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 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 192 M | -USD 77.9 M | 2 | 6.2% | Reducidas |
|
| 577 |
Veritas Investment Management
London,
United Kingdom
| USD 191 M | -USD 7.39 M | 5 | 20.12% | Reducidas |
|
| 578 |
Junto Capital Management
New York
| USD 190 M | +USD 7.25 M | 4 | 10.93% | Aumentadas |
|
| 579 |
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| USD 190 M | -USD 32.2 M | 3 | 3.63% | Reducidas |
|
| 580 |
Driehaus Capital Management
Chicago,
Illinois
| USD 189 M | -USD 16.6 M | 10 | 5.82% | Reducidas |
|
| 581 |
NF Trinity Capital
Central,
Hong Kong
| USD 189 M | +USD 27.3 M | 3 | 24.93% | Aumentadas |
|
| 582 |
NA
Newport Asia
San Francisco,
California
| USD 188 M | +USD 6.46 M | 1 | 45.25% | Aumentadas |
|
| 583 |
Stockbridge Partners
Boston,
Massachusetts
| USD 188 M | -USD 3.3 M | 1 | 7.46% | Reducidas |
|
| 584 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 187 M | +USD 44.6 M | 7 | 13.15% | Aumentadas |
|
| 585 |
Ceredex Value Advisors
Orlando,
Florida
| USD 187 M | -USD 106 M | 2 | 2.1% | Reducidas |
|
| 586 |
Argent Capital Management
St Louis,
Missouri
| USD 185 M | +USD 1.49 M | 5 | 6.33% | Aumentadas |
|
| 587 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 184 M | -USD 26.7 M | 5 | 7.73% | Reducidas |
|
| 588 |
Martin Currie
Edinburgh,
United Kingdom
| USD 184 M | -USD 866 k | 4 | 12.78% | Reducidas |
|
| 589 |
MML Investors Services
Springfield,
Massachusetts
| USD 183 M | +USD 48.7 M | 17 | 3.09% | Aumentadas |
|
| 590 |
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 182 M | +USD 5.89 M | 6 | 8.35% | Aumentadas |
|
| 591 |
Credit Agricole
Montrouge Cedex,
France
| USD 181 M | +USD 20.9 M | 9 | 8.68% | Aumentadas |
|
| 592 |
Taikang Asset Management (HK)
Hong Kong
| USD 181 M | +USD 34.6 M | 5 | 22.16% | Aumentadas |
|
| 593 |
BTP
Bloom Tree Partners
New York
| USD 180 M | -USD 41.8 M | 3 | 15.81% | Reducidas |
|
| 594 |
Första AP-fonden
Stockholm,
Sweden
| USD 179 M | -USD 10.1 M | 3 | 7.18% | Reducidas |
|
| 595 |
Saturna Capital
Bellingham,
Washington
| USD 179 M | -USD 238 k | 6 | 5.21% | Reducidas |
|
| 596 |
HAM
Honeycomb Asset Management
New York
| USD 178 M | +USD 34.9 M | 4 | 17.43% | Aumentadas |
|
| 597 |
OC
Oakmont Corp
Los Angeles,
California
| USD 178 M | USD 0 | 2 | 23.19% | Mantenido |
|
| 598 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 178 M | -USD 491 k | 10 | 9.26% | Reducidas |
|
| 599 |
UMB Bank
Kansas City,
Missouri
| USD 178 M | +USD 3.69 M | 7 | 5.28% | Aumentadas |
|
| 600 |
Walleye Trading
New York
| USD 176 M | +USD 37.7 M | 20 | 0.93% | Aumentadas |
|