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 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| USD 140 M | +USD 1.2 M | 10 | 5.92% | Aumentadas |
|
| 527 |
Winton Group
London,
United Kingdom
| USD 139 M | -USD 79.8 M | 7 | 4.59% | Reducidas |
|
| 528 |
BWCA
Brenner West Capital Advisors
New York
| USD 139 M | +USD 78.8 M | 2 | 15.32% | Aumentadas |
|
| 529 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 139 M | +USD 772 k | 6 | 12.58% | Aumentadas |
|
| 530 |
Calvert Investment Management
Bethesda,
Maryland
| USD 138 M | +USD 2.98 M | 11 | 5.15% | Aumentadas |
|
| 531 |
Corvex Management
New York
| USD 137 M | +USD 139 M | 1 | 2.35% | Nuevas |
|
| 532 |
Zacks Investment Management
Chicago,
Illinois
| USD 137 M | -USD 3.16 M | 7 | 3.95% | Reducidas |
|
| 533 |
Weitz Investment Management
Omaha,
Nebraska
| USD 137 M | +USD 14.5 M | 4 | 5.43% | Aumentadas |
|
| 534 |
Ascend Capital
Orinda,
California
| USD 136 M | +USD 56 M | 3 | 6.79% | Aumentadas |
|
| 535 |
Rathbones Group
Liverpool,
United Kingdom
| USD 136 M | +USD 8.52 M | 8 | 6.82% | Aumentadas |
|
| 536 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 135 M | -USD 5.02 M | 5 | 1.61% | Reducidas |
|
| 537 |
River Road Asset Management
Louisville,
Kentucky
| USD 135 M | +USD 2.75 M | 1 | 2.58% | Aumentadas |
|
| 538 |
PFU
Parus Finance (UK)
London,
United Kingdom
| USD 135 M | -USD 5.51 M | 2 | 23.71% | Reducidas |
|
| 539 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 135 M | +USD 2.18 M | 7 | 4.78% | Aumentadas |
|
| 540 |
Capstone Investment Advisors
New York
| USD 134 M | +USD 114 M | 6 | 4.12% | Aumentadas |
|
| 541 |
GAM
GVO Asset Management
Zug,
Switzerland
| USD 132 M | -USD 45 M | 2 | 25.05% | Reducidas |
|
| 542 |
DF Dent & Co
Baltimore,
Maryland
| USD 132 M | +USD 45.8 M | 5 | 3.71% | Aumentadas |
|
| 543 |
Profund Advisors
Bethesda,
Maryland
| USD 132 M | -USD 7.12 M | 10 | 6.07% | Reducidas |
|
| 544 |
Wolverine Asset Management
Chicago,
Illinois
| USD 132 M | +USD 126 M | 3 | 1.7% | Aumentadas |
|
| 545 |
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 131 M | +USD 54.7 M | 10 | 6.65% | Aumentadas |
|
| 546 |
Perkins Investment Management
Chicago,
Illinois
| USD 131 M | +USD 5.02 M | 4 | 1.67% | Aumentadas |
|
| 547 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 131 M | +USD 11.2 M | 13 | 1.42% | Aumentadas |
|
| 548 |
Lakewood Capital Management
New York
| USD 130 M | +USD 6.64 M | 2 | 5.89% | Aumentadas |
|
| 549 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 130 M | -USD 1.88 M | 4 | 2.71% | Reducidas |
|
| 550 |
Whittier Trust
South Pasadena,
California
| USD 129 M | -USD 1.54 M | 12 | 5.49% | Reducidas |
|