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 |
TCTC Holdings
Dallas,
Texas
| USD 115 M | -USD 678 k | 6 | 8.46% | Reducidas |
|
| 602 |
TDAM USA
Toronto,
Ontario, Canada
| USD 115 M | -USD 1.54 M | 8 | 5.7% | Reducidas |
|
| 603 |
Highbridge Capital Management
New York
| USD 115 M | +USD 78.5 M | 5 | 1.82% | Aumentadas |
|
| 604 |
Select Equity Group
New York
| USD 115 M | -USD 17 M | 2 | 0.99% | Reducidas |
|
| 605 |
Cadian Capital Management
New York
| USD 115 M | +USD 24.3 M | 5 | 6.05% | Aumentadas |
|
| 606 |
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 115 M | -USD 1.6 M | 1 | 9.31% | Reducidas |
|
| 607 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 115 M | USD 0 | 8 | 14.72% | Mantenido |
|
| 608 |
People's United Financial
Bridgeport,
Connecticut
| USD 114 M | -USD 316 k | 11 | 6.02% | Reducidas |
|
| 609 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 114 M | -USD 6.45 M | 2 | 4.19% | Reducidas |
|
| 610 |
PFM Health Sciences
San Francisco,
California
| USD 113 M | -USD 47.4 M | 3 | 3.3% | Reducidas |
|
| 611 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
| USD 113 M | +USD 10.7 M | 9 | 8.83% | Aumentadas |
|
| 612 |
Markel Group
Glen Allen,
Virginia
| USD 113 M | +USD 24.7 M | 5 | 2.91% | Aumentadas |
|
| 613 |
Impax Asset Management
Portsmouth,
New Hampshire
| USD 113 M | +USD 2.75 M | 5 | 6.44% | Aumentadas |
|
| 614 |
Iconiq Capital
San Francisco,
California
| USD 112 M | -USD 4.23 M | 2 | 22.9% | Reducidas |
|
| 615 |
OAM
Origin Asset Management
London,
United Kingdom
| USD 111 M | +USD 25.5 M | 3 | 7.08% | Aumentadas |
|
| 616 |
Confluence Investment Management
St. Louis,
Missouri
| USD 111 M | +USD 2.02 M | 3 | 2.91% | Aumentadas |
|
| 617 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 111 M | +USD 7.14 M | 5 | 7.32% | Aumentadas |
|
| 618 |
TCM
Tekne Capital Management
New York
| USD 111 M | +USD 4.77 M | 3 | 17.45% | Aumentadas |
|
| 619 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 111 M | -USD 34 M | 12 | 2.2% | Reducidas |
|
| 620 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 111 M | -USD 1.67 M | 7 | 7.43% | Reducidas |
|
| 621 |
PineBridge Investments
New York
| USD 111 M | +USD 9.6 M | 11 | 4.92% | Aumentadas |
|
| 622 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 110 M | +USD 5.88 M | 3 | 3.2% | Aumentadas |
|
| 623 |
Samlyn Capital
New York
| USD 110 M | -USD 30.9 M | 3 | 2.61% | Reducidas |
|
| 624 |
Barings
Charlotte,
North Carolina
| USD 110 M | +USD 6.09 M | 10 | 2.84% | Aumentadas |
|
| 625 |
SD
Sumway Development
Shanghai,
China
| USD 109 M | +USD 71.3 M | 2 | 44.22% | Aumentadas |
|