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 |
UMB Bank
Kansas City,
Missouri
| USD 187 M | +USD 8.56 M | 7 | 5.7% | Aumentadas |
|
| 577 |
QS Investors
New York
| USD 185 M | +USD 9.03 M | 17 | 2.03% | Aumentadas |
|
| 578 |
International Value Advisers
| USD 184 M | -USD 153 M | 3 | 6.8% | Reducidas |
|
| 579 |
Personal Capital Advisors
Redwood City,
California
| USD 184 M | +USD 9.32 M | 7 | 2.06% | Aumentadas |
|
| 580 |
Capital Fund Management (CFM)
Paris,
France
| USD 182 M | +USD 116 M | 11 | 1.63% | Aumentadas |
|
| 581 |
Montag & Caldwell
Atlanta,
Georgia
| USD 182 M | -USD 14.9 M | 4 | 9.5% | Reducidas |
|
| 582 |
TRG Investments
Richmond,
Virginia
| USD 182 M | USD 0 | 1 | 37.84% | Mantenido |
|
| 583 |
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 181 M | -USD 5.81 M | 12 | 12.55% | Reducidas |
|
| 584 |
JC
Joho Capital
New York
| USD 181 M | +USD 31.1 M | 2 | 30.49% | Aumentadas |
|
| 585 |
Veritas Investment Management
London,
United Kingdom
| USD 181 M | +USD 5.44 M | 5 | 17.66% | Aumentadas |
|
| 586 |
Poplar Forest Capital
Pasadena,
California
| USD 180 M | +USD 30.8 M | 5 | 12.15% | Aumentadas |
|
| 587 |
NA
Neuburgh Advisers
Los Angeles,
California
| USD 180 M | -USD 3.39 M | 10 | 6.13% | Reducidas |
|
| 588 |
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| USD 178 M | +USD 5.29 M | 13 | 1.71% | Aumentadas |
|
| 589 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 177 M | -USD 7.77 M | 6 | 13.48% | Reducidas |
|
| 590 |
Kovitz Investment Group Partners
Chicago,
Illinois
| USD 177 M | +USD 18.7 M | 9 | 5.59% | Aumentadas |
|
| 591 |
Tairen Capital
Hong Kong
| USD 176 M | +USD 60.7 M | 6 | 19.7% | Aumentadas |
|
| 592 |
Argent Capital Management
St Louis,
Missouri
| USD 176 M | -USD 1.94 M | 4 | 6.43% | Reducidas |
|
| 593 |
Första AP-fonden
Stockholm,
Sweden
| USD 176 M | -USD 1.7 M | 3 | 7.73% | Reducidas |
|
| 594 |
Alyeska Investment Group
Chicago,
Illinois
| USD 174 M | +USD 19.6 M | 5 | 2.31% | Aumentadas |
|
| 595 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 174 M | +USD 2.88 M | 11 | 9.34% | Aumentadas |
|
| 596 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 174 M | -USD 5.46 M | 7 | 3.55% | Reducidas |
|
| 597 |
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 174 M | -USD 17.9 M | 3 | 11.94% | Reducidas |
|
| 598 |
IFM Investors
Melbourne,
Australia
| USD 174 M | +USD 16.2 M | 11 | 11.15% | Aumentadas |
|
| 599 |
Ninety One North America
New York
| USD 174 M | +USD 22.8 M | 7 | 16.41% | Aumentadas |
|
| 600 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 173 M | +USD 44.5 M | 9 | 8.71% | Aumentadas |
|