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 |
Calvert Investment Management
Bethesda,
Maryland
| USD 135 M | +USD 6.46 M | 10 | 4.95% | Aumentadas |
|
| 552 |
Capital International Inc
Los Angeles,
California
| USD 134 M | +USD 10.9 M | 8 | 15.91% | Aumentadas |
|
| 553 |
Ashfield Capital Partners
San Francisco,
California
| USD 133 M | -USD 10.9 M | 9 | 11% | Reducidas |
|
| 554 |
Rathbones Group
Liverpool,
United Kingdom
| USD 133 M | +USD 7.89 M | 7 | 6.87% | Aumentadas |
|
| 555 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 132 M | -USD 1.92 M | 4 | 2.65% | Reducidas |
|
| 556 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 132 M | -USD 1.39 M | 10 | 8.77% | Reducidas |
|
| 557 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
| USD 132 M | -USD 19.7 M | 1 | 12.22% | Reducidas |
|
| 558 |
JC
Joho Capital
New York
| USD 132 M | +USD 7.04 M | 2 | 25.89% | Aumentadas |
|
| 559 |
Amalgamated Bank
New York
| USD 131 M | -USD 84.6 k | 11 | 7.6% | Reducidas |
|
| 560 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 131 M | -USD 20.2 M | 7 | 4.85% | Reducidas |
|
| 561 |
Whittier Trust
South Pasadena,
California
| USD 130 M | +USD 2.64 M | 12 | 5.67% | Aumentadas |
|
| 562 |
Argent Capital Management
St Louis,
Missouri
| USD 129 M | -USD 988 k | 4 | 5.54% | Reducidas |
|
| 563 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 129 M | -USD 2.64 M | 4 | 7.09% | Reducidas |
|
| 564 |
SAM
Scopus Asset Management
New York
| USD 128 M | -USD 7.14 M | 1 | 2.1% | Reducidas |
|
| 565 |
HCM
Highline Capital Management
New York
| USD 128 M | +USD 5.68 M | 1 | 4.35% | Aumentadas |
|
| 566 |
TIAA CREF Trust
St Louis,
Missouri
| USD 128 M | +USD 4.74 M | 7 | 1.07% | Aumentadas |
|
| 567 |
Tairen Capital
Hong Kong
| USD 128 M | -USD 33 M | 5 | 30.09% | Reducidas |
|
| 568 |
SCGE Management
Menlo Park,
California
| USD 127 M | +USD 26.5 M | 5 | 35.27% | Aumentadas |
|
| 569 |
Saturna Capital
Bellingham,
Washington
| USD 127 M | -USD 29.5 M | 6 | 4.13% | Reducidas |
|
| 570 |
SIM
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 126 M | +USD 3.54 M | 10 | 5.5% | Aumentadas |
|
| 571 |
Levin Capital Strategies
New York
| USD 126 M | -USD 5.55 M | 8 | 1.85% | Reducidas |
|
| 572 |
Lakewood Capital Management
New York
| USD 126 M | +USD 43 M | 2 | 2.84% | Aumentadas |
|
| 573 |
Perkins Investment Management
Chicago,
Illinois
| USD 125 M | -USD 316 k | 3 | 1.73% | Reducidas |
|
| 574 |
VM
Valinor Management
New York
| USD 125 M | -USD 36.6 M | 1 | 4.3% | Reducidas |
|
| 575 |
Starboard Value
New York
| USD 125 M | +USD 117 M | 1 | 3.39% | Nuevas |
|