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 |
MC
Maplelane Capital
New York
| USD 111 M | -USD 110 M | 7 | 4.63% | Reducidas |
|
| 602 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 111 M | -USD 638 k | 1 | 2.53% | Reducidas |
|
| 603 |
TDAM USA
Toronto,
Ontario, Canada
| USD 110 M | -USD 9.7 M | 8 | 5.75% | Reducidas |
|
| 604 |
Ashfield Capital Partners
San Francisco,
California
| USD 110 M | -USD 24.1 M | 9 | 10.72% | Reducidas |
|
| 605 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 109 M | +USD 350 k | 12 | 2.03% | Aumentadas |
|
| 606 |
SC
SRB Corp
Boston,
Massachusetts
| USD 109 M | +USD 169 k | 2 | 15.16% | Aumentadas |
|
| 607 |
Confluence Investment Management
St. Louis,
Missouri
| USD 109 M | -USD 8.21 M | 3 | 2.65% | Reducidas |
|
| 608 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| USD 109 M | -USD 22.6 M | 5 | 20.95% | Reducidas |
|
| 609 |
TCM
Tekne Capital Management
New York
| USD 109 M | USD 0 | 3 | 26.59% | Mantenido |
|
| 610 |
NF Trinity Capital
Central,
Hong Kong
| USD 108 M | -USD 83.9 M | 2 | 15.19% | Reducidas |
|
| 611 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 108 M | +USD 18.2 M | 6 | 1.38% | Aumentadas |
|
| 612 |
OAM
Origin Asset Management
London,
United Kingdom
| USD 108 M | +USD 6.99 M | 4 | 7.09% | Aumentadas |
|
| 613 |
Douglass Winthrop Advisors
New York
| USD 107 M | +USD 1.73 M | 6 | 7.24% | Aumentadas |
|
| 614 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 107 M | +USD 6.02 M | 1 | 0.96% | Aumentadas |
|
| 615 |
Parallax Volatility Advisers
San Francisco,
California
| USD 107 M | +USD 10 M | 7 | 0.21% | Aumentadas |
|
| 616 |
UBS O'Connor
Chicago,
Illinois
| USD 107 M | -USD 6.9 M | 4 | 2.06% | Reducidas |
|
| 617 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 106 M | +USD 66.3 M | 3 | 5.46% | Aumentadas |
|
| 618 |
Capital International Inc
Los Angeles,
California
| USD 106 M | -USD 12.7 M | 8 | 13.2% | Reducidas |
|
| 619 |
Meritage Group
San Francisco,
California
| USD 106 M | +USD 107 M | 2 | 2.85% | Nuevas |
|
| 620 |
SCGE Management
Menlo Park,
California
| USD 106 M | -USD 19 M | 3 | 35.28% | Reducidas |
|
| 621 |
Conning Inc
Hartford,
Connecticut
| USD 105 M | +USD 4.73 M | 10 | 4.19% | Aumentadas |
|
| 622 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
| USD 105 M | -USD 5.65 M | 9 | 9.33% | Reducidas |
|
| 623 |
Braun Stacey Associates
New York
| USD 104 M | +USD 2.14 M | 7 | 6.85% | Aumentadas |
|
| 624 |
SH
SeaTown Holdings
Singapore
| USD 104 M | +USD 103 M | 4 | 23.97% | Aumentadas |
|
| 625 |
KCM
Kingstown Capital Management
New York
| USD 104 M | -USD 5.75 M | 1 | 10.21% | Reducidas |
|