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 |
Origin Asset Management
London,
United Kingdom
| USD 204 M | -USD 27.9 M | 4 | 26.17% | Reducidas |
|
| 577 |
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 203 M | -USD 3.88 M | 12 | 14.99% | Reducidas |
|
| 578 |
BOK Financial
Tulsa,
Oklahoma
| USD 203 M | +USD 8.39 M | 9 | 5.85% | Aumentadas |
|
| 579 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 202 M | +USD 53.1 M | 10 | 13.79% | Aumentadas |
|
| 580 |
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 201 M | -USD 1.94 M | 1 | 5.14% | Reducidas |
|
| 581 |
Cryder Capital Partners
London,
United Kingdom
| USD 199 M | -USD 14.9 M | 2 | 29.03% | Reducidas |
|
| 582 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 198 M | -USD 872 k | 6 | 17.34% | Reducidas |
|
| 583 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 198 M | +USD 19.7 M | 9 | 10.54% | Aumentadas |
|
| 584 |
Jericho Capital Asset Management
New York
| USD 197 M | +USD 166 M | 2 | 15.85% | Aumentadas |
|
| 585 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 197 M | +USD 50.1 M | 2 | 1.84% | Aumentadas |
|
| 586 |
Regal Partners
Sydney, NSW,
Australia
| USD 197 M | -USD 8.05 M | 1 | 21.2% | Reducidas |
|
| 587 |
SC
Serenity Capital
Palo Alto,
California
| USD 196 M | USD 0 | 1 | 41.93% | Mantenido |
|
| 588 |
Avalon Investment & Advisory
Houston,
Texas
| USD 196 M | +USD 15.7 M | 8 | 5.01% | Aumentadas |
|
| 589 |
Moore Capital Management
New York
| USD 195 M | -USD 120 M | 5 | 8.08% | Reducidas |
|
| 590 |
Soma Equity Partners
San Francisco,
California
| USD 195 M | +USD 75.9 M | 2 | 10.93% | Aumentadas |
|
| 591 |
LCM
Lomas Capital Management
New York
| USD 194 M | +USD 59.7 M | 2 | 19.37% | Aumentadas |
|
| 592 |
Weitz Investment Management
Omaha,
Nebraska
| USD 194 M | -USD 63.3 k | 5 | 10.31% | Reducidas |
|
| 593 |
Impax Asset Management Group
London,
United Kingdom
| USD 194 M | +USD 27.9 M | 8 | 2.58% | Aumentadas |
|
| 594 |
TRG Investments
Richmond,
Virginia
| USD 194 M | USD 0 | 1 | 32.57% | Mantenido |
|
| 595 |
People's United Financial
Bridgeport,
Connecticut
| USD 193 M | -USD 43.3 M | 12 | 6.68% | Reducidas |
|
| 596 |
Intermede Investment Partners
London,
United Kingdom
| USD 191 M | +USD 14.8 M | 2 | 11.25% | Aumentadas |
|
| 597 |
SRS Investment Management
New York
| USD 190 M | -USD 126 M | 1 | 4.12% | Reducidas |
|
| 598 |
HMI Capital Management
San Francisco,
California
| USD 189 M | +USD 21.4 M | 1 | 12.56% | Aumentadas |
|
| 599 |
Inverness Counsel
New York
| USD 189 M | -USD 23.8 M | 6 | 11.85% | Reducidas |
|
| 600 |
Locust Wood Capital Advisers
New York
| USD 188 M | +USD 24.7 M | 4 | 15.94% | Aumentadas |
|