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 |
Conning Inc
Hartford,
Connecticut
| USD 83.4 M | -USD 3.41 M | 7 | 3.42% | Reducidas |
|
| 602 |
ICP
Indus Capital Partners
New York
| USD 83 M | +USD 20.6 M | 1 | 8.78% | Aumentadas |
|
| 603 |
BAM
Barrett Asset Management
New York
| USD 83 M | +USD 644 k | 6 | 6.82% | Aumentadas |
|
| 604 |
SCGE Management
Menlo Park,
California
| USD 82.8 M | +USD 8.13 M | 2 | 11.01% | Aumentadas |
|
| 605 |
PC
PM Capital
Sydney,
Australia
| USD 82.8 M | +USD 12.8 M | 2 | 16.18% | Aumentadas |
|
| 606 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 82.5 M | +USD 557 k | 8 | 3.94% | Aumentadas |
|
| 607 |
DC
Deere & Company
Moline,
Illinois
| USD 82.1 M | -USD 3.8 M | 9 | 4.39% | Reducidas |
|
| 608 |
Jericho Capital Asset Management
New York
| USD 82 M | USD 0 | 1 | 5.12% | Mantenido |
|
| 609 |
TIAA CREF Trust
St Louis,
Missouri
| USD 81.8 M | -USD 1.42 M | 4 | 0.91% | Reducidas |
|
| 610 |
Dorsal Capital Management
Redwood City,
California
| USD 81.7 M | +USD 51.3 M | 1 | 8.15% | Aumentadas |
|
| 611 |
LMCG Investments
Boston,
Massachusetts
| USD 81.6 M | -USD 2.15 M | 6 | 1.76% | Reducidas |
|
| 612 |
Altrinsic Global Advisors
Stamford,
Connecticut
| USD 81.2 M | -USD 3.12 M | 3 | 1.66% | Reducidas |
|
| 613 |
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 81.1 M | -USD 4.5 M | 1 | 4.21% | Reducidas |
|
| 614 |
CEP
Chicago Equity Partners
Chicago,
Illinois
| USD 80.5 M | -USD 14.5 M | 4 | 2.19% | Reducidas |
|
| 615 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
| USD 80.3 M | -USD 13.1 M | 7 | 4.96% | Reducidas |
|
| 616 |
Zweig-DiMenna Associates
New York
| USD 79.9 M | -USD 28.2 M | 5 | 4.41% | Reducidas |
|
| 617 |
Laurion Capital Management
New York
| USD 79.7 M | +USD 32.4 M | 3 | 0.73% | Aumentadas |
|
| 618 |
Barings
Charlotte,
North Carolina
| USD 78.2 M | +USD 3.49 M | 8 | 2.36% | Aumentadas |
|
| 619 |
Meag Munich Ergo
Munich,
Germany
| USD 78.2 M | -USD 18.7 M | 5 | 4.02% | Reducidas |
|
| 620 |
MVP
Miller Value Partners
Sarasota,
Florida
| USD 77.7 M | -USD 171 k | 2 | 2.69% | Reducidas |
|
| 621 |
Parametric Risk Advisors
Westport,
Connecticut
| USD 77.7 M | +USD 3.06 M | 4 | 5.15% | Aumentadas |
|
| 622 |
SKBA Capital Management
San Francisco,
California
| USD 76.7 M | +USD 10.1 M | 3 | 6% | Aumentadas |
|
| 623 |
Graticule Asia Macro Advisors
New York
| USD 76.5 M | +USD 74.9 M | 4 | 3.69% | Nuevas |
|
| 624 |
DCM
Destrier Capital Management
New York
| USD 76.4 M | -USD 12 M | 3 | 18.36% | Reducidas |
|
| 625 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 76.4 M | -USD 231 k | 8 | 6.21% | Reducidas |
|