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 | |
|---|---|---|---|---|---|---|---|
| 601 |
VanEck Associates
New York
| USD 78.3 M | -USD 47.6 M | 6 | 0.45% | Reducidas |
|
| 602 |
Thompson Siegel & Walmsley
Richmond,
Virginia
| USD 78.1 M | +USD 21.2 M | 7 | 1.35% | Aumentadas |
|
| 603 |
Axiom Investors
Greenwich,
Connecticut
| USD 78 M | -USD 6.23 M | 3 | 2.11% | Reducidas |
|
| 604 |
Parametric Risk Advisors
Westport,
Connecticut
| USD 78 M | +USD 620 k | 4 | 5.29% | Aumentadas |
|
| 605 |
Broad Run Investment Management
Arlington,
Virginia
| USD 77.9 M | +USD 115 k | 1 | 5.01% | Aumentadas |
|
| 606 |
BloombergSen
Toronto,
Ontario, Canada
| USD 77.5 M | +USD 662 k | 1 | 4.8% | Aumentadas |
|
| 607 |
Tremblant Capital Group
West Palm Beach,
Florida
| USD 77.3 M | -USD 88.6 M | 1 | 4.99% | Reducidas |
|
| 608 |
SC
SRB Corp
Boston,
Massachusetts
| USD 77.1 M | +USD 89.5 k | 3 | 10.79% | Aumentadas |
|
| 609 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 75.8 M | -USD 2.26 M | 6 | 2.84% | Reducidas |
|
| 610 |
Highbridge Capital Management
New York
| USD 75.7 M | -USD 188 M | 5 | 1.04% | Reducidas |
|
| 611 |
Calvert Investment Management
Bethesda,
Maryland
| USD 75.6 M | +USD 13.7 M | 7 | 4.88% | Aumentadas |
|
| 612 |
Andra AP-fonden
Goteborg,
Sweden
| USD 75.6 M | -USD 25.1 M | 9 | 2.14% | Reducidas |
|
| 613 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 75.3 M | +USD 2.03 M | 5 | 4.75% | Aumentadas |
|
| 614 |
PM Capital
Sydney,
Australia
| USD 74.6 M | +USD 14.6 M | 2 | 15.68% | Aumentadas |
|
| 615 |
Academy Capital Management
Waco,
Texas
| USD 74.6 M | +USD 10.1 M | 4 | 14.65% | Aumentadas |
|
| 616 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 74.5 M | -USD 7.97 M | 8 | 6.05% | Reducidas |
|
| 617 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 74.5 M | -USD 4.03 M | 7 | 8.88% | Reducidas |
|
| 618 |
Kiltearn Partners
Edinburgh,
United Kingdom
| USD 74.2 M | -USD 5.49 M | 1 | 3.98% | Reducidas |
|
| 619 |
Barings
Charlotte,
North Carolina
| USD 73.5 M | -USD 4.26 M | 8 | 1.68% | Reducidas |
|
| 620 |
Veritable
Wilmington,
Delaware
| USD 73.5 M | -USD 3.94 M | 9 | 1.53% | Reducidas |
|
| 621 |
Stack Financial Management
Whitefish,
Montana
| USD 72.9 M | +USD 2.12 M | 3 | 8.78% | Aumentadas |
|
| 622 |
Conatus Capital Management
Greenwich,
Connecticut
| USD 72.4 M | +USD 68.5 M | 1 | 4.58% | Nuevas |
|
| 623 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 72.2 M | -USD 350 k | 3 | 4.36% | Reducidas |
|
| 624 |
Absolute Return Capital
Boston,
Massachusetts
| USD 71.7 M | +USD 25 M | 6 | 1.89% | Aumentadas |
|
| 625 |
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 71.5 M | -USD 35.9 M | 1 | 4.54% | Reducidas |
|