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 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 139 M | USD 0 | 4 | 9.64% | Mantenido |
|
| 527 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 138 M | -USD 49.8 M | 7 | 5.87% | Reducidas |
|
| 528 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 136 M | USD 0 | 2 | 4.78% | Mantenido |
|
| 529 |
Blackstone Inc
New York
| USD 136 M | -USD 34.3 M | 3 | 0.58% | Reducidas |
|
| 530 |
Argent Capital Management
St Louis,
Missouri
| USD 136 M | +USD 3.29 M | 4 | 6.19% | Aumentadas |
|
| 531 |
Melvin Capital Management
New York
| USD 135 M | -USD 7.54 M | 2 | 5.11% | Reducidas |
|
| 532 |
MUFG Americas
New York
| USD 135 M | +USD 1.68 M | 12 | 4.8% | Aumentadas |
|
| 533 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 135 M | +USD 96.2 M | 1 | 6.36% | Aumentadas |
|
| 534 |
Oppenheimer & Co
New York
| USD 135 M | +USD 5.17 M | 12 | 4.09% | Aumentadas |
|
| 535 |
Impax Asset Management
Portsmouth,
New Hampshire
| USD 134 M | -USD 6.36 M | 6 | 7.18% | Reducidas |
|
| 536 |
Creative Planning
Overland Park,
Kansas
| USD 134 M | -USD 876 k | 18 | 1.04% | Reducidas |
|
| 537 |
Bridgeway Capital Management
Houston,
Texas
| USD 133 M | -USD 13.8 M | 7 | 2.24% | Reducidas |
|
| 538 |
Valiant Capital Management
San Francisco,
California
| USD 131 M | -USD 51.8 M | 2 | 9.34% | Reducidas |
|
| 539 |
Perkins Investment Management
Chicago,
Illinois
| USD 131 M | -USD 22.9 M | 3 | 1.97% | Reducidas |
|
| 540 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 131 M | +USD 20.8 M | 10 | 7.95% | Aumentadas |
|
| 541 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 131 M | +USD 12 M | 10 | 2.82% | Aumentadas |
|
| 542 |
IIM
Ivory Investment Management
New York
| USD 131 M | -USD 19.5 M | 4 | 4.55% | Reducidas |
|
| 543 |
Meyer Handelman Company
Rye Brook,
New York
| USD 130 M | -USD 691 k | 6 | 6.03% | Reducidas |
|
| 544 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 130 M | +USD 20.2 M | 7 | 4.87% | Aumentadas |
|
| 545 |
KCM
Kingdon Capital Management
New York
| USD 129 M | +USD 48.8 M | 1 | 7.12% | Aumentadas |
|
| 546 |
Swiss Life Asset Management
Zurich,
| USD 129 M | +USD 4.06 M | 8 | 5.46% | Aumentadas |
|
| 547 |
Homestead Advisers
Arlington,
Virginia
| USD 129 M | +USD 123 M | 2 | 2.3% | Nuevas |
|
| 548 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 128 M | +USD 2.2 M | 1 | 10.22% | Aumentadas |
|
| 549 |
Alliance Trust
Dundee, Scotland,
United Kingdom
| USD 127 M | +USD 59.2 M | 2 | 6.1% | Aumentadas |
|
| 550 |
OP
Oldfield Partners
London,
United Kingdom
| USD 127 M | -USD 96.3 M | 2 | 10.62% | Reducidas |
|