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 |
Huntington Steele
Oaks,
Pennsylvania
| USD 158 M | -USD 593 k | 3 | 40.89% | Reducidas |
|
| 602 |
Madison Investment Holdings
Madison,
Wisconsin
| USD 158 M | -USD 15.1 M | 4 | 2.81% | Reducidas |
|
| 603 |
Ascend Capital
Orinda,
California
| USD 158 M | +USD 51.1 M | 7 | 6.42% | Aumentadas |
|
| 604 |
NM
Nokota Management
New York
| USD 157 M | -USD 16.1 M | 2 | 2.16% | Reducidas |
|
| 605 |
Shelton Capital Management
Denver,
Colorado
| USD 157 M | +USD 512 k | 10 | 10.29% | Aumentadas |
|
| 606 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 156 M | -USD 90.6 M | 4 | 6.22% | Reducidas |
|
| 607 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 156 M | -USD 3.47 M | 10 | 8.81% | Reducidas |
|
| 608 |
Samlyn Capital
New York
| USD 156 M | +USD 81.1 M | 4 | 3.42% | Aumentadas |
|
| 609 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 156 M | +USD 35.4 M | 12 | 8.61% | Aumentadas |
|
| 610 |
Origin Asset Management
London,
United Kingdom
| USD 156 M | -USD 27.4 M | 4 | 9.78% | Reducidas |
|
| 611 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 155 M | -USD 33.8 M | 7 | 2.31% | Reducidas |
|
| 612 |
Winton Group
London,
United Kingdom
| USD 155 M | +USD 6.15 M | 11 | 4.37% | Aumentadas |
|
| 613 |
Carillon Tower Advisers
St. Petersburg,
Florida
| USD 155 M | +USD 100 M | 2 | 1.2% | Aumentadas |
|
| 614 |
Klingenstein Fields & Co
New York
| USD 154 M | +USD 869 k | 6 | 5.9% | Aumentadas |
|
| 615 |
Krane Funds Advisors
New York
| USD 154 M | +USD 149 M | 2 | 11.17% | Nuevas |
|
| 616 |
Oldfield Partners
London,
United Kingdom
| USD 153 M | -USD 21.5 M | 3 | 13.27% | Reducidas |
|
| 617 |
Indus Capital Partners
New York
| USD 153 M | +USD 32 M | 1 | 17.32% | Aumentadas |
|
| 618 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 153 M | +USD 1.03 M | 7 | 3.77% | Aumentadas |
|
| 619 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 152 M | -USD 119 k | 4 | 13.02% | Reducidas |
|
| 620 |
CEP
Chicago Equity Partners
Chicago,
Illinois
| USD 152 M | -USD 5.29 M | 10 | 4.86% | Reducidas |
|
| 621 |
AAM
Ardevora Asset Management
London,
United Kingdom
| USD 151 M | -USD 41.2 k | 5 | 4.51% | Reducidas |
|
| 622 |
Parus Finance (UK)
London,
United Kingdom
| USD 151 M | -USD 33.5 M | 4 | 28.52% | Reducidas |
|
| 623 |
Saturna Capital
Bellingham,
Washington
| USD 150 M | -USD 13.5 M | 6 | 4.78% | Reducidas |
|
| 624 |
Dragoneer Investment Group
San Francisco,
California
| USD 150 M | +USD 20.1 M | 2 | 21.22% | Aumentadas |
|
| 625 |
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 149 M | -USD 7.21 M | 9 | 7.7% | Reducidas |
|