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 |
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
| USD 222 M | USD 0 | 1 | 11.28% | Mantenido |
|
| 602 |
AE Wealth Management
Topeka,
Kansas
| USD 221 M | +USD 54.3 M | 16 | 3.41% | Aumentadas |
|
| 603 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 220 M | +USD 19.7 M | 6 | 3.26% | Aumentadas |
|
| 604 |
SQN Investors
Menlo Park,
California
| USD 219 M | -USD 89.8 M | 2 | 16.99% | Reducidas |
|
| 605 |
Erste Asset Management
Vienna,
Austria
| USD 218 M | +USD 179 k | 12 | 8.7% | Aumentadas |
|
| 606 |
SC
Serenity Capital
Palo Alto,
California
| USD 218 M | USD 0 | 1 | 50.78% | Mantenido |
|
| 607 |
SCM
Somerset Capital Management
London,
United Kingdom
| USD 218 M | +USD 4.54 M | 2 | 29.78% | Aumentadas |
|
| 608 |
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
| USD 216 M | +USD 209 M | 1 | 3.82% | Nuevas |
|
| 609 |
Northeast Investment Management
Boston,
Massachusetts
| USD 215 M | +USD 2.59 M | 8 | 16.11% | Aumentadas |
|
| 610 |
RWC Asset Management
London,
United Kingdom
| USD 215 M | -USD 20.1 M | 3 | 9.76% | Reducidas |
|
| 611 |
TRG Investments
Richmond,
Virginia
| USD 215 M | USD 0 | 1 | 28.45% | Mantenido |
|
| 612 |
BlueSpruce Investments
Chicago,
Illinois
| USD 214 M | -USD 107 M | 1 | 6.17% | Reducidas |
|
| 613 |
Sound Shore Management
Greenwich,
Connecticut
| USD 213 M | -USD 113 M | 3 | 6.58% | Reducidas |
|
| 614 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 213 M | -USD 1.38 M | 6 | 6.11% | Reducidas |
|
| 615 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 213 M | +USD 2.38 M | 10 | 10.91% | Aumentadas |
|
| 616 |
Weitz Investment Management
Omaha,
Nebraska
| USD 212 M | -USD 25.2 M | 4 | 10.55% | Reducidas |
|
| 617 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 212 M | -USD 44.6 M | 10 | 14.86% | Reducidas |
|
| 618 |
BAM
Barrett Asset Management
New York
| USD 212 M | +USD 561 k | 8 | 13.54% | Aumentadas |
|
| 619 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 211 M | -USD 9.9 M | 11 | 2.93% | Reducidas |
|
| 620 |
Busey Bank
Urbana,
Illinois
| USD 211 M | +USD 1.87 M | 7 | 14.58% | Aumentadas |
|
| 621 |
AMI Asset Management
Los Angeles,
California
| USD 211 M | -USD 14.8 M | 3 | 11.24% | Reducidas |
|
| 622 |
Credit Agricole
Montrouge Cedex,
France
| USD 211 M | +USD 37 M | 11 | 13.37% | Aumentadas |
|
| 623 |
Hancock Whitney
Gulfport,
Mississippi
| USD 210 M | -USD 12.3 M | 9 | 8.04% | Reducidas |
|
| 624 |
Coldstream Capital Management
Bellevue,
Washington
| USD 209 M | -USD 2.49 M | 7 | 18.73% | Reducidas |
|
| 625 |
Echo Street Capital Management
New York
| USD 208 M | +USD 2.55 M | 6 | 2.47% | Aumentadas |
|