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 |
MC
Maplelane Capital
New York
| USD 134 M | -USD 36.8 M | 5 | 7.04% | Reducidas |
|
| 552 |
BAMCO Inc
New York
| USD 133 M | +USD 9.4 M | 5 | 0.62% | Aumentadas |
|
| 553 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 133 M | +USD 4.75 M | 4 | 3.33% | Aumentadas |
|
| 554 |
MUFG Americas
New York
| USD 133 M | -USD 4.33 M | 12 | 4.78% | Reducidas |
|
| 555 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 131 M | USD 0 | 2 | 4.79% | Mantenido |
|
| 556 |
Bartlett & Co
Cincinnati,
Ohio
| USD 131 M | +USD 2.24 M | 9 | 6.78% | Aumentadas |
|
| 557 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 131 M | -USD 5.39 M | 6 | 13.66% | Reducidas |
|
| 558 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 131 M | +USD 26.1 M | 4 | 7.81% | Aumentadas |
|
| 559 |
Oppenheimer & Co
New York
| USD 130 M | +USD 15.4 M | 11 | 3.88% | Aumentadas |
|
| 560 |
Miller Howard Investments
Kingston,
New York
| USD 130 M | -USD 13.4 M | 1 | 2.34% | Reducidas |
|
| 561 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 129 M | -USD 12.1 M | 4 | 2.65% | Reducidas |
|
| 562 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 128 M | -USD 308 k | 6 | 3.44% | Reducidas |
|
| 563 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 127 M | -USD 1.64 M | 1 | 12.66% | Reducidas |
|
| 564 |
MICM
Matthews International Capital Management
San Francisco,
California
| USD 126 M | -USD 18 M | 1 | 5.63% | Reducidas |
|
| 565 |
Gotham Asset Management
New York
| USD 126 M | +USD 35.6 M | 8 | 1.36% | Aumentadas |
|
| 566 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
| USD 125 M | USD 0 | 1 | 16.37% | Mantenido |
|
| 567 |
Meyer Handelman Company
Rye Brook,
New York
| USD 125 M | +USD 6.18 M | 6 | 5.93% | Aumentadas |
|
| 568 |
Swiss Life Asset Management
Zurich,
| USD 125 M | +USD 2.07 M | 7 | 5.56% | Aumentadas |
|
| 569 |
Bridgewater Associates
Westport,
Connecticut
| USD 125 M | +USD 24.1 M | 7 | 1.62% | Aumentadas |
|
| 570 |
Advisors Asset Management
Monument,
Colorado
| USD 123 M | +USD 30.5 M | 12 | 1.95% | Aumentadas |
|
| 571 |
Brighton Jones LLC
Seattle,
Washington
| USD 123 M | +USD 44.5 k | 6 | 23.99% | Aumentadas |
|
| 572 |
Capital International Inc
Los Angeles,
California
| USD 120 M | +USD 26.6 M | 8 | 10.68% | Aumentadas |
|
| 573 |
O'Shaughnessy Asset Management
Stamford,
Connecticut
| USD 120 M | -USD 8.84 M | 3 | 2.97% | Reducidas |
|
| 574 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 120 M | +USD 77.9 M | 10 | 2.53% | Aumentadas |
|
| 575 |
Samlyn Capital
New York
| USD 120 M | +USD 17.1 M | 1 | 2.48% | Aumentadas |
|