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 |
Confluence Investment Management
St. Louis,
Missouri
| USD 252 M | -USD 4.53 M | 7 | 3.74% | Reducidas |
|
| 627 |
Cederberg Capital
London,
United Kingdom
| USD 250 M | -USD 27.9 M | 1 | 9.2% | Reducidas |
|
| 628 |
Northeast Investment Management
Boston,
Massachusetts
| USD 250 M | -USD 447 k | 8 | 15.23% | Reducidas |
|
| 629 |
TenCore Partners
New York
| USD 250 M | +USD 22.2 M | 4 | 48.09% | Aumentadas |
|
| 630 |
TP
Thunderbird Partners
London,
United Kingdom
| USD 249 M | -USD 66.8 M | 2 | 20.64% | Reducidas |
|
| 631 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 248 M | -USD 3.87 M | 10 | 10.82% | Reducidas |
|
| 632 |
GAM Holding
Zurich,
Switzerland
| USD 248 M | +USD 7.67 M | 10 | 14.71% | Aumentadas |
|
| 633 |
Prelude Capital Management
New York
| USD 247 M | +USD 196 M | 15 | 6.28% | Aumentadas |
|
| 634 |
Boothbay Fund Management
New York
| USD 246 M | +USD 185 M | 17 | 9.17% | Aumentadas |
|
| 635 |
Nippon Life Global Investors Americas
New York
| USD 246 M | -USD 11.7 M | 3 | 14.66% | Reducidas |
|
| 636 |
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 246 M | +USD 21.4 M | 4 | 26.51% | Aumentadas |
|
| 637 |
DCP
Darsana Capital Partners
New York
| USD 245 M | +USD 152 M | 1 | 6.92% | Aumentadas |
|
| 638 |
WCM Investment Management
Laguna Beach,
California
| USD 245 M | +USD 56 M | 3 | 0.67% | Aumentadas |
|
| 639 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 245 M | +USD 22.6 M | 4 | 4.65% | Aumentadas |
|
| 640 |
Coldstream Capital Management
Bellevue,
Washington
| USD 245 M | +USD 16.7 M | 7 | 14.76% | Aumentadas |
|
| 641 |
Psagot Value Holdings
Tel Aviv,
Israel
| USD 245 M | -USD 64.8 M | 10 | 5.66% | Reducidas |
|
| 642 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 244 M | +USD 99 M | 3 | 4.39% | Aumentadas |
|
| 643 |
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 243 M | +USD 1.55 M | 6 | 18.79% | Aumentadas |
|
| 644 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 243 M | +USD 160 k | 11 | 3.19% | Aumentadas |
|
| 645 |
Capital Counsel
New York
| USD 241 M | +USD 3.95 M | 6 | 14.14% | Aumentadas |
|
| 646 |
Hexavest
Montreal,
Quebec, Canada
| USD 241 M | -USD 111 M | 11 | 9.08% | Reducidas |
|
| 647 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 241 M | USD 0 | 2 | 6.53% | Mantenido |
|
| 648 |
Montag & Caldwell
Atlanta,
Georgia
| USD 241 M | -USD 4.01 M | 5 | 13.27% | Reducidas |
|
| 649 |
Cresset Asset Management
Chicago,
Illinois
| USD 240 M | -USD 5.9 M | 15 | 3.9% | Reducidas |
|
| 650 |
Braun Stacey Associates
New York
| USD 240 M | +USD 6.79 M | 4 | 10.78% | Aumentadas |
|