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 |
CG
Cutler Group
San Francisco,
California
| USD 104 M | +USD 75.2 M | 15 | 3.74% | Aumentadas |
|
| 627 |
Westchester Capital Management (New York)
Valhalla,
New York
| USD 104 M | +USD 71.7 M | 1 | 2.62% | Aumentadas |
|
| 628 |
Shelton Capital Management
Denver,
Colorado
| USD 103 M | +USD 463 k | 9 | 7.86% | Aumentadas |
|
| 629 |
Clough Capital Partners
Boston,
Massachusetts
| USD 103 M | -USD 58.2 M | 5 | 6.82% | Reducidas |
|
| 630 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 102 M | -USD 5.33 M | 2 | 3.75% | Reducidas |
|
| 631 |
FCM
Flinton Capital Management
Philadelphia,
Pennsylvania
| USD 102 M | +USD 101 M | 4 | 4.49% | Nuevas |
|
| 632 |
Brighton Jones LLC
Seattle,
Washington
| USD 101 M | -USD 44.8 M | 4 | 38.26% | Reducidas |
|
| 633 |
NA
Newport Asia
San Francisco,
California
| USD 101 M | +USD 16.3 M | 1 | 22.35% | Aumentadas |
|
| 634 |
GTP
Global Thematic Partners
New York
| USD 100 M | +USD 9.9 M | 2 | 3.37% | Aumentadas |
|
| 635 |
Becker Capital Management
Portland,
Oregon
| USD 100 M | -USD 3.65 M | 6 | 3.71% | Reducidas |
|
| 636 |
Summitry LLC
Foster City,
California
| USD 100 M | -USD 166 k | 4 | 9.73% | Reducidas |
|
| 637 |
3CP
3G Capital Partners
New York
| USD 100 M | +USD 6.42 M | 1 | 13.74% | Aumentadas |
|
| 638 |
IronBridge Capital Management
Oakbrook Terrace,
Illinois
| USD 99.3 M | -USD 111 k | 4 | 4.45% | Reducidas |
|
| 639 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| USD 99.1 M | +USD 2.8 M | 11 | 1.21% | Aumentadas |
|
| 640 |
Cannell & Spears
New York
| USD 99.1 M | -USD 5.42 M | 5 | 12.73% | Reducidas |
|
| 641 |
Equity Investment Corp
Atlanta,
Georgia
| USD 98.8 M | +USD 95.6 M | 1 | 3.18% | Nuevas |
|
| 642 |
Nippon Life Global Investors Americas
New York
| USD 98.7 M | +USD 504 k | 5 | 9.1% | Aumentadas |
|
| 643 |
AG
Aravt Global
New York
| USD 98.7 M | +USD 31.1 M | 1 | 7.08% | Aumentadas |
|
| 644 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 98.4 M | -USD 1.15 M | 10 | 5.08% | Reducidas |
|
| 645 |
Trinity Street Asset Management
London,
United Kingdom
| USD 98.1 M | +USD 6.28 M | 2 | 15.25% | Aumentadas |
|
| 646 |
BOK Financial
Tulsa,
Oklahoma
| USD 98 M | +USD 2.14 M | 9 | 3.22% | Aumentadas |
|
| 647 |
WesBanco Bank
Wheeling,
West Virginia
| USD 97.8 M | +USD 3.5 M | 7 | 5.58% | Aumentadas |
|
| 648 |
Maj Invest Holding A/S
Copenhagen K,
Denmark
| USD 97.6 M | +USD 24.5 M | 4 | 7.09% | Aumentadas |
|
| 649 |
CS McKee
Pittsburgh,
Pennsylvania
| USD 97.6 M | -USD 20.9 M | 4 | 7.44% | Reducidas |
|
| 650 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 97.6 M | +USD 528 k | 6 | 7.84% | Aumentadas |
|