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 |
La Financiere de L'Echiquier
Paris,
France
| USD 208 M | -USD 30.7 M | 5 | 24.59% | Reducidas |
|
| 577 |
Hexavest
Montreal,
Quebec, Canada
| USD 207 M | -USD 3.98 M | 5 | 2.52% | Reducidas |
|
| 578 |
Cooperman Leon G
| USD 206 M | +USD 6.71 M | 3 | 10.97% | Aumentadas |
|
| 579 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 205 M | +USD 1.85 M | 6 | 13.56% | Aumentadas |
|
| 580 |
Antipodes Partners
Royal Exchange,
Australia
| USD 205 M | -USD 1.9 M | 2 | 9.24% | Reducidas |
|
| 581 |
Steward Partners Investment Advisory
New York
| USD 204 M | +USD 982 k | 20 | 6.04% | Aumentadas |
|
| 582 |
BOK Financial
Tulsa,
Oklahoma
| USD 202 M | -USD 993 k | 10 | 4.56% | Reducidas |
|
| 583 |
DCP
Darsana Capital Partners
New York
| USD 201 M | -USD 77.4 M | 1 | 6.84% | Reducidas |
|
| 584 |
Weiss Multi-Strategy Advisers
New York
| USD 200 M | +USD 102 M | 7 | 3.26% | Aumentadas |
|
| 585 |
Marathon Trading Investment Management
Radnor,
Pennsylvania
| USD 199 M | +USD 174 M | 5 | 13.43% | Aumentadas |
|
| 586 |
Crake Asset Management
London,
United Kingdom
| USD 199 M | +USD 189 M | 3 | 40.23% | Nuevas |
|
| 587 |
Argent Capital Management
St Louis,
Missouri
| USD 199 M | -USD 2.94 M | 4 | 6.81% | Reducidas |
|
| 588 |
Intermede Investment Partners
London,
United Kingdom
| USD 198 M | +USD 2.94 M | 2 | 10.04% | Aumentadas |
|
| 589 |
Bloom Tree Partners
New York
| USD 198 M | -USD 63 M | 4 | 16.64% | Reducidas |
|
| 590 |
SQN Investors
Menlo Park,
California
| USD 198 M | +USD 57.9 M | 2 | 18.23% | Aumentadas |
|
| 591 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| USD 197 M | -USD 53.9 M | 11 | 9.98% | Reducidas |
|
| 592 |
Wafra Inc
New York
| USD 197 M | +USD 39.8 M | 4 | 12.08% | Aumentadas |
|
| 593 |
HMI Capital Management
San Francisco,
California
| USD 197 M | USD 0 | 1 | 15.69% | Mantenido |
|
| 594 |
Nomura Holdings
Tokyo,
Japan
| USD 196 M | -USD 370 M | 13 | 0.73% | Reducidas |
|
| 595 |
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 195 M | +USD 14 M | 9 | 14.36% | Aumentadas |
|
| 596 |
Regal Partners
Sydney, NSW,
Australia
| USD 194 M | +USD 8.53 M | 1 | 15.33% | Aumentadas |
|
| 597 |
AIA Investment Management
Singapore
| USD 194 M | +USD 20.6 M | 8 | 40.57% | Aumentadas |
|
| 598 |
Synovus Financial
Columbus,
Georgia
| USD 194 M | +USD 2.95 M | 18 | 2.64% | Aumentadas |
|
| 599 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 193 M | +USD 5.75 M | 2 | 3.18% | Aumentadas |
|
| 600 |
Taconic Capital Advisors
New York
| USD 193 M | -USD 44.7 M | 2 | 7.8% | Reducidas |
|