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 | |
|---|---|---|---|---|---|---|---|
| 576 |
Sachem Head Capital Management
New York
| USD 125 M | USD 0 | 1 | 6.15% | Mantenido |
|
| 577 |
Empyrean Capital Partners
Los Angeles,
California
| USD 124 M | +USD 92.5 M | 2 | 6.24% | Aumentadas |
|
| 578 |
Weitz Investment Management
Omaha,
Nebraska
| USD 124 M | +USD 24.4 M | 4 | 4.67% | Aumentadas |
|
| 579 |
Thompson Siegel & Walmsley
Richmond,
Virginia
| USD 123 M | -USD 32 M | 11 | 1.92% | Reducidas |
|
| 580 |
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 123 M | +USD 4.31 M | 11 | 4.36% | Aumentadas |
|
| 581 |
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 122 M | +USD 7.4 M | 5 | 10.05% | Aumentadas |
|
| 582 |
River Road Asset Management
Louisville,
Kentucky
| USD 122 M | -USD 22.6 M | 1 | 2.52% | Reducidas |
|
| 583 |
ANI
American National Insurance
Galveston,
Texas
| USD 122 M | USD 0 | 8 | 7.09% | Mantenido |
|
| 584 |
DC
Deere & Company
Moline,
Illinois
| USD 122 M | -USD 4.66 M | 9 | 6.47% | Reducidas |
|
| 585 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 122 M | -USD 18.1 M | 7 | 3.03% | Reducidas |
|
| 586 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 121 M | +USD 5.36 M | 13 | 1.5% | Aumentadas |
|
| 587 |
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 121 M | +USD 5.17 M | 11 | 17.98% | Aumentadas |
|
| 588 |
Baring Asset Management
London,
United Kingdom
| USD 121 M | -USD 1.64 M | 3 | 8.67% | Reducidas |
|
| 589 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 120 M | -USD 13.1 M | 4 | 2.14% | Reducidas |
|
| 590 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 120 M | -USD 105 k | 7 | 3.85% | Reducidas |
|
| 591 |
BTP
Bloom Tree Partners
New York
| USD 120 M | -USD 32.4 M | 2 | 9.3% | Reducidas |
|
| 592 |
CCM
Conatus Capital Management
Greenwich,
Connecticut
| USD 120 M | -USD 6.01 M | 2 | 7.82% | Reducidas |
|
| 593 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 120 M | -USD 1.89 M | 6 | 3.16% | Reducidas |
|
| 594 |
UBS O'Connor
Chicago,
Illinois
| USD 118 M | -USD 289 k | 7 | 1.75% | Reducidas |
|
| 595 |
Light Street Capital Management
Palo Alto,
California
| USD 118 M | +USD 48.3 M | 2 | 11.85% | Aumentadas |
|
| 596 |
Baupost Group
Boston,
Massachusetts
| USD 118 M | -USD 45.6 M | 1 | 1.67% | Reducidas |
|
| 597 |
Congress Asset Management
Boston,
Massachusetts
| USD 117 M | -USD 3.78 M | 6 | 2.59% | Reducidas |
|
| 598 |
KCM
Kingdon Capital Management
New York
| USD 117 M | +USD 46.2 M | 2 | 5.37% | Aumentadas |
|
| 599 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 117 M | -USD 635 k | 9 | 7.89% | Reducidas |
|
| 600 |
CS McKee
Pittsburgh,
Pennsylvania
| USD 116 M | -USD 39.4 M | 4 | 7.37% | Reducidas |
|