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 126 M | -USD 6.32 M | 4 | 5.22% | Reducidas |
|
| 552 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 126 M | +USD 54.1 M | 6 | 5.46% | Aumentadas |
|
| 553 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 125 M | -USD 13.2 M | 3 | 7.68% | Reducidas |
|
| 554 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
| USD 125 M | -USD 7.71 M | 10 | 1.82% | Reducidas |
|
| 555 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 123 M | +USD 70.6 M | 2 | 7.34% | Aumentadas |
|
| 556 |
Foresters Investment Management
New York
| USD 122 M | +USD 177 k | 4 | 2.48% | Aumentadas |
|
| 557 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 122 M | -USD 4.05 M | 6 | 12.81% | Reducidas |
|
| 558 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 121 M | +USD 11.5 M | 12 | 2.57% | Aumentadas |
|
| 559 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 120 M | -USD 2.72 M | 5 | 2.51% | Reducidas |
|
| 560 |
Thompson Siegel & Walmsley
Richmond,
Virginia
| USD 119 M | +USD 14.1 M | 11 | 1.94% | Aumentadas |
|
| 561 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 119 M | +USD 5.82 M | 7 | 5.07% | Aumentadas |
|
| 562 |
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 119 M | +USD 54.2 M | 4 | 31.16% | Aumentadas |
|
| 563 |
Nomura Holdings
Tokyo,
Japan
| USD 119 M | -USD 69.9 M | 13 | 0.4% | Reducidas |
|
| 564 |
Levin Capital Strategies
New York
| USD 119 M | -USD 22.8 M | 8 | 2.15% | Reducidas |
|
| 565 |
Capital International Sarl
Los Angeles,
California
| USD 118 M | +USD 1.81 M | 8 | 10.01% | Aumentadas |
|
| 566 |
Baupost Group
Boston,
Massachusetts
| USD 118 M | +USD 112 M | 1 | 1.7% | Nuevas |
|
| 567 |
D.A. Davidson & Co
Great Falls,
Montana
| USD 117 M | -USD 739 k | 15 | 3.66% | Reducidas |
|
| 568 |
PFC
Poplar Forest Capital
Pasadena,
California
| USD 117 M | +USD 22.4 M | 4 | 10.19% | Aumentadas |
|
| 569 |
Ladenburg Thalmann Financial Services
Miami,
Florida
| USD 117 M | +USD 6.78 M | 17 | 2.05% | Aumentadas |
|
| 570 |
RWC Asset Management
London,
United Kingdom
| USD 116 M | -USD 20.7 M | 5 | 8.39% | Reducidas |
|
| 571 |
Newbrook Capital Advisors
New York
| USD 116 M | -USD 42.3 M | 2 | 15.59% | Reducidas |
|
| 572 |
Smith Group Asset Management
Dallas,
Texas
| USD 116 M | -USD 44.1 M | 4 | 3.46% | Reducidas |
|
| 573 |
TDAM USA
Toronto,
Ontario, Canada
| USD 116 M | -USD 817 k | 7 | 5.64% | Reducidas |
|
| 574 |
Whittier Trust
South Pasadena,
California
| USD 115 M | +USD 9.02 M | 12 | 5.11% | Aumentadas |
|
| 575 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 115 M | +USD 233 k | 8 | 7.83% | Aumentadas |
|