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 |
Tower Research Capital (TRC)
New York
| USD 329 M | -USD 10.3 M | 35 | 8.39% | Reducidas |
|
| 602 |
Mondrian Investment Partners
London,
United Kingdom
| USD 325 M | +USD 4.4 M | 3 | 6.56% | Aumentadas |
|
| 603 |
TownSquare Capital
Provo,
Utah
| USD 324 M | +USD 76.5 M | 11 | 9.33% | Aumentadas |
|
| 604 |
Glenview Capital Management
New York
| USD 323 M | -USD 178 M | 2 | 5.85% | Reducidas |
|
| 605 |
Nippon Life Global Investors Americas
New York
| USD 321 M | -USD 14.1 M | 3 | 16.74% | Reducidas |
|
| 606 |
Confluence Investment Management
St. Louis,
Missouri
| USD 319 M | -USD 16.5 M | 7 | 4.48% | Reducidas |
|
| 607 |
JCM
JS Capital Management
New York
| USD 319 M | -USD 267 M | 5 | 18.48% | Reducidas |
|
| 608 |
Braun Stacey Associates
New York
| USD 319 M | -USD 4.16 M | 5 | 12.77% | Reducidas |
|
| 609 |
Atreides Management
Boston,
Massachusetts
| USD 319 M | +USD 20.9 M | 3 | 7.53% | Aumentadas |
|
| 610 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 318 M | +USD 3.2 M | 1 | 2.37% | Aumentadas |
|
| 611 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 316 M | -USD 750 k | 10 | 14.87% | Reducidas |
|
| 612 |
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| USD 314 M | +USD 106 M | 5 | 39.07% | Aumentadas |
|
| 613 |
HS Management Partners
New York
| USD 311 M | -USD 147 M | 2 | 8.86% | Reducidas |
|
| 614 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 311 M | -USD 4.89 M | 12 | 11.41% | Reducidas |
|
| 615 |
Cresset Asset Management
Chicago,
Illinois
| USD 311 M | +USD 18.7 M | 17 | 4.18% | Aumentadas |
|
| 616 |
Penserra Capital Management
Orinda,
California
| USD 310 M | -USD 6.69 M | 21 | 6.42% | Reducidas |
|
| 617 |
Honeycomb Asset Management
New York
| USD 305 M | +USD 82.2 M | 4 | 18.71% | Aumentadas |
|
| 618 |
Vantage Investment Partners
Kansas City,
Missouri
| USD 302 M | +USD 35.9 M | 3 | 15.74% | Aumentadas |
|
| 619 |
Center Lake Capital Management
West Palm Beach,
Florida
| USD 300 M | +USD 17 M | 6 | 48.83% | Aumentadas |
|
| 620 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 299 M | USD 0 | 2 | 7.35% | Mantenido |
|
| 621 |
Metropolis Capital
Amersham,
United Kingdom
| USD 299 M | -USD 22.4 M | 2 | 17.58% | Reducidas |
|
| 622 |
Oakmont Corp
Los Angeles,
California
| USD 299 M | USD 0 | 4 | 23.15% | Mantenido |
|
| 623 |
Lido Advisors
Los Angeles,
California
| USD 297 M | +USD 57.9 M | 12 | 4.15% | Aumentadas |
|
| 624 |
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 296 M | +USD 314 M | 5 | 34.15% | Nuevas |
|
| 625 |
Capstone Investment Advisors
New York
| USD 295 M | +USD 162 M | 11 | 0.59% | Aumentadas |
|