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 |
GLG LLC
New York
| USD 106 M | -USD 7.98 M | 8 | 6.6% | Reducidas |
|
| 602 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 105 M | +USD 123 M | 1 | 1.17% | Nuevas |
|
| 603 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 104 M | +USD 14 M | 14 | 1.69% | Aumentadas |
|
| 604 |
VanEck Associates
New York
| USD 104 M | -USD 35.1 M | 8 | 0.7% | Reducidas |
|
| 605 |
AAM
Ardevora Asset Management
London,
United Kingdom
| USD 104 M | +USD 21.5 M | 5 | 5.09% | Aumentadas |
|
| 606 |
JFB Holdings Corp
Atlanta,
Georgia
| USD 104 M | -USD 539 k | 1 | 3.09% | Reducidas |
|
| 607 |
Analytic Investors
Los Angeles,
California
| USD 104 M | +USD 50.3 M | 8 | 1.26% | Aumentadas |
|
| 608 |
EP
Edinburgh Partners
Edinburgh,
United Kingdom
| USD 104 M | -USD 70.3 M | 4 | 11.69% | Reducidas |
|
| 609 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 104 M | -USD 8.65 M | 9 | 0.48% | Reducidas |
|
| 610 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 103 M | -USD 62.3 M | 8 | 2.7% | Reducidas |
|
| 611 |
TCP
Tourbillon Capital Partners
New York
| USD 103 M | -USD 90.3 M | 1 | 2.21% | Reducidas |
|
| 612 |
Sirios Capital Management
Boston,
Massachusetts
| USD 103 M | +USD 36.7 M | 2 | 3.86% | Aumentadas |
|
| 613 |
Renaissance Group
Covington,
Kentucky
| USD 103 M | -USD 4.66 M | 6 | 4.13% | Reducidas |
|
| 614 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 102 M | +USD 14.7 M | 3 | 25.34% | Aumentadas |
|
| 615 |
TGCM
Tukman Grossman Capital Management
Larkspur,
California
| USD 102 M | -USD 254 k | 1 | 5.87% | Reducidas |
|
| 616 |
WestEnd Advisors
Charlotte,
North Carolina
| USD 102 M | +USD 98 M | 1 | 4.92% | Nuevas |
|
| 617 |
PCM
Prime Capital Management
Hong Kong
| USD 101 M | -USD 2.12 M | 2 | 47.89% | Reducidas |
|
| 618 |
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 101 M | +USD 9.7 M | 10 | 4.18% | Aumentadas |
|
| 619 |
Rathbones Group
Liverpool,
United Kingdom
| USD 101 M | +USD 3.33 M | 7 | 6.11% | Aumentadas |
|
| 620 |
OI
Oakbrook Investments
Lisle,
Illinois
| USD 100 M | -USD 11.2 M | 9 | 6.47% | Reducidas |
|
| 621 |
SCM
Suffolk Capital Management
New York
| USD 100 M | -USD 6.8 M | 8 | 13.29% | Reducidas |
|
| 622 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 100 M | -USD 5.08 M | 7 | 3.06% | Reducidas |
|
| 623 |
CC
Carlson Capital
Dallas,
Texas
| USD 100 M | -USD 84.4 M | 5 | 1.2% | Reducidas |
|
| 624 |
SAS
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| USD 99.1 M | -USD 34.5 M | 1 | 16.8% | Reducidas |
|
| 625 |
Baring Asset Management
London,
United Kingdom
| USD 98.6 M | +USD 72.9 M | 3 | 8.22% | Aumentadas |
|