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 |
Andra AP-fonden
Goteborg,
Sweden
| USD 167 M | -USD 12.1 M | 12 | 3.8% | Reducidas |
|
| 577 |
SIM
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 167 M | +USD 5.97 M | 9 | 9.11% | Aumentadas |
|
| 578 |
HLC
Hunt Lane Capital
New York
| USD 167 M | +USD 40.1 M | 3 | 20.71% | Aumentadas |
|
| 579 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 167 M | -USD 2.2 M | 6 | 13.78% | Reducidas |
|
| 580 |
Darrell & King
Charlottesville,
Virginia
| USD 166 M | +USD 30.2 M | 6 | 22.88% | Aumentadas |
|
| 581 |
UIA
UG Investment Advisers
Taipei,
Taiwan
| USD 166 M | USD 0 | 1 | 87.72% | Mantenido |
|
| 582 |
Tremblant Capital Group
West Palm Beach,
Florida
| USD 165 M | +USD 20.9 M | 2 | 7.99% | Aumentadas |
|
| 583 |
Wedge Capital Management
Charlotte,
North Carolina
| USD 165 M | +USD 13.4 M | 7 | 1.48% | Aumentadas |
|
| 584 |
Driehaus Capital Management
Chicago,
Illinois
| USD 164 M | -USD 19.5 M | 8 | 6.22% | Reducidas |
|
| 585 |
RIM
Redpoint Investment Management
Sydney, NSW,
Australia
| USD 164 M | +USD 160 M | 12 | 9.05% | Nuevas |
|
| 586 |
AA
Ancient Art
Austin,
Texas
| USD 164 M | USD 0 | 1 | 31.74% | Mantenido |
|
| 587 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 162 M | +USD 7.46 M | 11 | 10.14% | Aumentadas |
|
| 588 |
CAM
Contour Asset Management
New York
| USD 161 M | +USD 48 M | 4 | 8.95% | Aumentadas |
|
| 589 |
Saturna Capital
Bellingham,
Washington
| USD 161 M | +USD 732 k | 6 | 4.93% | Aumentadas |
|
| 590 |
RWC Asset Management
London,
United Kingdom
| USD 160 M | +USD 10.6 M | 4 | 8.2% | Aumentadas |
|
| 591 |
SCCM
Schafer Cullen Capital Management
New York
| USD 159 M | -USD 27.8 M | 2 | 1.85% | Reducidas |
|
| 592 |
Confluence Investment Management
St. Louis,
Missouri
| USD 157 M | -USD 3.12 M | 3 | 2.86% | Reducidas |
|
| 593 |
HP
Hound Partners
New York
| USD 157 M | +USD 1.05 M | 1 | 4.3% | Aumentadas |
|
| 594 |
Nine Masts Capital
Central,
Hong Kong
| USD 157 M | -USD 17.9 M | 2 | 20.88% | Reducidas |
|
| 595 |
Trinity Street Asset Management
London,
United Kingdom
| USD 157 M | +USD 14.6 M | 3 | 20.52% | Aumentadas |
|
| 596 |
Daiwa Securities Group
Tokyo,
Japan
| USD 157 M | -USD 18.9 M | 13 | 1.11% | Reducidas |
|
| 597 |
ANI
American National Insurance
Galveston,
Texas
| USD 152 M | USD 0 | 7 | 7.65% | Mantenido |
|
| 598 |
TT International
London,
United Kingdom
| USD 151 M | -USD 5.21 M | 4 | 21.89% | Reducidas |
|
| 599 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 151 M | +USD 3.43 M | 3 | 1.75% | Aumentadas |
|
| 600 |
Light Street Capital Management
Palo Alto,
California
| USD 151 M | +USD 29.2 M | 3 | 16.29% | Aumentadas |
|