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 |
Driehaus Capital Management
Chicago,
Illinois
| USD 174 M | -USD 19.1 M | 6 | 6.39% | Reducidas |
|
| 527 |
Intermede Investment Partners
London,
United Kingdom
| USD 174 M | +USD 39.7 M | 3 | 16.78% | Aumentadas |
|
| 528 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 173 M | -USD 14.1 M | 10 | 8.35% | Reducidas |
|
| 529 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 172 M | +USD 7.95 M | 8 | 2.9% | Aumentadas |
|
| 530 |
EC
Eminence Capital
New York
| USD 170 M | +USD 169 M | 1 | 2.89% | Nuevas |
|
| 531 |
JC
Joho Capital
New York
| USD 170 M | -USD 13.6 M | 1 | 34.9% | Reducidas |
|
| 532 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 169 M | -USD 3.04 M | 7 | 5.68% | Reducidas |
|
| 533 |
TP
Thunderbird Partners
London,
United Kingdom
| USD 169 M | -USD 49 M | 2 | 19.81% | Reducidas |
|
| 534 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| USD 168 M | +USD 51.8 M | 17 | 2.75% | Aumentadas |
|
| 535 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 168 M | +USD 7.53 M | 8 | 4.68% | Aumentadas |
|
| 536 |
Winton Group
London,
United Kingdom
| USD 168 M | -USD 23 M | 9 | 4.92% | Reducidas |
|
| 537 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 167 M | +USD 6.46 M | 14 | 1.34% | Aumentadas |
|
| 538 |
Capital International
Los Angeles,
California
| USD 166 M | -USD 21.6 M | 6 | 11.03% | Reducidas |
|
| 539 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 165 M | +USD 3.78 M | 13 | 2.53% | Aumentadas |
|
| 540 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 165 M | +USD 18.8 M | 4 | 1.97% | Aumentadas |
|
| 541 |
OAM
Origin Asset Management
London,
United Kingdom
| USD 165 M | -USD 7.07 M | 4 | 10.15% | Reducidas |
|
| 542 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 165 M | -USD 55.8 M | 3 | 4.19% | Reducidas |
|
| 543 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 165 M | +USD 1.12 M | 7 | 6.17% | Aumentadas |
|
| 544 |
Zweig-DiMenna Associates
New York
| USD 165 M | +USD 101 M | 9 | 12.04% | Aumentadas |
|
| 545 |
Brandes Investment Partners
La Jolla,
California
| USD 164 M | -USD 64.5 M | 3 | 2.59% | Reducidas |
|
| 546 |
D.A. Davidson & Co
Great Falls,
Montana
| USD 163 M | +USD 7.92 M | 19 | 3.69% | Aumentadas |
|
| 547 |
TCM
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
| USD 163 M | -USD 16.6 M | 2 | 7.12% | Reducidas |
|
| 548 |
Zacks Investment Management
Chicago,
Illinois
| USD 163 M | -USD 488 k | 7 | 4.04% | Reducidas |
|
| 549 |
TIAA FSB
Jacksonville,
Florida
| USD 162 M | +USD 161 M | 9 | 1.1% | Nuevas |
|
| 550 |
RWC Asset Management
London,
United Kingdom
| USD 162 M | -USD 7.13 M | 5 | 9.33% | Reducidas |
|