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 |
Achmea Investment Management
Zeist,
Netherlands
| USD 140 M | -USD 38.9 M | 10 | 8.39% | Reducidas |
|
| 602 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 139 M | +USD 3.1 M | 5 | 5.81% | Aumentadas |
|
| 603 |
OP
Oldfield Partners
London,
United Kingdom
| USD 138 M | -USD 7.41 M | 3 | 11.95% | Reducidas |
|
| 604 |
ANI
American National Insurance
Galveston,
Texas
| USD 137 M | -USD 164 k | 9 | 7.47% | Reducidas |
|
| 605 |
Valiant Capital Management
San Francisco,
California
| USD 136 M | -USD 17.8 M | 2 | 7.41% | Reducidas |
|
| 606 |
Iconiq Capital
San Francisco,
California
| USD 136 M | -USD 3.52 M | 3 | 13.39% | Reducidas |
|
| 607 |
Trinity Street Asset Management
London,
United Kingdom
| USD 135 M | -USD 1.34 M | 2 | 20.76% | Reducidas |
|
| 608 |
Shelton Capital Management
Denver,
Colorado
| USD 134 M | +USD 7.25 M | 11 | 9.47% | Aumentadas |
|
| 609 |
Bridgeway Capital Management
Houston,
Texas
| USD 133 M | +USD 2.45 M | 9 | 1.6% | Aumentadas |
|
| 610 |
Advisor Group
Phoenix,
Arizona
| USD 132 M | +USD 11.4 M | 22 | 2.32% | Aumentadas |
|
| 611 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| USD 131 M | +USD 1.6 M | 5 | 20.56% | Aumentadas |
|
| 612 |
Capital International Inc
Los Angeles,
California
| USD 131 M | -USD 14.7 M | 8 | 18.77% | Reducidas |
|
| 613 |
Confluence Investment Management
St. Louis,
Missouri
| USD 131 M | +USD 3.01 M | 3 | 2.66% | Aumentadas |
|
| 614 |
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 131 M | +USD 16.2 M | 12 | 5.3% | Aumentadas |
|
| 615 |
SG Americas Securities
New York
| USD 131 M | -USD 306 M | 15 | 1.18% | Reducidas |
|
| 616 |
Cambiar Investors
Denver,
Colorado
| USD 130 M | -USD 14.6 M | 2 | 2.05% | Reducidas |
|
| 617 |
Barings
Charlotte,
North Carolina
| USD 130 M | +USD 3.37 M | 12 | 3.77% | Aumentadas |
|
| 618 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 128 M | -USD 8.09 M | 1 | 11.03% | Reducidas |
|
| 619 |
KCM
Kingstown Capital Management
New York
| USD 128 M | +USD 37.3 M | 2 | 12.72% | Aumentadas |
|
| 620 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 126 M | +USD 764 k | 10 | 7.88% | Aumentadas |
|
| 621 |
Cadian Capital Management
New York
| USD 126 M | +USD 9.18 M | 4 | 6.14% | Aumentadas |
|
| 622 |
Walleye Trading
New York
| USD 126 M | +USD 64.9 M | 12 | 0.77% | Aumentadas |
|
| 623 |
Vantage Investment Partners
Kansas City,
Missouri
| USD 125 M | +USD 96.8 M | 2 | 11.39% | Aumentadas |
|
| 624 |
Tairen Capital
Hong Kong
| USD 124 M | +USD 66.3 M | 1 | 28.17% | Aumentadas |
|
| 625 |
Congress Asset Management
Boston,
Massachusetts
| USD 124 M | -USD 45.1 M | 6 | 2.22% | Reducidas |
|