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 |
Zweig-DiMenna Associates
New York
| USD 147 M | +USD 11.1 M | 11 | 14.54% | Aumentadas |
|
| 602 |
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| USD 146 M | +USD 13.8 M | 13 | 1.63% | Aumentadas |
|
| 603 |
Synovus Financial
Columbus,
Georgia
| USD 146 M | +USD 5.03 M | 16 | 2.65% | Aumentadas |
|
| 604 |
3G Capital Partners
New York
| USD 146 M | +USD 112 M | 3 | 17.84% | Aumentadas |
|
| 605 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 146 M | -USD 540 k | 11 | 8.85% | Reducidas |
|
| 606 |
Elliott Management
New York
| USD 146 M | -USD 55.4 M | 1 | 1.04% | Reducidas |
|
| 607 |
Krane Funds Advisors
New York
| USD 144 M | +USD 26.9 M | 3 | 8.28% | Aumentadas |
|
| 608 |
Winton Group
London,
United Kingdom
| USD 143 M | +USD 20.9 M | 14 | 3.09% | Aumentadas |
|
| 609 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 142 M | -USD 41.7 M | 6 | 5.19% | Reducidas |
|
| 610 |
Regal Partners
Sydney, NSW,
Australia
| USD 142 M | +USD 25.2 M | 1 | 15.3% | Aumentadas |
|
| 611 |
Steward Partners Investment Advisory
New York
| USD 141 M | +USD 6.61 M | 10 | 6.88% | Aumentadas |
|
| 612 |
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
| USD 140 M | +USD 147 M | 2 | 17.3% | Nuevas |
|
| 613 |
Pinnacle Associates
New York
| USD 140 M | +USD 4.25 M | 9 | 3.61% | Aumentadas |
|
| 614 |
Oakmont Corp
Los Angeles,
California
| USD 139 M | -USD 2.69 M | 2 | 21.88% | Reducidas |
|
| 615 |
Ostrum Asset Management US
New York
| USD 139 M | +USD 147 M | 8 | 20.51% | Nuevas |
|
| 616 |
Chilton Investment Company
Stamford,
Connecticut
| USD 139 M | +USD 2.56 M | 4 | 5.08% | Aumentadas |
|
| 617 |
Jasper Ridge Partners
Menlo Park,
California
| USD 138 M | +USD 16.7 M | 5 | 8.47% | Aumentadas |
|
| 618 |
BOK Financial
Tulsa,
Oklahoma
| USD 138 M | -USD 1.82 M | 10 | 3.95% | Reducidas |
|
| 619 |
TP
Thunderbird Partners
London,
United Kingdom
| USD 138 M | +USD 15.8 M | 1 | 16.43% | Aumentadas |
|
| 620 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 137 M | +USD 19.7 M | 3 | 6.04% | Aumentadas |
|
| 621 |
Kovitz Investment Group Partners
Chicago,
Illinois
| USD 137 M | +USD 48.2 M | 9 | 5.42% | Aumentadas |
|
| 622 |
TRG Investments
Richmond,
Virginia
| USD 136 M | +USD 102 M | 1 | 39.71% | Aumentadas |
|
| 623 |
Alyeska Investment Group
Chicago,
Illinois
| USD 136 M | +USD 63.4 M | 6 | 1.98% | Aumentadas |
|
| 624 |
Bridgeway Capital Management
Houston,
Texas
| USD 135 M | +USD 27.1 M | 10 | 1.8% | Aumentadas |
|
| 625 |
NWQ Investment Management Company
Los Angeles,
California
| USD 134 M | -USD 7.17 M | 3 | 3.18% | Reducidas |
|