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 |
Iconiq Capital
San Francisco,
California
| USD 180 M | +USD 138 M | 5 | 13.42% | Aumentadas |
|
| 627 |
HP
Hound Partners
New York
| USD 179 M | -USD 21.8 M | 2 | 12.42% | Reducidas |
|
| 628 |
OH
Overlook Holdings
Tortola,
British Virgin Islands
| USD 179 M | +USD 17.1 M | 1 | 41.52% | Aumentadas |
|
| 629 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 177 M | -USD 1.21 M | 2 | 2.21% | Reducidas |
|
| 630 |
AAM
Ardevora Asset Management
London,
United Kingdom
| USD 177 M | -USD 47.2 M | 4 | 3.98% | Reducidas |
|
| 631 |
Investment House LLC
Redondo Beach,
California
| USD 176 M | +USD 3.95 M | 9 | 16.35% | Aumentadas |
|
| 632 |
Colony Group
Boston,
Massachusetts
| USD 176 M | +USD 5.84 M | 8 | 4.45% | Aumentadas |
|
| 633 |
Nippon Life Global Investors Americas
New York
| USD 176 M | +USD 9.5 M | 3 | 11.97% | Aumentadas |
|
| 634 |
GW&K Investment Management
Boston,
Massachusetts
| USD 176 M | -USD 1.84 M | 4 | 2.35% | Reducidas |
|
| 635 |
Miller Value Partners
Sarasota,
Florida
| USD 176 M | -USD 3.26 M | 5 | 6.23% | Reducidas |
|
| 636 |
Bridgeway Capital Management
Houston,
Texas
| USD 175 M | -USD 4.87 M | 11 | 2.35% | Reducidas |
|
| 637 |
Credit Agricole
Montrouge Cedex,
France
| USD 174 M | -USD 31.2 M | 9 | 9.72% | Reducidas |
|
| 638 |
Focused Investors
Los Angeles,
California
| USD 174 M | -USD 5.48 M | 1 | 6.91% | Reducidas |
|
| 639 |
Level Four Advisory Services
Dallas,
Texas
| USD 174 M | +USD 6.44 M | 9 | 6.89% | Aumentadas |
|
| 640 |
BAM
Barrett Asset Management
New York
| USD 174 M | +USD 1.1 M | 8 | 10.62% | Aumentadas |
|
| 641 |
Tarsadia Capital
New York
| USD 174 M | +USD 154 M | 2 | 19.35% | Nuevas |
|
| 642 |
Meyer Handelman Company
Rye Brook,
New York
| USD 173 M | -USD 318 k | 8 | 8.32% | Reducidas |
|
| 643 |
Impax Asset Management Group
London,
United Kingdom
| USD 172 M | +USD 7.12 M | 8 | 1.92% | Aumentadas |
|
| 644 |
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
| USD 172 M | USD 0 | 1 | 15.65% | Mantenido |
|
| 645 |
WesBanco Bank
Wheeling,
West Virginia
| USD 171 M | +USD 1.11 M | 9 | 7.82% | Aumentadas |
|
| 646 |
United Services Automobile Association
San Antonio,
Texas
| USD 170 M | -USD 41.8 M | 7 | 1.94% | Reducidas |
|
| 647 |
Cubist Systematic Strategies
Stamford,
Connecticut
| USD 170 M | +USD 100 M | 20 | 3.12% | Aumentadas |
|
| 648 |
Tiedemann Advisors
New York
| USD 170 M | -USD 7.24 M | 7 | 8.13% | Reducidas |
|
| 649 |
Locust Wood Capital Advisers
New York
| USD 170 M | +USD 3.08 M | 4 | 12.57% | Aumentadas |
|
| 650 |
Northeast Investment Management
Boston,
Massachusetts
| USD 169 M | -USD 976 k | 8 | 12.45% | Reducidas |
|