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 |
GAM Holding
Zurich,
Switzerland
| USD 227 M | -USD 15.6 M | 14 | 8.26% | Reducidas |
|
| 527 |
Brighton Jones LLC
Seattle,
Washington
| USD 220 M | -USD 4.94 M | 7 | 27.08% | Reducidas |
|
| 528 |
Cadian Capital Management
New York
| USD 220 M | +USD 63.1 M | 2 | 10% | Aumentadas |
|
| 529 |
RIM
Redpoint Investment Management
Sydney, NSW,
Australia
| USD 219 M | +USD 5.47 M | 12 | 11.08% | Aumentadas |
|
| 530 |
TT International
London,
United Kingdom
| USD 219 M | +USD 98.7 M | 4 | 24.49% | Aumentadas |
|
| 531 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 218 M | -USD 5.36 M | 7 | 7.16% | Reducidas |
|
| 532 |
British Airways Pensions Investment Management
London,
United Kingdom
| USD 218 M | +USD 293 k | 6 | 8.13% | Aumentadas |
|
| 533 |
Jericho Capital Asset Management
New York
| USD 218 M | -USD 163 M | 1 | 9.28% | Reducidas |
|
| 534 |
GMT Capital
Atlanta,
Georgia
| USD 218 M | -USD 33.3 M | 3 | 5.64% | Reducidas |
|
| 535 |
First Foundation Advisors
Irvine,
California
| USD 217 M | -USD 18.7 M | 8 | 12.03% | Reducidas |
|
| 536 |
Frontier Capital Management
Boston,
Massachusetts
| USD 217 M | +USD 29 M | 3 | 1.4% | Aumentadas |
|
| 537 |
CIP
Champlain Investment Partners
Burlington,
Vermont
| USD 217 M | +USD 26 M | 3 | 1.93% | Aumentadas |
|
| 538 |
Confluence Investment Management
St. Louis,
Missouri
| USD 216 M | -USD 13.7 M | 6 | 3.67% | Reducidas |
|
| 539 |
CEP
Chicago Equity Partners
Chicago,
Illinois
| USD 215 M | +USD 16.1 M | 11 | 6.32% | Aumentadas |
|
| 540 |
QS Investors
New York
| USD 214 M | -USD 5.32 M | 16 | 2.06% | Reducidas |
|
| 541 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 214 M | +USD 11.5 M | 3 | 2.49% | Aumentadas |
|
| 542 |
CIM
Chiron Investment Management
New York
| USD 211 M | +USD 50.6 M | 4 | 13.44% | Aumentadas |
|
| 543 |
Cannell & Co
New York
| USD 210 M | -USD 4.85 M | 7 | 7.45% | Reducidas |
|
| 544 |
ANI
American National Insurance
Galveston,
Texas
| USD 210 M | -USD 5.64 M | 7 | 10.34% | Reducidas |
|
| 545 |
NM
NWI Management
New York
| USD 209 M | +USD 120 M | 1 | 14.76% | Aumentadas |
|
| 546 |
HMP
HS Management Partners
New York
| USD 208 M | -USD 37.9 M | 2 | 6% | Reducidas |
|
| 547 |
Shelton Capital Management
Denver,
Colorado
| USD 208 M | +USD 5.46 M | 12 | 11.84% | Aumentadas |
|
| 548 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 207 M | -USD 42.8 M | 7 | 8.08% | Reducidas |
|
| 549 |
Moody National Bank Trust Division
Galveston,
Texas
| USD 207 M | +USD 179 M | 8 | 5.25% | Aumentadas |
|
| 550 |
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| USD 206 M | -USD 2.95 M | 10 | 7.73% | Reducidas |
|