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 |
Mondrian Investment Partners
London,
United Kingdom
| USD 118 M | -USD 31 M | 1 | 3.42% | Reducidas |
|
| 577 |
RWC Asset Management
London,
United Kingdom
| USD 118 M | -USD 23 M | 4 | 7.17% | Reducidas |
|
| 578 |
EverPoint Asset Management
Stamford,
Connecticut
| USD 117 M | -USD 193 M | 6 | 2.18% | Reducidas |
|
| 579 |
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 117 M | +USD 5.15 M | 1 | 9.03% | Aumentadas |
|
| 580 |
Highbridge Capital Management
New York
| USD 117 M | +USD 11 M | 9 | 2.08% | Aumentadas |
|
| 581 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 117 M | -USD 2.46 M | 9 | 7.81% | Reducidas |
|
| 582 |
TBC
Three Bays Capital
Boston,
Massachusetts
| USD 117 M | +USD 121 M | 2 | 5.36% | Nuevas |
|
| 583 |
SD
Sumway Development
Shanghai,
China
| USD 116 M | +USD 8.29 M | 2 | 52.7% | Aumentadas |
|
| 584 |
Chilton Investment Company
Stamford,
Connecticut
| USD 116 M | +USD 22.4 M | 4 | 4.71% | Aumentadas |
|
| 585 |
Empyrean Capital Partners
Los Angeles,
California
| USD 116 M | -USD 10.5 M | 1 | 4.35% | Reducidas |
|
| 586 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 116 M | +USD 9.9 M | 5 | 7.54% | Aumentadas |
|
| 587 |
JC
Joho Capital
New York
| USD 115 M | +USD 6.4 M | 1 | 23.15% | Aumentadas |
|
| 588 |
Tran Capital Management
San Rafael,
California
| USD 115 M | -USD 58.2 M | 1 | 7.04% | Reducidas |
|
| 589 |
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 115 M | +USD 38.2 M | 5 | 10.12% | Aumentadas |
|
| 590 |
PCM
Palestra Capital Management
New York
| USD 115 M | +USD 114 M | 2 | 6.47% | Nuevas |
|
| 591 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 114 M | -USD 10.7 M | 6 | 2.99% | Reducidas |
|
| 592 |
CC
Carbonado Capital
New York
| USD 114 M | +USD 33.7 M | 2 | 22.19% | Aumentadas |
|
| 593 |
Congress Asset Management
Boston,
Massachusetts
| USD 114 M | -USD 12.5 M | 6 | 2.39% | Reducidas |
|
| 594 |
Zweig-DiMenna Associates
New York
| USD 114 M | +USD 10.6 M | 7 | 8.18% | Aumentadas |
|
| 595 |
Driehaus Capital Management
Chicago,
Illinois
| USD 114 M | -USD 26.5 M | 5 | 4.03% | Reducidas |
|
| 596 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 114 M | -USD 18.1 M | 10 | 8.12% | Reducidas |
|
| 597 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 112 M | USD 0 | 8 | 14.52% | Mantenido |
|
| 598 |
Bridgeway Capital Management
Houston,
Texas
| USD 112 M | +USD 3.65 M | 8 | 1.46% | Aumentadas |
|
| 599 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 111 M | +USD 11.2 M | 4 | 6.62% | Aumentadas |
|
| 600 |
Cambridge Trust
Cambridge,
Massachusetts
| USD 111 M | +USD 6.05 M | 7 | 7.82% | Aumentadas |
|