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 | |
|---|---|---|---|---|---|---|---|
| 676 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 108 M | -USD 3.21 M | 6 | 3.9% | Reducidas |
|
| 677 |
BBVA USA Bancshares
Houston,
Texas
| USD 108 M | -USD 774 k | 8 | 7.09% | Reducidas |
|
| 678 |
CS McKee
Pittsburgh,
Pennsylvania
| USD 108 M | -USD 2.25 M | 4 | 8.59% | Reducidas |
|
| 679 |
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 107 M | +USD 6.55 M | 7 | 15.1% | Aumentadas |
|
| 680 |
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 107 M | +USD 1.18 M | 16 | 5.18% | Aumentadas |
|
| 681 |
Northeast Investment Management
Boston,
Massachusetts
| USD 107 M | +USD 6.17 M | 7 | 9.72% | Aumentadas |
|
| 682 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 106 M | +USD 7.49 M | 2 | 5.02% | Aumentadas |
|
| 683 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 105 M | -USD 648 k | 6 | 5.98% | Reducidas |
|
| 684 |
Cortland Associates
St Louis,
Missouri
| USD 105 M | -USD 1.95 M | 5 | 20.21% | Reducidas |
|
| 685 |
Columbus Hill Capital Management
Short Hills,
New Jersey
| USD 105 M | -USD 5.14 M | 2 | 10.55% | Reducidas |
|
| 686 |
TDAM USA
Toronto,
Ontario, Canada
| USD 104 M | -USD 18.5 M | 7 | 5.38% | Reducidas |
|
| 687 |
Chilton Investment Company
Stamford,
Connecticut
| USD 104 M | -USD 2.74 M | 5 | 4.01% | Reducidas |
|
| 688 |
BAM
Barrett Asset Management
New York
| USD 104 M | +USD 5.44 M | 7 | 7.86% | Aumentadas |
|
| 689 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 103 M | -USD 77.8 k | 8 | 6.94% | Reducidas |
|
| 690 |
Select Equity Group
New York
| USD 103 M | -USD 80 M | 3 | 0.73% | Reducidas |
|
| 691 |
Vaughan David Investments
Peoria,
Illinois
| USD 103 M | +USD 1.23 M | 5 | 5.17% | Aumentadas |
|
| 692 |
Close Asset Management
London,
United Kingdom
| USD 103 M | -USD 2.95 M | 9 | 11.44% | Reducidas |
|
| 693 |
Antipodes Partners
Royal Exchange,
Australia
| USD 102 M | +USD 22 M | 2 | 13.44% | Aumentadas |
|
| 694 |
FFH
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| USD 102 M | -USD 110 M | 1 | 9.02% | Reducidas |
|
| 695 |
Klingenstein Fields & Co
New York
| USD 102 M | +USD 354 k | 6 | 3.98% | Aumentadas |
|
| 696 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 102 M | -USD 2.37 M | 4 | 7.24% | Reducidas |
|
| 697 |
TT International
London,
United Kingdom
| USD 102 M | -USD 8.69 M | 3 | 23.89% | Reducidas |
|
| 698 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 101 M | -USD 32.2 M | 6 | 11.98% | Reducidas |
|
| 699 |
IHL
Investment House LLC
Redondo Beach,
California
| USD 101 M | -USD 942 k | 8 | 13.54% | Reducidas |
|
| 700 |
ESG
Emerging Sovereign Group
New York
| USD 101 M | +USD 10.9 M | 2 | 25.7% | Aumentadas |
|