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 |
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 161 M | +USD 48.9 M | 6 | 12.62% | Aumentadas |
|
| 552 |
Cannell & Co
New York
| USD 161 M | -USD 387 k | 7 | 5.56% | Reducidas |
|
| 553 |
Bartlett & Co
Cincinnati,
Ohio
| USD 161 M | -USD 5 M | 10 | 7.25% | Reducidas |
|
| 554 |
Weitz Investment Management
Omaha,
Nebraska
| USD 161 M | +USD 946 k | 5 | 6.93% | Aumentadas |
|
| 555 |
PFU
Parus Finance (UK)
London,
United Kingdom
| USD 160 M | +USD 1.21 M | 3 | 28.3% | Aumentadas |
|
| 556 |
AAM
Ardevora Asset Management
London,
United Kingdom
| USD 160 M | -USD 22 M | 5 | 5.03% | Reducidas |
|
| 557 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 159 M | +USD 25.6 M | 1 | 1.44% | Aumentadas |
|
| 558 |
NA
Newport Asia
San Francisco,
California
| USD 159 M | -USD 2.67 M | 1 | 26.14% | Reducidas |
|
| 559 |
Renaissance Group
Covington,
Kentucky
| USD 158 M | +USD 20.6 M | 6 | 5.82% | Aumentadas |
|
| 560 |
SCCM
Schafer Cullen Capital Management
New York
| USD 158 M | -USD 7.74 M | 2 | 1.96% | Reducidas |
|
| 561 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 158 M | -USD 24.8 M | 2 | 8.19% | Reducidas |
|
| 562 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 157 M | USD 0 | 2 | 4.87% | Mantenido |
|
| 563 |
MUFG Americas
New York
| USD 155 M | -USD 5.77 M | 11 | 4.97% | Reducidas |
|
| 564 |
MIS
Morningstar Investment Services
Chicago,
Illinois
| USD 155 M | +USD 15.2 M | 5 | 3.58% | Aumentadas |
|
| 565 |
Laurion Capital Management
New York
| USD 154 M | +USD 94.7 M | 10 | 0.85% | Aumentadas |
|
| 566 |
Lakewood Capital Management
New York
| USD 154 M | +USD 1.87 M | 1 | 6.08% | Aumentadas |
|
| 567 |
Whittier Trust
South Pasadena,
California
| USD 154 M | +USD 1.46 M | 13 | 5.95% | Aumentadas |
|
| 568 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
| USD 153 M | -USD 3.92 M | 1 | 9.26% | Reducidas |
|
| 569 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 153 M | +USD 43.6 M | 13 | 2.25% | Aumentadas |
|
| 570 |
Daiwa Securities Group
Tokyo,
Japan
| USD 152 M | -USD 25.8 M | 13 | 0.98% | Reducidas |
|
| 571 |
Andra AP-fonden
Goteborg,
Sweden
| USD 152 M | -USD 6.14 M | 12 | 3.76% | Reducidas |
|
| 572 |
Graticule Asia Macro Advisors
New York
| USD 151 M | +USD 50.7 M | 2 | 7.16% | Aumentadas |
|
| 573 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 150 M | -USD 1.34 M | 5 | 2.88% | Reducidas |
|
| 574 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 150 M | +USD 12 M | 6 | 1.82% | Aumentadas |
|
| 575 |
Capital International Sarl
Los Angeles,
California
| USD 150 M | -USD 16.4 M | 7 | 12.98% | Reducidas |
|