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 | |
|---|---|---|---|---|---|---|---|
| 701 |
Penn Davis McFarland
Dallas,
Texas
| USD 50.5 M | -USD 4.9 M | 2 | 12.12% | Reducidas |
|
| 702 |
Zacks Investment Management
Chicago,
Illinois
| USD 50.3 M | -USD 12.3 M | 6 | 1.98% | Reducidas |
|
| 703 |
Myriad Asset Management
North Point,
Hong Kong
| USD 50.3 M | +USD 2.93 M | 1 | 12.97% | Aumentadas |
|
| 704 |
Granite Investment Partners
El Segundo,
California
| USD 50.2 M | -USD 3.5 M | 5 | 7.72% | Reducidas |
|
| 705 |
Palladium Partners
Norfolk,
Virginia
| USD 50 M | -USD 470 k | 4 | 4.74% | Reducidas |
|
| 706 |
Osborne Partners Capital Management
San Francisco,
California
| USD 50 M | -USD 4.65 M | 5 | 6.52% | Reducidas |
|
| 707 |
Mid Continent Capital
Chicago,
Illinois
| USD 49.7 M | -USD 757 k | 4 | 3.07% | Reducidas |
|
| 708 |
Pine River Capital Management
Minnetonka,
Minnesota
| USD 49.6 M | +USD 15.2 M | 3 | 0.6% | Aumentadas |
|
| 709 |
Vision Capital Management
Portland,
Oregon
| USD 49.6 M | -USD 25.3 M | 5 | 5.9% | Reducidas |
|
| 710 |
First Mercantile Trust
Cordova,
Tennessee
| USD 49.4 M | -USD 2.47 M | 9 | 3.86% | Reducidas |
|
| 711 |
CNA Financial
Chicago,
Illinois
| USD 49.4 M | +USD 1.03 M | 4 | 9.66% | Aumentadas |
|
| 712 |
Daiwa Capital Markets America
New York
| USD 49.3 M | +USD 45.6 M | 9 | 0.42% | Nuevas |
|
| 713 |
Daiwa Securities Group
Tokyo,
Japan
| USD 49.3 M | -USD 7.98 M | 9 | 0.42% | Reducidas |
|
| 714 |
Ariel Investments
Chicago,
Illinois
| USD 49.3 M | +USD 23.4 M | 3 | 0.61% | Aumentadas |
|
| 715 |
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 49.2 M | -USD 1.22 M | 5 | 5.27% | Reducidas |
|
| 716 |
Boston Advisors
Boston,
Massachusetts
| USD 48.9 M | -USD 5.71 M | 7 | 2.33% | Reducidas |
|
| 717 |
Cambridge Trust
Cambridge,
Massachusetts
| USD 48.8 M | -USD 5.47 M | 5 | 4.53% | Reducidas |
|
| 718 |
BSPF
British Steel Pension Fund
London,
United Kingdom
| USD 48.7 M | -USD 2.71 M | 5 | 4.77% | Reducidas |
|
| 719 |
General Motors Investment Management
New York
| USD 48.5 M | +USD 831 k | 7 | 3.93% | Aumentadas |
|
| 720 |
Confluence Investment Management
St. Louis,
Missouri
| USD 48.5 M | -USD 5.43 M | 3 | 2.68% | Reducidas |
|
| 721 |
ACM
Addison Clark Management
Stamford,
Connecticut
| USD 48.4 M | +USD 43.5 M | 1 | 4.65% | Nuevas |
|
| 722 |
NAM
North American Management
Boston,
Massachusetts
| USD 48.3 M | -USD 1.82 M | 3 | 8.49% | Reducidas |
|
| 723 |
Foundry Partners
Minneapolis,
Minnesota
| USD 48.3 M | +USD 44.3 M | 3 | 4.34% | Nuevas |
|
| 724 |
WhitTier Trust Company
Reno,
Nevada
| USD 48.1 M | +USD 2.34 M | 10 | 5.79% | Aumentadas |
|
| 725 |
PIM
Partner Investment Management
San Francisco,
California
| USD 47.9 M | +USD 31 M | 2 | 10.87% | Aumentadas |
|