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 |
Chilton Investment Company
Stamford,
Connecticut
| USD 132 M | -USD 15.7 M | 4 | 4.65% | Reducidas |
|
| 677 |
TP
Thunderbird Partners
London,
United Kingdom
| USD 132 M | +USD 9.21 M | 1 | 16.56% | Aumentadas |
|
| 678 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 132 M | -USD 3.97 M | 4 | 21.09% | Reducidas |
|
| 679 |
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| USD 132 M | +USD 90.3 M | 4 | 16.26% | Aumentadas |
|
| 680 |
Zweig-DiMenna Associates
New York
| USD 131 M | +USD 39.1 M | 7 | 8.07% | Aumentadas |
|
| 681 |
SCCM
Schafer Cullen Capital Management
New York
| USD 131 M | -USD 2.45 M | 2 | 1.69% | Reducidas |
|
| 682 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 131 M | USD 0 | 2 | 5.56% | Mantenido |
|
| 683 |
Cannell & Spears
New York
| USD 130 M | -USD 972 k | 6 | 16.91% | Reducidas |
|
| 684 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
| USD 130 M | +USD 11.6 M | 3 | 9.19% | Aumentadas |
|
| 685 |
KWILP
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 130 M | +USD 8.27 M | 10 | 12.35% | Aumentadas |
|
| 686 |
Bridgeway Capital Management
Houston,
Texas
| USD 130 M | -USD 25.9 M | 8 | 1.32% | Reducidas |
|
| 687 |
General American Investors
New York
| USD 130 M | -USD 11.8 M | 4 | 11.81% | Reducidas |
|
| 688 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 129 M | +USD 2.08 M | 2 | 0.95% | Aumentadas |
|
| 689 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 129 M | +USD 18 M | 4 | 16.2% | Aumentadas |
|
| 690 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 128 M | +USD 75.5 M | 3 | 10.69% | Aumentadas |
|
| 691 |
Jasper Ridge Partners
Menlo Park,
California
| USD 128 M | +USD 2.81 M | 4 | 10.2% | Aumentadas |
|
| 692 |
TA
TRB Advisors
New York
| USD 128 M | +USD 105 M | 4 | 59.65% | Aumentadas |
|
| 693 |
Close Asset Management
London,
United Kingdom
| USD 128 M | -USD 5.16 k | 10 | 10.84% | Reducidas |
|
| 694 |
NSRI
New Silk Road Investment
Singapore
| USD 127 M | -USD 11 M | 1 | 53.43% | Reducidas |
|
| 695 |
Foresters Investment Management
New York
| USD 126 M | -USD 47.7 M | 5 | 2.15% | Reducidas |
|
| 696 |
FI
Focused Investors
Los Angeles,
California
| USD 126 M | -USD 28.3 M | 1 | 5.41% | Reducidas |
|
| 697 |
HAM
Honeycomb Asset Management
New York
| USD 126 M | -USD 92.6 M | 4 | 14.56% | Reducidas |
|
| 698 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 126 M | -USD 42.6 M | 6 | 8.99% | Reducidas |
|
| 699 |
Columbus Hill Capital Management
Short Hills,
New Jersey
| USD 126 M | -USD 28.8 M | 3 | 8.93% | Reducidas |
|
| 700 |
Badgley, Phelps & Bell
Seattle,
Washington
| USD 126 M | -USD 2.31 M | 8 | 8.16% | Reducidas |
|