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 |
ACP
Arrowgrass Capital Partners
London,
United Kingdom
| USD 127 M | -USD 57.1 M | 2 | 28.21% | Reducidas |
|
| 577 |
Nomura Holdings
Tokyo,
Japan
| USD 127 M | -USD 229 M | 13 | 0.33% | Reducidas |
|
| 578 |
SCM
Stevens Capital Management
Radnor,
Pennsylvania
| USD 127 M | +USD 44.7 M | 10 | 4.81% | Aumentadas |
|
| 579 |
Capital Fund Management (CFM)
Paris,
France
| USD 127 M | -USD 177 M | 4 | 1.06% | Reducidas |
|
| 580 |
Soros Fund Management
New York
| USD 126 M | +USD 57.1 M | 8 | 2.55% | Aumentadas |
|
| 581 |
Castleark Management
Chicago,
Illinois
| USD 126 M | -USD 11.3 M | 5 | 3.95% | Reducidas |
|
| 582 |
TCTC Holdings
Dallas,
Texas
| USD 126 M | -USD 295 k | 6 | 7.73% | Reducidas |
|
| 583 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 126 M | +USD 27.8 M | 7 | 1.69% | Aumentadas |
|
| 584 |
MIS
Morningstar Investment Services
Chicago,
Illinois
| USD 126 M | +USD 21.4 M | 5 | 3.18% | Aumentadas |
|
| 585 |
PCM
Palestra Capital Management
New York
| USD 126 M | +USD 2.85 M | 2 | 9.53% | Aumentadas |
|
| 586 |
Bridgeway Capital Management
Houston,
Texas
| USD 126 M | +USD 3.38 M | 10 | 1.52% | Aumentadas |
|
| 587 |
Starboard Value
New York
| USD 126 M | +USD 26.7 M | 1 | 3.85% | Aumentadas |
|
| 588 |
PFC
Poplar Forest Capital
Pasadena,
California
| USD 126 M | -USD 481 k | 4 | 10.33% | Reducidas |
|
| 589 |
NF Trinity Capital
Central,
Hong Kong
| USD 125 M | USD 0 | 2 | 16.97% | Mantenido |
|
| 590 |
NA
Newport Asia
San Francisco,
California
| USD 125 M | -USD 40.7 k | 1 | 24.48% | Reducidas |
|
| 591 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 124 M | USD 0 | 8 | 14.99% | Mantenido |
|
| 592 |
SH
SeaTown Holdings
Singapore
| USD 124 M | +USD 3.9 M | 4 | 16.62% | Aumentadas |
|
| 593 |
Country Trust Bank
Bloomington,
Illinois
| USD 124 M | -USD 67.7 M | 5 | 6.17% | Reducidas |
|
| 594 |
Junto Capital Management
New York
| USD 124 M | +USD 45.1 M | 3 | 11.71% | Aumentadas |
|
| 595 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 123 M | -USD 2.5 M | 9 | 7.88% | Reducidas |
|
| 596 |
Martin Currie
Edinburgh,
United Kingdom
| USD 123 M | +USD 16.8 M | 5 | 10.15% | Aumentadas |
|
| 597 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 122 M | -USD 95.5 k | 6 | 3.04% | Reducidas |
|
| 598 |
Barings
Charlotte,
North Carolina
| USD 122 M | +USD 15.6 M | 11 | 2.45% | Aumentadas |
|
| 599 |
Confluence Investment Management
St. Louis,
Missouri
| USD 121 M | +USD 4.74 M | 3 | 2.7% | Aumentadas |
|
| 600 |
River Road Asset Management
Louisville,
Kentucky
| USD 121 M | -USD 21.7 M | 2 | 2.28% | Reducidas |
|