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 |
Country Trust Bank
Bloomington,
Illinois
| USD 452 M | -USD 22.5 M | 10 | 11.3% | Reducidas |
|
| 602 |
Chicago Capital
Chicago,
Illinois
| USD 451 M | +USD 8.39 M | 7 | 11.97% | Aumentadas |
|
| 603 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 451 M | +USD 3.43 M | 9 | 8.82% | Aumentadas |
|
| 604 |
Metis Global Partners
San Diego,
California
| USD 451 M | +USD 8.67 M | 15 | 13.58% | Aumentadas |
|
| 605 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 449 M | -USD 14 M | 6 | 13.54% | Reducidas |
|
| 606 |
EQF
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
| USD 447 M | +USD 288 M | 2 | 14.33% | Aumentadas |
|
| 607 |
Caption Management
Oklahoma City,
Oklahoma
| USD 446 M | +USD 367 M | 8 | 4.22% | Aumentadas |
|
| 608 |
Soros Fund Management
New York
| USD 446 M | +USD 139 M | 7 | 6.71% | Aumentadas |
|
| 609 |
Oversea-Chinese Banking Corp (OCBC)
Singapore
| USD 445 M | -USD 58.5 M | 12 | 12.48% | Reducidas |
|
| 610 |
Kestra Private Wealth Services
Austin,
Texas
| USD 444 M | +USD 24.5 M | 16 | 7.55% | Aumentadas |
|
| 611 |
Fullerton Fund Management
Singapore
| USD 442 M | +USD 184 M | 5 | 15.43% | Aumentadas |
|
| 612 |
Curi RMB Capital
Chicago,
Illinois
| USD 442 M | +USD 35.1 M | 11 | 10.18% | Aumentadas |
|
| 613 |
Mesirow Financial Investment Management
Chicago,
Illinois
| USD 442 M | +USD 12.5 M | 7 | 8.77% | Aumentadas |
|
| 614 |
Westwood Holdings Group
Dallas,
Texas
| USD 436 M | +USD 4.41 M | 8 | 3.35% | Aumentadas |
|
| 615 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 435 M | -USD 3.41 M | 6 | 20.24% | Reducidas |
|
| 616 |
Meyer Handelman Company
Rye Brook,
New York
| USD 433 M | -USD 1.79 M | 6 | 15% | Reducidas |
|
| 617 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 431 M | -USD 18.4 M | 7 | 12.76% | Reducidas |
|
| 618 |
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 431 M | -USD 4.67 M | 16 | 14.12% | Reducidas |
|
| 619 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 430 M | -USD 16.8 M | 17 | 0.99% | Reducidas |
|
| 620 |
Maryland State Retirement & Pension System
Baltimore,
Maryland
| USD 430 M | -USD 26.4 M | 19 | 9.28% | Reducidas |
|
| 621 |
BNP Paribas
Paris,
France
| USD 427 M | +USD 16.7 M | 13 | 2.55% | Aumentadas |
|
| 622 |
Davidson Kempner Capital Management
New York
| USD 425 M | +USD 156 M | 6 | 7.12% | Aumentadas |
|
| 623 |
Polar Asset Management Partners
Toronto,
Ontario, Canada
| USD 425 M | +USD 361 M | 6 | 4.99% | Aumentadas |
|
| 624 |
Ursa Fund Management
Danville,
California
| USD 425 M | +USD 430 M | 1 | 31.94% | Nuevas |
|
| 625 |
Stratos Wealth Partners
Beachwood,
Ohio
| USD 424 M | +USD 8.64 M | 13 | 5.99% | Aumentadas |
|