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 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 359 M | -USD 11.3 M | 16 | 10.2% | Reducidas |
|
| 527 |
Wafra Inc
New York
| USD 355 M | +USD 47.6 M | 5 | 15.84% | Aumentadas |
|
| 528 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 354 M | +USD 22.3 M | 5 | 6.2% | Aumentadas |
|
| 529 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 354 M | -USD 17.8 M | 9 | 6% | Reducidas |
|
| 530 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 353 M | +USD 16 M | 7 | 26.74% | Aumentadas |
|
| 531 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 352 M | +USD 132 M | 10 | 4.13% | Aumentadas |
|
| 532 |
JC
Joho Capital
New York
| USD 352 M | +USD 13.6 M | 4 | 60.01% | Aumentadas |
|
| 533 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
| USD 350 M | +USD 13.6 M | 9 | 8.8% | Aumentadas |
|
| 534 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 350 M | -USD 1.17 M | 9 | 5.83% | Reducidas |
|
| 535 |
Steward Partners Investment Advisory
New York
| USD 348 M | +USD 2.4 M | 27 | 7.54% | Aumentadas |
|
| 536 |
SQN Investors
Menlo Park,
California
| USD 347 M | +USD 18.5 M | 2 | 18.58% | Aumentadas |
|
| 537 |
Holocene Advisors
New York
| USD 346 M | -USD 358 M | 11 | 2.18% | Reducidas |
|
| 538 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 345 M | -USD 6.45 M | 2 | 7.79% | Reducidas |
|
| 539 |
Kovitz Investment Group Partners
Chicago,
Illinois
| USD 344 M | +USD 2.69 M | 10 | 8.38% | Aumentadas |
|
| 540 |
Cannell & Co
New York
| USD 341 M | +USD 9.26 M | 7 | 11.31% | Aumentadas |
|
| 541 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 340 M | -USD 11.5 M | 7 | 15.12% | Reducidas |
|
| 542 |
Origin Asset Management
London,
United Kingdom
| USD 338 M | +USD 31.9 M | 4 | 32.04% | Aumentadas |
|
| 543 |
Shelton Capital Management
Denver,
Colorado
| USD 335 M | -USD 20.7 M | 10 | 15.06% | Reducidas |
|
| 544 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 334 M | -USD 4.51 M | 4 | 15.12% | Reducidas |
|
| 545 |
Moody National Bank Trust Division
Galveston,
Texas
| USD 333 M | -USD 233 k | 7 | 8.53% | Reducidas |
|
| 546 |
Zacks Investment Management
Chicago,
Illinois
| USD 332 M | -USD 1.66 M | 5 | 6.13% | Reducidas |
|
| 547 |
Weiss Multi-Strategy Advisers
New York
| USD 332 M | +USD 188 M | 13 | 6.41% | Aumentadas |
|
| 548 |
Westwood Holdings Group
Dallas,
Texas
| USD 331 M | -USD 29.2 M | 7 | 3.81% | Reducidas |
|
| 549 |
Suvretta Capital Management
New York
| USD 329 M | -USD 156 M | 1 | 4.7% | Reducidas |
|
| 550 |
Profund Advisors
Bethesda,
Maryland
| USD 328 M | -USD 12.1 M | 13 | 14.32% | Reducidas |
|