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 |
Amalgamated Bank
New York
| USD 130 M | +USD 61.7 M | 11 | 7.52% | Aumentadas |
|
| 527 |
Broad Run Investment Management
Arlington,
Virginia
| USD 130 M | +USD 1.04 M | 2 | 6.24% | Aumentadas |
|
| 528 |
River Road Asset Management
Louisville,
Kentucky
| USD 129 M | -USD 34.9 M | 2 | 2.74% | Reducidas |
|
| 529 |
Baupost Group
Boston,
Massachusetts
| USD 129 M | USD 0 | 1 | 1.75% | Mantenido |
|
| 530 |
Swiss Life Asset Management
Zurich,
| USD 129 M | +USD 3.34 M | 7 | 5.29% | Aumentadas |
|
| 531 |
Samlyn Capital
New York
| USD 129 M | -USD 65.5 M | 3 | 3.07% | Reducidas |
|
| 532 |
Ashfield Capital Partners
San Francisco,
California
| USD 128 M | -USD 9.18 M | 8 | 10.3% | Reducidas |
|
| 533 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 128 M | -USD 10.9 M | 6 | 4.84% | Reducidas |
|
| 534 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 128 M | +USD 23.9 M | 8 | 0.75% | Aumentadas |
|
| 535 |
AIM
Allen Investment Management
New York
| USD 126 M | +USD 21.5 M | 6 | 8.76% | Aumentadas |
|
| 536 |
Meyer Handelman Company
Rye Brook,
New York
| USD 125 M | -USD 2.08 M | 6 | 5.63% | Reducidas |
|
| 537 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 125 M | +USD 14.4 M | 7 | 5.26% | Aumentadas |
|
| 538 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 125 M | +USD 1.65 M | 6 | 12.29% | Aumentadas |
|
| 539 |
D.A. Davidson & Co
Great Falls,
Montana
| USD 125 M | +USD 12 M | 16 | 3.67% | Aumentadas |
|
| 540 |
AA
Ancient Art
Austin,
Texas
| USD 124 M | +USD 39.5 M | 1 | 22.07% | Aumentadas |
|
| 541 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 123 M | -USD 25.1 M | 5 | 3.35% | Reducidas |
|
| 542 |
Capital International
Los Angeles,
California
| USD 123 M | -USD 17.9 M | 7 | 8.93% | Reducidas |
|
| 543 |
Ladenburg Thalmann Financial Services
Miami,
Florida
| USD 123 M | +USD 7.19 M | 18 | 1.96% | Aumentadas |
|
| 544 |
VSI
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 122 M | -USD 43.8 M | 5 | 10.59% | Reducidas |
|
| 545 |
Thompson Siegel & Walmsley
Richmond,
Virginia
| USD 122 M | +USD 11.8 M | 11 | 1.92% | Aumentadas |
|
| 546 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 121 M | +USD 2.68 M | 1 | 9.3% | Aumentadas |
|
| 547 |
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 121 M | -USD 33.2 M | 1 | 10.34% | Reducidas |
|
| 548 |
PFC
Poplar Forest Capital
Pasadena,
California
| USD 121 M | +USD 5.66 M | 4 | 11.25% | Aumentadas |
|
| 549 |
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 121 M | +USD 10.4 M | 4 | 32.29% | Aumentadas |
|
| 550 |
Levin Capital Strategies
New York
| USD 120 M | +USD 6.28 M | 8 | 2.17% | Aumentadas |
|