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 |
Cannell & Spears
New York
| USD 125 M | -USD 3.21 M | 6 | 18.29% | Reducidas |
|
| 652 |
Focused Investors
Los Angeles,
California
| USD 124 M | -USD 5.52 M | 1 | 5.7% | Reducidas |
|
| 653 |
Poplar Forest Capital
Pasadena,
California
| USD 124 M | +USD 51.4 M | 5 | 9.18% | Aumentadas |
|
| 654 |
Investment House LLC
Redondo Beach,
California
| USD 124 M | -USD 3.1 M | 8 | 15.43% | Reducidas |
|
| 655 |
Private Advisor Group
Morristown,
New Jersey
| USD 124 M | +USD 6.46 M | 11 | 2.98% | Aumentadas |
|
| 656 |
Saturna Capital
Bellingham,
Washington
| USD 124 M | -USD 33.7 M | 6 | 4.16% | Reducidas |
|
| 657 |
Origin Asset Management
London,
United Kingdom
| USD 123 M | -USD 11.7 M | 5 | 11.27% | Reducidas |
|
| 658 |
General American Investors
New York
| USD 123 M | +USD 1.73 M | 4 | 12.89% | Aumentadas |
|
| 659 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 123 M | -USD 1.49 M | 6 | 8% | Reducidas |
|
| 660 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 123 M | -USD 15.6 M | 12 | 6.95% | Reducidas |
|
| 661 |
Fullerton Fund Management
Singapore
| USD 122 M | +USD 24.7 M | 1 | 69.5% | Aumentadas |
|
| 662 |
Omega Advisors
New York
| USD 122 M | -USD 154 M | 3 | 11.95% | Reducidas |
|
| 663 |
TCTC Holdings
Dallas,
Texas
| USD 122 M | -USD 173 k | 6 | 6.82% | Reducidas |
|
| 664 |
Ninety One North America
New York
| USD 121 M | -USD 53.7 M | 7 | 12.91% | Reducidas |
|
| 665 |
NS Partners
London,
United Kingdom
| USD 121 M | +USD 2.09 M | 5 | 12.96% | Aumentadas |
|
| 666 |
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 121 M | +USD 18.5 M | 5 | 21.06% | Aumentadas |
|
| 667 |
Miller Value Partners
Sarasota,
Florida
| USD 121 M | -USD 28.8 M | 4 | 5.48% | Reducidas |
|
| 668 |
KM
Kylin Management
New York
| USD 121 M | -USD 5.28 M | 1 | 38.64% | Reducidas |
|
| 669 |
Valiant Capital Management
San Francisco,
California
| USD 120 M | +USD 8.17 M | 2 | 11.33% | Aumentadas |
|
| 670 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| USD 120 M | +USD 30 M | 9 | 3.23% | Aumentadas |
|
| 671 |
Klingenstein Fields & Co
New York
| USD 120 M | -USD 7.34 M | 5 | 5.09% | Reducidas |
|
| 672 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 120 M | +USD 550 k | 2 | 1.02% | Aumentadas |
|
| 673 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 120 M | -USD 37.5 M | 5 | 10.72% | Reducidas |
|
| 674 |
La Financiere de L'Echiquier
Paris,
France
| USD 119 M | +USD 34.2 M | 5 | 23.3% | Aumentadas |
|
| 675 |
Luxor Capital Group
New York
| USD 119 M | +USD 34.5 M | 3 | 4.4% | Aumentadas |
|