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 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
| USD 155 M | +USD 2.91 M | 9 | 6.28% | Aumentadas |
|
| 627 |
Cambridge Trust
Cambridge,
Massachusetts
| USD 154 M | -USD 1.26 M | 7 | 8.92% | Reducidas |
|
| 628 |
PGEBT
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
| USD 154 M | -USD 20.6 M | 2 | 15.71% | Reducidas |
|
| 629 |
FI
Focused Investors
Los Angeles,
California
| USD 154 M | -USD 4.84 M | 1 | 6.73% | Reducidas |
|
| 630 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 153 M | -USD 17.5 M | 2 | 2.03% | Reducidas |
|
| 631 |
NM
NWI Management
New York
| USD 151 M | -USD 205 M | 1 | 12.56% | Reducidas |
|
| 632 |
Cannell & Spears
New York
| USD 150 M | -USD 1.6 M | 6 | 17.6% | Reducidas |
|
| 633 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
| USD 150 M | +USD 40.8 M | 17 | 5.52% | Aumentadas |
|
| 634 |
SH
SeaTown Holdings
Singapore
| USD 150 M | -USD 44 M | 5 | 27.35% | Reducidas |
|
| 635 |
Rheos Capital Works
Tokyo,
Japan
| USD 149 M | -USD 54.9 M | 2 | 19.96% | Reducidas |
|
| 636 |
BAM
Barrett Asset Management
New York
| USD 149 M | +USD 2.26 M | 9 | 9.82% | Aumentadas |
|
| 637 |
Zweig-DiMenna Associates
New York
| USD 149 M | +USD 3.94 M | 7 | 14.13% | Aumentadas |
|
| 638 |
Erste Asset Management
Vienna,
Austria
| USD 148 M | +USD 1.88 M | 10 | 7.87% | Aumentadas |
|
| 639 |
Colony Group
Boston,
Massachusetts
| USD 148 M | +USD 21.1 M | 8 | 4.69% | Aumentadas |
|
| 640 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 148 M | -USD 7.83 M | 12 | 7.43% | Reducidas |
|
| 641 |
Meag Munich Ergo
Munich,
Germany
| USD 147 M | +USD 5.11 M | 12 | 11.53% | Aumentadas |
|
| 642 |
IHL
Investment House LLC
Redondo Beach,
California
| USD 147 M | -USD 4.63 M | 8 | 15.4% | Reducidas |
|
| 643 |
Oslo Pensjonsforsikring
Oslo,
| USD 146 M | USD 0 | 4 | 28.32% | Mantenido |
|
| 644 |
NS Partners
London,
United Kingdom
| USD 146 M | -USD 1.93 M | 7 | 13.44% | Reducidas |
|
| 645 |
TCTC Holdings
Dallas,
Texas
| USD 146 M | -USD 5.86 M | 6 | 7.98% | Reducidas |
|
| 646 |
Nippon Life Global Investors Americas
New York
| USD 146 M | +USD 4.91 M | 4 | 11.09% | Aumentadas |
|
| 647 |
Senator Investment Group
New York
| USD 146 M | -USD 40.4 M | 1 | 2.68% | Reducidas |
|
| 648 |
Voloridge Investment Management
Jupiter,
Florida
| USD 145 M | -USD 20 M | 8 | 4.02% | Reducidas |
|
| 649 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 145 M | -USD 84.4 M | 3 | 16.62% | Reducidas |
|
| 650 |
Echo Street Capital Management
New York
| USD 145 M | +USD 36.6 M | 3 | 2.56% | Aumentadas |
|