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 |
AIA Investment Management
Singapore
| USD 188 M | +USD 10.6 M | 9 | 38.82% | Aumentadas |
|
| 602 |
R.M. Davis Inc
Portland,
Maine
| USD 188 M | +USD 9.5 M | 7 | 7.8% | Aumentadas |
|
| 603 |
Southeastern Asset Management
Memphis,
Tennessee
| USD 187 M | -USD 16.9 M | 1 | 4.46% | Reducidas |
|
| 604 |
Newport Asia
San Francisco,
California
| USD 187 M | -USD 25.6 M | 1 | 53.68% | Reducidas |
|
| 605 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 186 M | -USD 46.4 M | 11 | 11.27% | Reducidas |
|
| 606 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
| USD 186 M | +USD 8.26 M | 9 | 8.25% | Aumentadas |
|
| 607 |
Southpoint Capital Advisors
New York
| USD 186 M | +USD 5.55 M | 1 | 5.43% | Aumentadas |
|
| 608 |
AKO Capital
London,
United Kingdom
| USD 184 M | -USD 33 M | 1 | 3.87% | Reducidas |
|
| 609 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 181 M | +USD 484 k | 4 | 5.45% | Aumentadas |
|
| 610 |
Hyperion Asset Management
Brisbane,
Australia
| USD 181 M | +USD 4.87 M | 4 | 43.7% | Aumentadas |
|
| 611 |
NS Partners
London,
United Kingdom
| USD 181 M | +USD 696 k | 5 | 16.82% | Aumentadas |
|
| 612 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| USD 180 M | +USD 51.9 M | 7 | 4.57% | Aumentadas |
|
| 613 |
GW&K Investment Management
Boston,
Massachusetts
| USD 179 M | +USD 14 M | 4 | 3.16% | Aumentadas |
|
| 614 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 178 M | USD 0 | 2 | 7.12% | Mantenido |
|
| 615 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 178 M | +USD 8.86 M | 6 | 3.05% | Aumentadas |
|
| 616 |
Erste Asset Management
Vienna,
Austria
| USD 177 M | -USD 1.37 M | 10 | 10.31% | Reducidas |
|
| 617 |
Focused Investors
Los Angeles,
California
| USD 177 M | +USD 2.52 M | 1 | 8.81% | Aumentadas |
|
| 618 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 175 M | -USD 105 M | 7 | 4.73% | Reducidas |
|
| 619 |
Argent Capital Management
St Louis,
Missouri
| USD 175 M | -USD 2.54 M | 6 | 8.25% | Reducidas |
|
| 620 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 175 M | +USD 16.4 M | 6 | 5.88% | Aumentadas |
|
| 621 |
RWC Asset Management
London,
United Kingdom
| USD 175 M | +USD 34.5 M | 2 | 8.9% | Aumentadas |
|
| 622 |
AMI Asset Management
Los Angeles,
California
| USD 175 M | +USD 42.3 M | 3 | 11.02% | Aumentadas |
|
| 623 |
MCM
McKinley Capital Management
Anchorage,
Alaska
| USD 174 M | +USD 13 M | 5 | 14.02% | Aumentadas |
|
| 624 |
Cambridge Trust
Cambridge,
Massachusetts
| USD 174 M | -USD 5.39 M | 7 | 11.95% | Reducidas |
|
| 625 |
SQN Investors
Menlo Park,
California
| USD 174 M | -USD 24.6 M | 2 | 17.54% | Reducidas |
|