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 | |
|---|---|---|---|---|---|---|---|
| 651 |
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 105 M | -USD 28.2 M | 10 | 4.12% | Reducidas |
|
| 652 |
Jana Partners
New York
| USD 105 M | +USD 103 M | 1 | 1.96% | Nuevas |
|
| 653 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 105 M | -USD 2.54 M | 10 | 5.29% | Reducidas |
|
| 654 |
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 105 M | +USD 77.6 M | 5 | 10.4% | Aumentadas |
|
| 655 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| USD 105 M | +USD 101 M | 14 | 1.97% | Nuevas |
|
| 656 |
Synovus Financial
Columbus,
Georgia
| USD 104 M | +USD 2.12 M | 11 | 2.19% | Aumentadas |
|
| 657 |
AI
ArchPoint Investors
Coral Gables,
Florida
| USD 104 M | +USD 78.3 M | 3 | 39.22% | Aumentadas |
|
| 658 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 104 M | +USD 12.9 M | 11 | 1.77% | Aumentadas |
|
| 659 |
Light Street Capital Management
Palo Alto,
California
| USD 104 M | +USD 13.4 M | 3 | 8.33% | Aumentadas |
|
| 660 |
Darrell & King
Charlottesville,
Virginia
| USD 104 M | +USD 21.2 M | 5 | 17% | Aumentadas |
|
| 661 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 103 M | -USD 1.15 M | 8 | 8.43% | Reducidas |
|
| 662 |
HS
Huntington Steele
Oaks,
Pennsylvania
| USD 102 M | -USD 749 k | 4 | 31.77% | Reducidas |
|
| 663 |
Chilton Investment Company
Stamford,
Connecticut
| USD 102 M | -USD 20.7 M | 5 | 3.99% | Reducidas |
|
| 664 |
Cadian Capital Management
New York
| USD 102 M | -USD 28.7 M | 4 | 4.89% | Reducidas |
|
| 665 |
CS McKee
Pittsburgh,
Pennsylvania
| USD 102 M | -USD 3.85 M | 4 | 8.11% | Reducidas |
|
| 666 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 101 M | -USD 2.41 M | 7 | 6.93% | Reducidas |
|
| 667 |
Mondrian Investment Partners
London,
United Kingdom
| USD 101 M | -USD 23.8 M | 1 | 2.84% | Reducidas |
|
| 668 |
Oak Ridge Investments
Chicago,
Illinois
| USD 101 M | +USD 12.2 M | 4 | 3.39% | Aumentadas |
|
| 669 |
NSRI
New Silk Road Investment
Singapore
| USD 100 M | -USD 1.21 M | 1 | 75.46% | Reducidas |
|
| 670 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 100 M | USD 0 | 2 | 4.88% | Mantenido |
|
| 671 |
TCM
Tekne Capital Management
New York
| USD 100 M | -USD 19 M | 3 | 18.04% | Reducidas |
|
| 672 |
Equity Investment Corp
Atlanta,
Georgia
| USD 100 M | -USD 4.4 M | 1 | 3.26% | Reducidas |
|
| 673 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 100 M | -USD 1.41 M | 6 | 5.96% | Reducidas |
|
| 674 |
SCGE Management
Menlo Park,
California
| USD 100 M | -USD 16.5 M | 3 | 25.91% | Reducidas |
|
| 675 |
Tremblant Capital Group
West Palm Beach,
Florida
| USD 99.4 M | -USD 11.5 M | 2 | 6.92% | Reducidas |
|