
|
| 549 |
TM
Tiger Management
New York
| USD 93.8 M | -USD 52.3 M | 2 | 18.41% | Reducidas |
|
| 550 |
Avalon Investment & Advisory
Houston,
Texas
| USD 93.2 M | -USD 11.3 M | 5 | 4.25% | Reducidas |
|