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 |
Intermede Investment Partners
London,
United Kingdom
| USD 190 M | -USD 25.6 M | 3 | 16.32% | Reducidas |
|
| 552 |
Martin Currie
Edinburgh,
United Kingdom
| USD 190 M | -USD 3.46 M | 4 | 13.17% | Reducidas |
|
| 553 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 190 M | +USD 45.1 M | 12 | 4.49% | Aumentadas |
|
| 554 |
TT International
London,
United Kingdom
| USD 190 M | +USD 3.25 M | 4 | 8.24% | Aumentadas |
|
| 555 |
HLC
Hunt Lane Capital
New York
| USD 189 M | +USD 4.4 M | 3 | 18.72% | Aumentadas |
|
| 556 |
Zacks Investment Management
Chicago,
Illinois
| USD 186 M | -USD 16.6 M | 7 | 4.14% | Reducidas |
|
| 557 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 185 M | -USD 2.44 M | 5 | 3.38% | Reducidas |
|
| 558 |
Marshall Wace
London,
United Kingdom
| USD 185 M | -USD 21.6 M | 9 | 7.68% | Reducidas |
|
| 559 |
Daiwa Securities Group
Tokyo,
Japan
| USD 185 M | -USD 25.1 M | 13 | 1.48% | Reducidas |
|
| 560 |
Första AP-fonden
Stockholm,
Sweden
| USD 183 M | -USD 14.3 M | 5 | 6.35% | Reducidas |
|
| 561 |
NA
Neuburgh Advisers
Los Angeles,
California
| USD 183 M | -USD 1.29 M | 9 | 6.4% | Reducidas |
|
| 562 |
Driehaus Capital Management
Chicago,
Illinois
| USD 183 M | +USD 1.77 M | 7 | 6.46% | Aumentadas |
|
| 563 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 181 M | -USD 23 M | 7 | 6.44% | Reducidas |
|
| 564 |
SCGE Management
Menlo Park,
California
| USD 181 M | +USD 21 M | 3 | 21.02% | Aumentadas |
|
| 565 |
NF Trinity Capital
Central,
Hong Kong
| USD 181 M | -USD 10.8 M | 3 | 24.87% | Reducidas |
|
| 566 |
Quantitative Investment Management
Charlottesville,
Virginia
| USD 180 M | -USD 62 M | 7 | 3.13% | Reducidas |
|
| 567 |
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| USD 180 M | +USD 187 M | 10 | 7.43% | Nuevas |
|
| 568 |
Bartlett & Co
Cincinnati,
Ohio
| USD 180 M | -USD 4.31 M | 10 | 7.44% | Reducidas |
|
| 569 |
Cannell & Co
New York
| USD 180 M | -USD 9.9 M | 6 | 6.77% | Reducidas |
|
| 570 |
HBK Investments
Dallas,
Texas
| USD 178 M | +USD 145 M | 6 | 1.23% | Aumentadas |
|
| 571 |
TP
Tesuji Partners
Fort Lee,
New Jersey
| USD 176 M | USD 0 | 1 | 10.33% | Mantenido |
|
| 572 |
RIM
Redpoint Investment Management
Sydney, NSW,
Australia
| USD 176 M | +USD 1.28 M | 12 | 9.79% | Aumentadas |
|
| 573 |
PCM
Prime Capital Management
Hong Kong
| USD 176 M | +USD 132 M | 1 | 33.55% | Aumentadas |
|
| 574 |
American National Insurance
Galveston,
Texas
| USD 175 M | +USD 15.1 M | 7 | 8.93% | Aumentadas |
|
| 575 |
Natixis Investment Managers International
Paris,
France
| USD 174 M | +USD 80.7 M | 10 | 12.47% | Aumentadas |
|