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 | |
|---|---|---|---|---|---|---|---|
| 626 |
ICP
Indus Capital Partners
New York
| USD 98.2 M | +USD 20.5 M | 1 | 9.57% | Aumentadas |
|
| 627 |
Becker Capital Management
Portland,
Oregon
| USD 98 M | -USD 2.06 M | 6 | 4.22% | Reducidas |
|
| 628 |
Conning Inc
Hartford,
Connecticut
| USD 97.8 M | +USD 1.54 M | 9 | 4.1% | Aumentadas |
|
| 629 |
PC
PM Capital
Sydney,
Australia
| USD 97.6 M | -USD 4.77 M | 2 | 16.4% | Reducidas |
|
| 630 |
Quantitative Investment Management
Charlottesville,
Virginia
| USD 97.2 M | +USD 53.8 M | 6 | 4.7% | Aumentadas |
|
| 631 |
SC
SRB Corp
Boston,
Massachusetts
| USD 97.1 M | +USD 134 k | 2 | 15.28% | Aumentadas |
|
| 632 |
RP
RBS Partners
Bay Harbor Islands,
Florida
| USD 96.9 M | +USD 513 k | 1 | 8.59% | Aumentadas |
|
| 633 |
Zweig-DiMenna Associates
New York
| USD 96.8 M | -USD 33.2 M | 6 | 8.56% | Reducidas |
|
| 634 |
Zacks Investment Management
Chicago,
Illinois
| USD 96.1 M | +USD 994 k | 6 | 3.05% | Aumentadas |
|
| 635 |
Clough Capital Partners
Boston,
Massachusetts
| USD 95.4 M | +USD 7.8 M | 4 | 4.5% | Aumentadas |
|
| 636 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 95.3 M | -USD 4.64 M | 10 | 4.96% | Reducidas |
|
| 637 |
Weitz Investment Management
Omaha,
Nebraska
| USD 95.3 M | -USD 3.85 M | 4 | 3.34% | Reducidas |
|
| 638 |
Confluence Investment Management
St. Louis,
Missouri
| USD 95.2 M | +USD 1.84 M | 3 | 2.85% | Aumentadas |
|
| 639 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 95.1 M | -USD 848 k | 4 | 3.33% | Reducidas |
|
| 640 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 94.5 M | -USD 29.2 M | 5 | 6.05% | Reducidas |
|
| 641 |
Miller Howard Investments
Kingston,
New York
| USD 94.1 M | -USD 33.8 M | 1 | 1.74% | Reducidas |
|
| 642 |
IronBridge Capital Management
Oakbrook Terrace,
Illinois
| USD 94.1 M | +USD 2.47 M | 4 | 3.79% | Aumentadas |
|
| 643 |
Bridgewater Associates
Westport,
Connecticut
| USD 94.1 M | -USD 29.3 M | 6 | 1.19% | Reducidas |
|
| 644 |
Capital International Inc
Los Angeles,
California
| USD 93.3 M | -USD 22.4 M | 8 | 10.24% | Reducidas |
|
| 645 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| USD 93 M | -USD 25.6 M | 11 | 1.13% | Reducidas |
|
| 646 |
EverPoint Asset Management
Stamford,
Connecticut
| USD 92.9 M | -USD 39.6 M | 6 | 1.83% | Reducidas |
|
| 647 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 92.4 M | +USD 452 k | 7 | 7.12% | Aumentadas |
|
| 648 |
AA
Ancient Art
Austin,
Texas
| USD 92.3 M | -USD 63.5 M | 1 | 18.03% | Reducidas |
|
| 649 |
SAM
Scopus Asset Management
New York
| USD 92.1 M | -USD 24.1 M | 1 | 1.55% | Reducidas |
|
| 650 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 92 M | -USD 4.95 M | 6 | 9.75% | Reducidas |
|