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 |
Fiduciary Trust
Boston,
Massachusetts
| USD 107 M | -USD 1.08 M | 8 | 4.83% | Reducidas |
|
| 527 |
WCM Investment Management
Laguna Beach,
California
| USD 107 M | -USD 28.2 M | 2 | 2.66% | Reducidas |
|
| 528 |
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 107 M | -USD 39.1 M | 7 | 3.6% | Reducidas |
|
| 529 |
PCM
Palestra Capital Management
New York
| USD 105 M | +USD 49 M | 2 | 10.17% | Aumentadas |
|
| 530 |
United States Steel & Carnegie Pension Fund
New York
| USD 105 M | -USD 114 M | 1 | 2.34% | Reducidas |
|
| 531 |
MICM
Matthews International Capital Management
San Francisco,
California
| USD 105 M | -USD 20.9 M | 1 | 4.67% | Reducidas |
|
| 532 |
RWC Asset Management
London,
United Kingdom
| USD 105 M | -USD 2.17 M | 3 | 8.26% | Reducidas |
|
| 533 |
Westwood Holdings Group
Dallas,
Texas
| USD 105 M | +USD 4.52 M | 6 | 0.91% | Aumentadas |
|
| 534 |
D.A. Davidson & Co
Great Falls,
Montana
| USD 105 M | +USD 415 k | 12 | 3.66% | Aumentadas |
|
| 535 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 104 M | +USD 31 M | 6 | 11.12% | Aumentadas |
|
| 536 |
Swiss Life Asset Management
Zurich,
| USD 104 M | +USD 8.69 M | 6 | 5.06% | Aumentadas |
|
| 537 |
B
BP
London,
United Kingdom
| USD 104 M | -USD 53 M | 6 | 4.66% | Reducidas |
|
| 538 |
Lakewood Capital Management
New York
| USD 104 M | USD 0 | 2 | 3.92% | Mantenido |
|
| 539 |
AAM
AO Asset Management
New York
| USD 103 M | +USD 50.6 M | 2 | 25.58% | Aumentadas |
|
| 540 |
Edmond de Rothschild Asset Management (France)
Paris,
France
| USD 103 M | -USD 8.18 M | 5 | 3.4% | Reducidas |
|
| 541 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 103 M | USD 0 | 6 | 13.44% | Mantenido |
|
| 542 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 102 M | +USD 5.56 M | 1 | 11.21% | Aumentadas |
|
| 543 |
UBS O'Connor
Chicago,
Illinois
| USD 102 M | -USD 56.7 M | 5 | 0.96% | Reducidas |
|
| 544 |
Hermes Investment Management
London Uk,
United Kingdom
| USD 102 M | +USD 14.6 M | 5 | 2.63% | Aumentadas |
|
| 545 |
Bridgewater Associates
Westport,
Connecticut
| USD 102 M | +USD 68.1 M | 7 | 1.36% | Aumentadas |
|
| 546 |
Wasatch Advisors
Salt Lake City,
Utah
| USD 102 M | -USD 29 M | 5 | 1.36% | Reducidas |
|
| 547 |
Cullen Capital Management
New York
| USD 101 M | -USD 20.2 k | 3 | 3.56% | Reducidas |
|
| 548 |
TGCM
Tukman Grossman Capital Management
Larkspur,
California
| USD 101 M | -USD 11 M | 1 | 5.86% | Reducidas |
|
| 549 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 101 M | +USD 24.4 M | 4 | 2.97% | Aumentadas |
|
| 550 |
Gotham Asset Management
New York
| USD 101 M | -USD 29.3 M | 5 | 0.98% | Reducidas |
|