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 |
SC
SRB Corp
Boston,
Massachusetts
| USD 150 M | -USD 199 k | 2 | 19.31% | Reducidas |
|
| 602 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 150 M | +USD 10.9 M | 10 | 8.18% | Aumentadas |
|
| 603 |
Castle Hook Partners
New York
| USD 150 M | +USD 1.13 M | 6 | 7.43% | Aumentadas |
|
| 604 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 149 M | -USD 17.3 M | 6 | 7.86% | Reducidas |
|
| 605 |
AAM
Ardevora Asset Management
London,
United Kingdom
| USD 149 M | -USD 2.52 M | 5 | 4.47% | Reducidas |
|
| 606 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 148 M | +USD 246 k | 4 | 13.84% | Aumentadas |
|
| 607 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| USD 148 M | +USD 142 M | 4 | 2.23% | Nuevas |
|
| 608 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 148 M | -USD 601 M | 6 | 1.52% | Reducidas |
|
| 609 |
TCM
Tekne Capital Management
New York
| USD 147 M | -USD 2.48 M | 3 | 29.72% | Reducidas |
|
| 610 |
Klingenstein Fields & Co
New York
| USD 147 M | +USD 14.8 M | 6 | 5.41% | Aumentadas |
|
| 611 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 147 M | +USD 7.14 M | 2 | 1% | Aumentadas |
|
| 612 |
Shelton Capital Management
Denver,
Colorado
| USD 147 M | -USD 5.89 M | 12 | 9.41% | Reducidas |
|
| 613 |
CEP
Chicago Equity Partners
Chicago,
Illinois
| USD 146 M | +USD 5.66 M | 9 | 4.46% | Aumentadas |
|
| 614 |
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 146 M | -USD 1.33 M | 9 | 7.17% | Reducidas |
|
| 615 |
Personal Capital Advisors
Redwood City,
California
| USD 146 M | +USD 9.2 M | 8 | 2.49% | Aumentadas |
|
| 616 |
RA
Rovida Advisors
Fort Lauderdale,
Florida
| USD 146 M | USD 0 | 2 | 15.26% | Mantenido |
|
| 617 |
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| USD 145 M | +USD 92.7 M | 3 | 2.34% | Aumentadas |
|
| 618 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 145 M | -USD 11.9 M | 8 | 3.46% | Reducidas |
|
| 619 |
OP
Oldfield Partners
London,
United Kingdom
| USD 144 M | +USD 27.1 M | 3 | 10.95% | Aumentadas |
|
| 620 |
Winton Group
London,
United Kingdom
| USD 143 M | -USD 7.04 M | 12 | 4.14% | Reducidas |
|
| 621 |
MAI
Marble Arch Investments
New York
| USD 143 M | +USD 30.3 M | 2 | 11% | Aumentadas |
|
| 622 |
Stockbridge Partners
Boston,
Massachusetts
| USD 142 M | -USD 7.05 M | 1 | 6.68% | Reducidas |
|
| 623 |
Capital International Inc
Los Angeles,
California
| USD 142 M | -USD 6.61 M | 7 | 21.11% | Reducidas |
|
| 624 |
BTP
Bloom Tree Partners
New York
| USD 141 M | -USD 9.7 M | 2 | 12.85% | Reducidas |
|
| 625 |
Columbus Hill Capital Management
Short Hills,
New Jersey
| USD 141 M | -USD 35.8 M | 3 | 9.03% | Reducidas |
|