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 |
United States Steel & Carnegie Pension Fund
New York
| USD 124 M | -USD 92.4 M | 2 | 5.15% | Reducidas |
|
| 627 |
NSRI
New Silk Road Investment
Singapore
| USD 124 M | -USD 6.63 M | 1 | 77.4% | Reducidas |
|
| 628 |
Douglass Winthrop Advisors
New York
| USD 123 M | -USD 495 k | 6 | 7.43% | Reducidas |
|
| 629 |
Castleark Management
Chicago,
Illinois
| USD 122 M | -USD 13.7 M | 5 | 4% | Reducidas |
|
| 630 |
AI
ArchPoint Investors
Coral Gables,
Florida
| USD 122 M | +USD 7.46 M | 4 | 38.81% | Aumentadas |
|
| 631 |
FCM
Flinton Capital Management
Philadelphia,
Pennsylvania
| USD 122 M | +USD 4.41 M | 5 | 4.46% | Aumentadas |
|
| 632 |
Impax Asset Management
Portsmouth,
New Hampshire
| USD 122 M | -USD 811 k | 5 | 6.86% | Reducidas |
|
| 633 |
SC
SRB Corp
Boston,
Massachusetts
| USD 121 M | +USD 181 k | 3 | 17.39% | Aumentadas |
|
| 634 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 121 M | USD 0 | 4 | 6.53% | Mantenido |
|
| 635 |
WesBanco Bank
Wheeling,
West Virginia
| USD 121 M | -USD 4.96 M | 9 | 6.56% | Reducidas |
|
| 636 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 120 M | +USD 17.3 M | 4 | 12.09% | Aumentadas |
|
| 637 |
BC
Brahman Capital
New York
| USD 120 M | +USD 109 M | 1 | 3.99% | Nuevas |
|
| 638 |
TCTC Holdings
Dallas,
Texas
| USD 120 M | -USD 430 k | 6 | 8.22% | Reducidas |
|
| 639 |
Cambridge Trust
Cambridge,
Massachusetts
| USD 120 M | -USD 8.21 M | 6 | 8.29% | Reducidas |
|
| 640 |
PCM
Palestra Capital Management
New York
| USD 119 M | -USD 15.6 M | 2 | 9.18% | Reducidas |
|
| 641 |
MVP
Miller Value Partners
Sarasota,
Florida
| USD 119 M | +USD 86.2 k | 4 | 4.84% | Aumentadas |
|
| 642 |
Washington Trust
Westerly,
Rhode Island
| USD 119 M | +USD 224 k | 8 | 7.27% | Aumentadas |
|
| 643 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 119 M | -USD 8.96 M | 7 | 2.7% | Reducidas |
|
| 644 |
TCM
Tekne Capital Management
New York
| USD 118 M | +USD 3.43 M | 3 | 25.56% | Aumentadas |
|
| 645 |
UMB Bank
Kansas City,
Missouri
| USD 118 M | +USD 13.9 M | 7 | 4.12% | Aumentadas |
|
| 646 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| USD 117 M | +USD 3.41 M | 12 | 1.18% | Aumentadas |
|
| 647 |
BOK Financial
Tulsa,
Oklahoma
| USD 117 M | +USD 2.57 M | 11 | 3.69% | Aumentadas |
|
| 648 |
Oak Ridge Investments
Chicago,
Illinois
| USD 117 M | +USD 8.13 M | 4 | 3.73% | Aumentadas |
|
| 649 |
IIM
Ivory Investment Management
New York
| USD 117 M | +USD 61.3 M | 3 | 4.35% | Aumentadas |
|
| 650 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 116 M | +USD 669 k | 10 | 8.74% | Aumentadas |
|