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 |
Braun Stacey Associates
New York
| USD 335 M | -USD 16.9 M | 4 | 12.24% | Reducidas |
|
| 627 |
Great Lakes Advisors
Chicago,
Illinois
| USD 330 M | -USD 48.9 M | 8 | 5.02% | Reducidas |
|
| 628 |
JC
Joho Capital
New York
| USD 330 M | -USD 31.3 M | 4 | 45.61% | Reducidas |
|
| 629 |
Walleye Trading
New York
| USD 329 M | +USD 116 M | 19 | 1.08% | Aumentadas |
|
| 630 |
Cetera Investment Advisers
Schaumburg,
Illinois
| USD 329 M | +USD 11.8 M | 22 | 4.71% | Aumentadas |
|
| 631 |
HS Management Partners
New York
| USD 328 M | -USD 23.6 M | 2 | 8.68% | Reducidas |
|
| 632 |
JCM
JS Capital Management
New York
| USD 327 M | -USD 24.7 M | 5 | 14.88% | Reducidas |
|
| 633 |
Ninety One North America
New York
| USD 326 M | +USD 32.7 M | 5 | 11.41% | Aumentadas |
|
| 634 |
Cambridge Trust
Cambridge,
Massachusetts
| USD 326 M | +USD 22.5 M | 19 | 10.52% | Aumentadas |
|
| 635 |
Oakmont Corp
Los Angeles,
California
| USD 325 M | USD 0 | 4 | 25.74% | Mantenido |
|
| 636 |
People's United Financial
Bridgeport,
Connecticut
| USD 323 M | -USD 45.4 M | 12 | 7.75% | Reducidas |
|
| 637 |
Stonegate Investment Group
Birmingham,
Alabama
| USD 323 M | +USD 315 M | 7 | 13.55% | Nuevas |
|
| 638 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 321 M | +USD 25.9 M | 5 | 11.78% | Aumentadas |
|
| 639 |
Cannell & Spears
New York
| USD 320 M | +USD 9.11 M | 9 | 21.62% | Aumentadas |
|
| 640 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 320 M | -USD 25.1 M | 1 | 2.35% | Reducidas |
|
| 641 |
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 318 M | -USD 2.62 M | 19 | 11.09% | Reducidas |
|
| 642 |
Bailard
Foster City,
California
| USD 312 M | -USD 2.1 M | 10 | 9.95% | Reducidas |
|
| 643 |
Northeast Investment Management
Boston,
Massachusetts
| USD 312 M | -USD 3.72 M | 7 | 15.2% | Reducidas |
|
| 644 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 311 M | +USD 557 k | 13 | 10.9% | Aumentadas |
|
| 645 |
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| USD 308 M | -USD 9.28 M | 6 | 14.71% | Reducidas |
|
| 646 |
RegentAtlantic Capital
Morristown,
New Jersey
| USD 308 M | +USD 2.87 M | 14 | 8.59% | Aumentadas |
|
| 647 |
Cubist Systematic Strategies
Stamford,
Connecticut
| USD 308 M | +USD 124 M | 28 | 2.93% | Aumentadas |
|
| 648 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 307 M | -USD 5.03 M | 6 | 5.83% | Reducidas |
|
| 649 |
Meyer Handelman Company
Rye Brook,
New York
| USD 306 M | -USD 2.87 M | 8 | 11.42% | Reducidas |
|
| 650 |
Atria Investments
Charlotte,
North Carolina
| USD 305 M | +USD 508 k | 10 | 5.44% | Aumentadas |
|