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 |
Oak Ridge Investments
Chicago,
Illinois
| USD 120 M | -USD 5.09 M | 4 | 5.75% | Reducidas |
|
| 677 |
OI
Oakbrook Investments
Lisle,
Illinois
| USD 120 M | -USD 879 k | 9 | 7.64% | Reducidas |
|
| 678 |
Parallax Volatility Advisers
San Francisco,
California
| USD 120 M | -USD 23.3 M | 19 | 0.16% | Reducidas |
|
| 679 |
BBVA USA Bancshares
Houston,
Texas
| USD 119 M | -USD 2.05 M | 8 | 7.58% | Reducidas |
|
| 680 |
Bridgeway Capital Management
Houston,
Texas
| USD 119 M | -USD 20.3 M | 8 | 1.28% | Reducidas |
|
| 681 |
BG
Bollard Group
Boston,
Massachusetts
| USD 118 M | +USD 366 k | 9 | 5.69% | Aumentadas |
|
| 682 |
General American Investors
New York
| USD 118 M | -USD 6.84 M | 5 | 11.48% | Reducidas |
|
| 683 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 118 M | -USD 4.38 M | 6 | 3.66% | Reducidas |
|
| 684 |
Nippon Life Global Investors Americas
New York
| USD 118 M | -USD 6.85 M | 4 | 9.4% | Reducidas |
|
| 685 |
Inverness Counsel
New York
| USD 117 M | +USD 11.7 M | 5 | 7.37% | Aumentadas |
|
| 686 |
USG2
Union Square GP 2008
New York
| USD 117 M | +USD 116 M | 1 | 100% | Nuevas |
|
| 687 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 117 M | -USD 2.95 M | 4 | 19.3% | Reducidas |
|
| 688 |
Ursa Fund Management
Danville,
California
| USD 117 M | -USD 55.4 M | 1 | 4.44% | Reducidas |
|
| 689 |
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 117 M | -USD 6.39 M | 16 | 5.34% | Reducidas |
|
| 690 |
BAM
Barrett Asset Management
New York
| USD 116 M | -USD 2.36 M | 8 | 8.17% | Reducidas |
|
| 691 |
Cambiar Investors
Denver,
Colorado
| USD 116 M | -USD 5.95 M | 2 | 1.81% | Reducidas |
|
| 692 |
KCM
Kingstown Capital Management
New York
| USD 116 M | USD 0 | 2 | 13.58% | Mantenido |
|
| 693 |
Select Equity Group
New York
| USD 114 M | +USD 30.7 M | 2 | 0.91% | Aumentadas |
|
| 694 |
ICP
Indus Capital Partners
New York
| USD 114 M | -USD 16.2 M | 1 | 11.15% | Reducidas |
|
| 695 |
TP
Thunderbird Partners
London,
United Kingdom
| USD 114 M | -USD 58.8 M | 1 | 14.13% | Reducidas |
|
| 696 |
GLG LLC
New York
| USD 114 M | +USD 3.58 M | 9 | 8.17% | Aumentadas |
|
| 697 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 114 M | -USD 2.63 M | 8 | 6.87% | Reducidas |
|
| 698 |
Osterweis Capital Management
San Francisco,
California
| USD 113 M | +USD 25.3 M | 4 | 8.04% | Aumentadas |
|
| 699 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 113 M | -USD 1.87 M | 7 | 8.95% | Reducidas |
|
| 700 |
Junto Capital Management
New York
| USD 113 M | -USD 1.57 M | 2 | 8.65% | Reducidas |
|