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 |
RA
RiverPark Advisors
New York
| USD 112 M | +USD 96 M | 3 | 7.39% | Aumentadas |
|
| 627 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
| USD 111 M | -USD 4.12 M | 8 | 14.21% | Reducidas |
|
| 628 |
Conning Inc
Hartford,
Connecticut
| USD 111 M | -USD 1.34 M | 10 | 4.11% | Reducidas |
|
| 629 |
CG
Cutler Group
San Francisco,
California
| USD 111 M | -USD 3.15 M | 21 | 4.62% | Reducidas |
|
| 630 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 111 M | -USD 11.9 M | 4 | 5.67% | Reducidas |
|
| 631 |
FCM
Flinton Capital Management
Philadelphia,
Pennsylvania
| USD 110 M | -USD 3.03 M | 4 | 4.24% | Reducidas |
|
| 632 |
Maj Invest Holding A/S
Copenhagen K,
Denmark
| USD 110 M | +USD 6.63 M | 4 | 7.89% | Aumentadas |
|
| 633 |
Trinity Street Asset Management
London,
United Kingdom
| USD 109 M | -USD 5.34 M | 2 | 18.05% | Reducidas |
|
| 634 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 109 M | -USD 14.2 M | 10 | 8.42% | Reducidas |
|
| 635 |
Nippon Life Global Investors Americas
New York
| USD 109 M | +USD 287 k | 5 | 9.73% | Aumentadas |
|
| 636 |
3CP
3G Capital Partners
New York
| USD 109 M | +USD 3.16 M | 1 | 8.49% | Aumentadas |
|
| 637 |
MVP
Miller Value Partners
Sarasota,
Florida
| USD 109 M | +USD 11.2 M | 1 | 4.8% | Aumentadas |
|
| 638 |
PFM Health Sciences
San Francisco,
California
| USD 109 M | +USD 62.8 M | 2 | 2.73% | Aumentadas |
|
| 639 |
Cannell & Spears
New York
| USD 108 M | -USD 61 k | 5 | 13.71% | Reducidas |
|
| 640 |
BOK Financial
Tulsa,
Oklahoma
| USD 108 M | +USD 1.88 M | 10 | 3.38% | Aumentadas |
|
| 641 |
Braun Stacey Associates
New York
| USD 108 M | -USD 4.85 M | 6 | 6.87% | Reducidas |
|
| 642 |
UIA
UG Investment Advisers
Taipei,
Taiwan
| USD 108 M | -USD 3.8 M | 1 | 77.99% | Reducidas |
|
| 643 |
Intermede Investment Partners
London,
United Kingdom
| USD 108 M | +USD 7.25 M | 2 | 11.27% | Aumentadas |
|
| 644 |
SD
Sumway Development
Shanghai,
China
| USD 107 M | USD 0 | 2 | 47.4% | Mantenido |
|
| 645 |
Washington Trust
Westerly,
Rhode Island
| USD 107 M | -USD 1.01 M | 8 | 6.8% | Reducidas |
|
| 646 |
Iconiq Capital
San Francisco,
California
| USD 107 M | -USD 1.39 M | 2 | 11.93% | Reducidas |
|
| 647 |
Stockbridge Partners
Boston,
Massachusetts
| USD 107 M | +USD 362 k | 1 | 5.03% | Aumentadas |
|
| 648 |
Myriad Asset Management
North Point,
Hong Kong
| USD 107 M | +USD 19.7 M | 2 | 7.9% | Aumentadas |
|
| 649 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 106 M | -USD 36.9 M | 6 | 3.76% | Reducidas |
|
| 650 |
AG
Aravt Global
New York
| USD 106 M | USD 0 | 1 | 7.72% | Mantenido |
|