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 |
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 120 M | -USD 4.86 M | 5 | 10.55% | Reducidas |
|
| 602 |
Shelton Capital Management
Denver,
Colorado
| USD 120 M | +USD 6.78 M | 10 | 8.3% | Aumentadas |
|
| 603 |
Cambridge Trust
Cambridge,
Massachusetts
| USD 120 M | -USD 2.16 M | 7 | 7.94% | Reducidas |
|
| 604 |
Capital International Inc
Los Angeles,
California
| USD 119 M | -USD 5.15 M | 8 | 14.5% | Reducidas |
|
| 605 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| USD 119 M | -USD 2.17 M | 5 | 20.12% | Reducidas |
|
| 606 |
WesBanco Bank
Wheeling,
West Virginia
| USD 119 M | +USD 11.7 M | 9 | 6.58% | Aumentadas |
|
| 607 |
Aristeia Capital
Greenwich,
Connecticut
| USD 119 M | +USD 61.8 M | 2 | 9.35% | Aumentadas |
|
| 608 |
PC
Passport Capital
San Francisco,
California
| USD 119 M | +USD 41.7 M | 4 | 8.78% | Aumentadas |
|
| 609 |
TDAM USA
Toronto,
Ontario, Canada
| USD 118 M | -USD 157 k | 7 | 5.97% | Reducidas |
|
| 610 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 117 M | -USD 33.6 M | 7 | 2.8% | Reducidas |
|
| 611 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 117 M | +USD 10.7 M | 4 | 5.49% | Aumentadas |
|
| 612 |
Douglass Winthrop Advisors
New York
| USD 117 M | +USD 1.87 M | 6 | 7.28% | Aumentadas |
|
| 613 |
OP
Oldfield Partners
London,
United Kingdom
| USD 116 M | -USD 16.4 M | 2 | 10.51% | Reducidas |
|
| 614 |
SC
SRB Corp
Boston,
Massachusetts
| USD 116 M | USD 0 | 2 | 16.41% | Mantenido |
|
| 615 |
Gotham Asset Management
New York
| USD 114 M | -USD 73.7 M | 8 | 1.45% | Reducidas |
|
| 616 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 114 M | -USD 720 k | 3 | 3.95% | Reducidas |
|
| 617 |
Newbrook Capital Advisors
New York
| USD 114 M | +USD 48.8 M | 2 | 10.24% | Aumentadas |
|
| 618 |
Impax Asset Management
Portsmouth,
New Hampshire
| USD 114 M | +USD 8.93 M | 5 | 6.36% | Aumentadas |
|
| 619 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 114 M | +USD 12.9 M | 6 | 26.77% | Aumentadas |
|
| 620 |
Westchester Capital Management (New York)
Valhalla,
New York
| USD 114 M | +USD 7.25 M | 1 | 3.12% | Aumentadas |
|
| 621 |
Advisor Group
Phoenix,
Arizona
| USD 113 M | +USD 10.6 M | 20 | 2.29% | Aumentadas |
|
| 622 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| USD 113 M | +USD 6.67 M | 11 | 1.24% | Aumentadas |
|
| 623 |
Banco Santander
Madrid,
Spain
| USD 113 M | +USD 26.6 M | 7 | 2.91% | Aumentadas |
|
| 624 |
WestEnd Advisors
Charlotte,
North Carolina
| USD 113 M | -USD 15.4 M | 2 | 9.43% | Reducidas |
|
| 625 |
ICP
Indus Capital Partners
New York
| USD 112 M | -USD 9.8 M | 1 | 14.8% | Reducidas |
|