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 198 M | +USD 5.36 M | 3 | 15.69% | Aumentadas |
|
| 552 |
Martin Currie
Edinburgh,
United Kingdom
| USD 198 M | +USD 3.72 M | 4 | 13.85% | Aumentadas |
|
| 553 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 198 M | +USD 27.6 M | 11 | 8.96% | Aumentadas |
|
| 554 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 198 M | +USD 1.8 M | 7 | 6.92% | Aumentadas |
|
| 555 |
Daiwa Securities Group
Tokyo,
Japan
| USD 197 M | +USD 18.2 M | 13 | 1.55% | Aumentadas |
|
| 556 |
Great Lakes Advisors
Chicago,
Illinois
| USD 196 M | -USD 24.4 M | 9 | 4.59% | Reducidas |
|
| 557 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| USD 195 M | -USD 21.9 M | 8 | 6.78% | Reducidas |
|
| 558 |
QS Investors
New York
| USD 194 M | -USD 14.8 M | 16 | 1.92% | Reducidas |
|
| 559 |
FTCM
Fir Tree Capital Management
New York
| USD 194 M | -USD 29.6 M | 2 | 8.65% | Reducidas |
|
| 560 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 194 M | +USD 25.8 M | 4 | 7.56% | Aumentadas |
|
| 561 |
CAM
Contour Asset Management
New York
| USD 193 M | +USD 34.8 M | 3 | 7.97% | Aumentadas |
|
| 562 |
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| USD 193 M | -USD 1.47 M | 3 | 3.46% | Reducidas |
|
| 563 |
Cannell & Co
New York
| USD 193 M | -USD 589 k | 7 | 7.21% | Reducidas |
|
| 564 |
Brighton Jones LLC
Seattle,
Washington
| USD 193 M | -USD 843 k | 8 | 24.81% | Reducidas |
|
| 565 |
Castleark Management
Chicago,
Illinois
| USD 193 M | -USD 20.4 M | 10 | 5.93% | Reducidas |
|
| 566 |
TP
Tesuji Partners
Fort Lee,
New Jersey
| USD 193 M | USD 0 | 1 | 10.75% | Mantenido |
|
| 567 |
RIM
Redpoint Investment Management
Sydney, NSW,
Australia
| USD 192 M | +USD 1.4 M | 12 | 10.42% | Aumentadas |
|
| 568 |
ANI
American National Insurance
Galveston,
Texas
| USD 191 M | USD 0 | 7 | 9.46% | Mantenido |
|
| 569 |
Broad Run Investment Management
Arlington,
Virginia
| USD 191 M | -USD 49.9 M | 2 | 6.49% | Reducidas |
|
| 570 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 190 M | -USD 8.11 M | 5 | 8.6% | Reducidas |
|
| 571 |
Dragoneer Investment Group
San Francisco,
California
| USD 189 M | -USD 10.8 M | 2 | 16.56% | Reducidas |
|
| 572 |
NA
Neuburgh Advisers
Los Angeles,
California
| USD 187 M | -USD 9.6 M | 9 | 6.24% | Reducidas |
|
| 573 |
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| USD 187 M | -USD 3.2 M | 10 | 7.59% | Reducidas |
|
| 574 |
Bartlett & Co
Cincinnati,
Ohio
| USD 187 M | -USD 3.2 M | 10 | 7.59% | Reducidas |
|
| 575 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 186 M | -USD 4.52 M | 6 | 14.79% | Reducidas |
|