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 |
NM
Nokota Management
New York
| USD 189 M | +USD 131 M | 3 | 6.09% | Aumentadas |
|
| 527 |
RIM
Redpoint Investment Management
Sydney, NSW,
Australia
| USD 189 M | +USD 8.98 M | 12 | 11.03% | Aumentadas |
|
| 528 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| USD 189 M | -USD 4.61 M | 5 | 29.94% | Reducidas |
|
| 529 |
Stockbridge Partners
Boston,
Massachusetts
| USD 188 M | +USD 51.7 M | 1 | 8.49% | Aumentadas |
|
| 530 |
British Airways Pensions Investment Management
London,
United Kingdom
| USD 187 M | +USD 4.11 M | 6 | 8.03% | Aumentadas |
|
| 531 |
RA
Rovida Advisors
Fort Lauderdale,
Florida
| USD 185 M | +USD 33 M | 2 | 15.33% | Aumentadas |
|
| 532 |
GAM Holding
Zurich,
Switzerland
| USD 182 M | -USD 7.09 M | 13 | 9.22% | Reducidas |
|
| 533 |
DCP
Darsana Capital Partners
New York
| USD 181 M | -USD 26.8 M | 1 | 7.58% | Reducidas |
|
| 534 |
Harvard Management Company
Boston,
Massachusetts
| USD 180 M | +USD 45.7 M | 2 | 37.84% | Aumentadas |
|
| 535 |
SC
SRB Corp
Boston,
Massachusetts
| USD 179 M | +USD 286 k | 3 | 19% | Aumentadas |
|
| 536 |
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| USD 179 M | -USD 766 k | 10 | 7.61% | Reducidas |
|
| 537 |
Bartlett & Co
Cincinnati,
Ohio
| USD 179 M | -USD 766 k | 10 | 7.62% | Reducidas |
|
| 538 |
Castleark Management
Chicago,
Illinois
| USD 179 M | +USD 15.5 M | 5 | 7.61% | Aumentadas |
|
| 539 |
Douglass Winthrop Advisors
New York
| USD 178 M | +USD 4.99 M | 7 | 8.86% | Aumentadas |
|
| 540 |
Brighton Jones LLC
Seattle,
Washington
| USD 178 M | +USD 4.62 M | 8 | 25.69% | Aumentadas |
|
| 541 |
Credit Agricole
Montrouge Cedex,
France
| USD 177 M | +USD 28.6 M | 9 | 10.05% | Aumentadas |
|
| 542 |
American National Insurance
Galveston,
Texas
| USD 177 M | +USD 1.07 M | 7 | 10.35% | Aumentadas |
|
| 543 |
Moody National Bank Trust Division
Galveston,
Texas
| USD 177 M | +USD 3.84 M | 11 | 5.03% | Aumentadas |
|
| 544 |
Fairpointe Capital
Chicago,
Illinois
| USD 176 M | -USD 30.5 M | 4 | 6.06% | Reducidas |
|
| 545 |
Honeywell International
Charlotte,
North Carolina
| USD 176 M | +USD 14.4 M | 4 | 11.62% | Aumentadas |
|
| 546 |
Avalon Investment & Advisory
Houston,
Texas
| USD 174 M | +USD 36.9 M | 9 | 4.49% | Aumentadas |
|
| 547 |
Cannell & Co
New York
| USD 173 M | -USD 10.9 M | 7 | 7.59% | Reducidas |
|
| 548 |
Montag & Caldwell
Atlanta,
Georgia
| USD 173 M | -USD 33.5 M | 4 | 9.45% | Reducidas |
|
| 549 |
PCM
Prime Capital Management
Hong Kong
| USD 173 M | +USD 41.6 M | 1 | 47.59% | Aumentadas |
|
| 550 |
Daiwa Securities Group
Tokyo,
Japan
| USD 172 M | -USD 12.4 M | 12 | 1.65% | Reducidas |
|