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 |
MUFG Americas
New York
| USD 143 M | -USD 1.97 M | 10 | 4.84% | Reducidas |
|
| 527 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 143 M | USD 0 | 2 | 4.64% | Mantenido |
|
| 528 |
Alliance Trust
Dundee, Scotland,
United Kingdom
| USD 143 M | +USD 13.7 M | 2 | 6.19% | Aumentadas |
|
| 529 |
DFO
Duquesne Family Office
New York
| USD 142 M | +USD 78.4 M | 5 | 12.56% | Aumentadas |
|
| 530 |
RWC Asset Management
London,
United Kingdom
| USD 142 M | +USD 23.2 M | 4 | 8.67% | Aumentadas |
|
| 531 |
PCM
Pennant Capital Management
Summit,
New Jersey
| USD 141 M | -USD 44 M | 1 | 4.95% | Reducidas |
|
| 532 |
Profund Advisors
Bethesda,
Maryland
| USD 141 M | +USD 19.6 M | 10 | 6.72% | Aumentadas |
|
| 533 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 141 M | -USD 421 k | 6 | 13.08% | Reducidas |
|
| 534 |
Mizuho Securities USA
New York
| USD 140 M | +USD 117 M | 4 | 11.69% | Aumentadas |
|
| 535 |
Mondrian Investment Partners
London,
United Kingdom
| USD 139 M | -USD 33.7 M | 1 | 3.41% | Reducidas |
|
| 536 |
AA
Ancient Art
Austin,
Texas
| USD 139 M | USD 0 | 1 | 25.41% | Mantenido |
|
| 537 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| USD 139 M | -USD 9.6 M | 10 | 6.26% | Reducidas |
|
| 538 |
GVI
Green Valley Investors
Wilmington,
Delaware
| USD 138 M | -USD 56.7 M | 1 | 7.08% | Reducidas |
|
| 539 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 137 M | USD 0 | 4 | 9.22% | Mantenido |
|
| 540 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| USD 137 M | +USD 26.1 M | 5 | 24.43% | Aumentadas |
|
| 541 |
PFC
Poplar Forest Capital
Pasadena,
California
| USD 137 M | -USD 2.24 M | 4 | 11.74% | Reducidas |
|
| 542 |
Zacks Investment Management
Chicago,
Illinois
| USD 137 M | +USD 15.6 M | 7 | 3.88% | Aumentadas |
|
| 543 |
Meyer Handelman Company
Rye Brook,
New York
| USD 137 M | -USD 582 k | 6 | 6.15% | Reducidas |
|
| 544 |
Capital International Sarl
Los Angeles,
California
| USD 136 M | +USD 1.55 M | 8 | 11.53% | Aumentadas |
|
| 545 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 136 M | -USD 4.79 M | 7 | 5.83% | Reducidas |
|
| 546 |
Alpha Wave Global
New York
| USD 136 M | -USD 24.6 M | 2 | 10.77% | Reducidas |
|
| 547 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 136 M | -USD 976 k | 1 | 9.4% | Reducidas |
|
| 548 |
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 136 M | -USD 819 k | 3 | 34.85% | Reducidas |
|
| 549 |
BHG
Blue Harbour Group
Greenwich,
Connecticut
| USD 136 M | +USD 137 M | 1 | 5.02% | Nuevas |
|
| 550 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 135 M | +USD 1.45 M | 7 | 2.49% | Aumentadas |
|