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 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| USD 140 M | +USD 1.36 M | 6 | 20.87% | Aumentadas |
|
| 602 |
HAM
Honeycomb Asset Management
New York
| USD 139 M | +USD 44.3 M | 4 | 15.44% | Aumentadas |
|
| 603 |
Winton Group
London,
United Kingdom
| USD 138 M | -USD 35 M | 9 | 4.39% | Reducidas |
|
| 604 |
GVI
Green Valley Investors
Wilmington,
Delaware
| USD 137 M | -USD 11.8 M | 1 | 6.7% | Reducidas |
|
| 605 |
Nikko Asset Management Americas
New York
| USD 137 M | +USD 52.9 M | 10 | 6.71% | Aumentadas |
|
| 606 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 137 M | +USD 12.5 M | 5 | 7.77% | Aumentadas |
|
| 607 |
ANI
American National Insurance
Galveston,
Texas
| USD 137 M | -USD 6.49 M | 7 | 7.22% | Reducidas |
|
| 608 |
Shelton Capital Management
Denver,
Colorado
| USD 136 M | -USD 3.3 M | 13 | 9.18% | Reducidas |
|
| 609 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 136 M | +USD 13.4 M | 7 | 3.21% | Aumentadas |
|
| 610 |
Meyer Handelman Company
Rye Brook,
New York
| USD 136 M | -USD 14.1 M | 7 | 6.2% | Reducidas |
|
| 611 |
BTP
Bloom Tree Partners
New York
| USD 135 M | +USD 27.8 M | 2 | 13.61% | Aumentadas |
|
| 612 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 135 M | -USD 3.35 M | 1 | 7.31% | Reducidas |
|
| 613 |
Frontier Capital Management
Boston,
Massachusetts
| USD 135 M | +USD 10.8 M | 4 | 0.97% | Aumentadas |
|
| 614 |
Trinity Street Asset Management
London,
United Kingdom
| USD 135 M | -USD 22.9 M | 2 | 17.24% | Reducidas |
|
| 615 |
RA
Rovida Advisors
Fort Lauderdale,
Florida
| USD 133 M | +USD 28.4 M | 2 | 14.1% | Aumentadas |
|
| 616 |
United States Steel & Carnegie Pension Fund
New York
| USD 132 M | +USD 6.12 M | 2 | 6.06% | Aumentadas |
|
| 617 |
NSRI
New Silk Road Investment
Singapore
| USD 132 M | -USD 18.8 M | 1 | 68.73% | Reducidas |
|
| 618 |
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 131 M | +USD 17.6 M | 10 | 6.9% | Aumentadas |
|
| 619 |
Castle Hook Partners
New York
| USD 131 M | +USD 85.7 M | 2 | 4.26% | Aumentadas |
|
| 620 |
SC
SRB Corp
Boston,
Massachusetts
| USD 131 M | -USD 29.4 k | 3 | 17.31% | Reducidas |
|
| 621 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 131 M | -USD 45.3 M | 3 | 1.55% | Reducidas |
|
| 622 |
Vantage Investment Partners
Kansas City,
Missouri
| USD 131 M | USD 0 | 2 | 10.19% | Mantenido |
|
| 623 |
BWCA
Brenner West Capital Advisors
New York
| USD 130 M | -USD 59.8 M | 2 | 15.58% | Reducidas |
|
| 624 |
ICP
Indus Capital Partners
New York
| USD 130 M | -USD 47.9 M | 1 | 13.14% | Reducidas |
|
| 625 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 130 M | +USD 6.04 M | 4 | 13.06% | Aumentadas |
|