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 |
Carillon Tower Advisers
St. Petersburg,
Florida
| USD 173 M | +USD 47.4 M | 6 | 1.22% | Aumentadas |
|
| 602 |
ArchPoint Investors
Coral Gables,
Florida
| USD 172 M | -USD 107 k | 4 | 51.53% | Reducidas |
|
| 603 |
Credit Agricole
Montrouge Cedex,
France
| USD 171 M | -USD 39.1 M | 10 | 9.35% | Reducidas |
|
| 604 |
Cooperman Leon G
| USD 171 M | +USD 162 M | 3 | 10.44% | Nuevas |
|
| 605 |
Synovus Financial
Columbus,
Georgia
| USD 171 M | -USD 232 k | 16 | 2.77% | Reducidas |
|
| 606 |
Regal Partners
Sydney, NSW,
Australia
| USD 170 M | +USD 2.05 M | 1 | 17.29% | Aumentadas |
|
| 607 |
Foresters Investment Management
New York
| USD 168 M | -USD 29.1 M | 8 | 2.94% | Reducidas |
|
| 608 |
Honeycomb Asset Management
New York
| USD 167 M | +USD 35.8 M | 3 | 10.73% | Aumentadas |
|
| 609 |
Steward Partners Investment Advisory
New York
| USD 166 M | -USD 1.1 M | 10 | 7.04% | Reducidas |
|
| 610 |
Pinnacle Associates
New York
| USD 164 M | +USD 302 k | 11 | 3.72% | Aumentadas |
|
| 611 |
BOK Financial
Tulsa,
Oklahoma
| USD 164 M | +USD 2.52 M | 12 | 3.93% | Aumentadas |
|
| 612 |
Oakmont Corp
Los Angeles,
California
| USD 164 M | +USD 55.7 k | 2 | 23.07% | Aumentadas |
|
| 613 |
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
| USD 163 M | +USD 64.6 M | 3 | 6.81% | Aumentadas |
|
| 614 |
Washington Trust
Westerly,
Rhode Island
| USD 163 M | -USD 1.25 M | 8 | 9.13% | Reducidas |
|
| 615 |
NAYA Capital Management (UK)
London,
United Kingdom
| USD 163 M | +USD 71 M | 1 | 12.62% | Aumentadas |
|
| 616 |
Cadian Capital Management
New York
| USD 162 M | -USD 164 M | 2 | 6.33% | Reducidas |
|
| 617 |
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
| USD 162 M | USD 0 | 2 | 15.9% | Mantenido |
|
| 618 |
South Texas Money Management
San Antonio,
Texas
| USD 162 M | +USD 37.6 M | 7 | 6.96% | Aumentadas |
|
| 619 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 161 M | -USD 19.6 M | 4 | 7.35% | Reducidas |
|
| 620 |
Voloridge Investment Management
Jupiter,
Florida
| USD 161 M | +USD 22.1 M | 12 | 4.84% | Aumentadas |
|
| 621 |
Origin Asset Management
London,
United Kingdom
| USD 160 M | +USD 10.3 M | 5 | 13.42% | Aumentadas |
|
| 622 |
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 160 M | +USD 31.6 M | 1 | 4.27% | Aumentadas |
|
| 623 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 160 M | -USD 11.1 M | 5 | 7.12% | Reducidas |
|
| 624 |
Chilton Investment Company
Stamford,
Connecticut
| USD 160 M | -USD 1.44 M | 4 | 5.59% | Reducidas |
|
| 625 |
Locust Wood Capital Advisers
New York
| USD 159 M | +USD 44.3 M | 4 | 12.4% | Aumentadas |
|