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 |
Cryder Capital Partners
London,
United Kingdom
| USD 205 M | +USD 86.5 M | 3 | 26.34% | Aumentadas |
|
| 552 |
AAM
Ardevora Asset Management
London,
United Kingdom
| USD 205 M | +USD 11 M | 6 | 5.7% | Aumentadas |
|
| 553 |
Veritas Investment Management
London,
United Kingdom
| USD 204 M | -USD 2.62 M | 5 | 17.95% | Reducidas |
|
| 554 |
Harvest Fund Management
Beijing,
China
| USD 204 M | -USD 15 M | 9 | 26.06% | Reducidas |
|
| 555 |
UMB Bank
Kansas City,
Missouri
| USD 202 M | +USD 6.85 M | 7 | 4.85% | Aumentadas |
|
| 556 |
Montag & Caldwell
Atlanta,
Georgia
| USD 202 M | -USD 3.57 M | 4 | 10.39% | Reducidas |
|
| 557 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 202 M | +USD 122 M | 3 | 5.55% | Aumentadas |
|
| 558 |
QS Investors
New York
| USD 201 M | +USD 7.5 M | 15 | 2.19% | Aumentadas |
|
| 559 |
MML Investors Services
Springfield,
Massachusetts
| USD 200 M | -USD 32.4 M | 15 | 3.22% | Reducidas |
|
| 560 |
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 199 M | +USD 34.4 M | 4 | 20.14% | Aumentadas |
|
| 561 |
Athanor Capital
New York
| USD 198 M | +USD 84.7 M | 9 | 12.75% | Aumentadas |
|
| 562 |
Crossmark Global Holdings
Houston,
Texas
| USD 198 M | -USD 43.6 M | 14 | 5.78% | Reducidas |
|
| 563 |
Driehaus Capital Management
Chicago,
Illinois
| USD 197 M | +USD 9.32 M | 10 | 6.41% | Aumentadas |
|
| 564 |
Pinnacle Associates
New York
| USD 195 M | +USD 13.2 M | 13 | 4.6% | Aumentadas |
|
| 565 |
Taikang Asset Management (HK)
Hong Kong
| USD 195 M | +USD 56.1 M | 5 | 21.09% | Aumentadas |
|
| 566 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 195 M | +USD 49.8 M | 2 | 3.6% | Aumentadas |
|
| 567 |
Newbrook Capital Advisors
New York
| USD 195 M | +USD 36.7 M | 3 | 15.17% | Aumentadas |
|
| 568 |
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 193 M | -USD 724 k | 11 | 12.62% | Reducidas |
|
| 569 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 192 M | +USD 30.4 M | 5 | 4.69% | Aumentadas |
|
| 570 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 190 M | +USD 2.94 M | 7 | 0.99% | Aumentadas |
|
| 571 |
Luxor Capital Group
New York
| USD 190 M | -USD 33.5 M | 3 | 5.03% | Reducidas |
|
| 572 |
Kovitz Investment Group Partners
Chicago,
Illinois
| USD 189 M | +USD 528 k | 9 | 6.03% | Aumentadas |
|
| 573 |
NA
Neuburgh Advisers
Los Angeles,
California
| USD 189 M | +USD 4.11 M | 10 | 5.89% | Aumentadas |
|
| 574 |
Cederberg Capital
London,
United Kingdom
| USD 187 M | +USD 34.3 M | 1 | 37.52% | Aumentadas |
|
| 575 |
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
| USD 185 M | +USD 186 M | 8 | 3.34% | Nuevas |
|