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 | |
|---|---|---|---|---|---|---|---|
| 551 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 94.3 M | -USD 1.41 M | 6 | 6.76% | Reducidas |
|
| 552 |
Tokio Marine Asset Management
Tokyo,
Japan
| USD 94 M | -USD 3.85 M | 9 | 6.81% | Reducidas |
|
| 553 |
PCM
Prime Capital Management
Hong Kong
| USD 93.8 M | +USD 96.6 M | 2 | 16.8% | Nuevas |
|
| 554 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 93.8 M | -USD 2.91 M | 4 | 1.83% | Reducidas |
|
| 555 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
| USD 93.3 M | +USD 67.5 M | 5 | 3.5% | Aumentadas |
|
| 556 |
ANI
American National Insurance
Galveston,
Texas
| USD 92.9 M | USD 0 | 6 | 5.66% | Mantenido |
|
| 557 |
DLPIC
Davide Leone & Partners Investment Company
London,
United Kingdom
| USD 92.7 M | +USD 89.2 M | 1 | 10.66% | Nuevas |
|
| 558 |
Coronation Asset Management
Cape Town,
South Africa
| USD 92.7 M | +USD 33 M | 3 | 4.76% | Aumentadas |
|
| 559 |
PEAK6 Group
Chicago,
Illinois
| USD 92.5 M | +USD 66.7 M | 8 | 0.71% | Aumentadas |
|
| 560 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 92.5 M | -USD 3.31 M | 4 | 3.33% | Reducidas |
|
| 561 |
TP
Theleme Partners
London,
United Kingdom
| USD 92.3 M | +USD 16.7 M | 1 | 6.13% | Aumentadas |
|
| 562 |
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
| USD 91.6 M | +USD 92.6 M | 1 | 3.2% | Nuevas |
|
| 563 |
Truist Financial
Charlotte,
North Carolina
| USD 91.3 M | +USD 6.91 M | 7 | 2.76% | Aumentadas |
|
| 564 |
VanEck Associates
New York
| USD 91.2 M | -USD 59.9 M | 2 | 0.48% | Reducidas |
|
| 565 |
AIM
Assured Investment Management
New York
| USD 91 M | +USD 18.3 M | 6 | 1.49% | Aumentadas |
|
| 566 |
Meag Munich Ergo
Munich,
Germany
| USD 91 M | -USD 20.2 M | 5 | 4.2% | Reducidas |
|
| 567 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 90.8 M | +USD 90.4 M | 8 | 6.66% | Nuevas |
|
| 568 |
TIAA CREF Trust
St Louis,
Missouri
| USD 90.7 M | +USD 2.83 M | 4 | 1.24% | Aumentadas |
|
| 569 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 89.6 M | -USD 198 k | 8 | 4.29% | Reducidas |
|
| 570 |
Kovitz Investment Group
Chicago,
Illinois
| USD 89.1 M | +USD 1.58 M | 3 | 4.57% | Aumentadas |
|
| 571 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 88.8 M | +USD 4.79 M | 7 | 5.57% | Aumentadas |
|
| 572 |
Barings
Charlotte,
North Carolina
| USD 88.7 M | +USD 10.9 M | 9 | 1.92% | Aumentadas |
|
| 573 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 88.6 M | +USD 25.5 M | 6 | 10.93% | Aumentadas |
|
| 574 |
D.A. Davidson & Co
Great Falls,
Montana
| USD 88.5 M | -USD 318 k | 14 | 3% | Reducidas |
|
| 575 |
Cannell & Co
New York
| USD 88.4 M | -USD 35.6 M | 5 | 2.76% | Reducidas |
|