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 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 112 M | -USD 27.5 M | 6 | 3.59% | Reducidas |
|
| 702 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 111 M | +USD 5.36 M | 4 | 22.94% | Aumentadas |
|
| 703 |
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 111 M | -USD 3.52 M | 13 | 6.04% | Reducidas |
|
| 704 |
Ingalls & Snyder LLC
New York
| USD 111 M | +USD 2.65 M | 9 | 5.85% | Aumentadas |
|
| 705 |
JC
Joho Capital
New York
| USD 111 M | USD 0 | 1 | 24.81% | Mantenido |
|
| 706 |
Trinity Street Asset Management
London,
United Kingdom
| USD 111 M | +USD 7.44 M | 3 | 26.64% | Aumentadas |
|
| 707 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 110 M | -USD 590 k | 7 | 17.14% | Reducidas |
|
| 708 |
WM
WS Management
Jacksonville,
Florida
| USD 110 M | -USD 29.8 M | 3 | 5.36% | Reducidas |
|
| 709 |
Badgley, Phelps & Bell
Seattle,
Washington
| USD 110 M | -USD 3.3 M | 8 | 7.96% | Reducidas |
|
| 710 |
Oak Ridge Investments
Chicago,
Illinois
| USD 110 M | -USD 1.98 M | 4 | 7.92% | Reducidas |
|
| 711 |
Hancock Whitney
Gulfport,
Mississippi
| USD 110 M | +USD 8.44 M | 12 | 3.71% | Aumentadas |
|
| 712 |
Erste Asset Management
Vienna,
Austria
| USD 109 M | +USD 116 M | 10 | 7.35% | Nuevas |
|
| 713 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 109 M | +USD 1.54 M | 3 | 21.1% | Aumentadas |
|
| 714 |
HBK Investments
Dallas,
Texas
| USD 109 M | -USD 147 M | 8 | 1.16% | Reducidas |
|
| 715 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 109 M | -USD 322 k | 6 | 8.59% | Reducidas |
|
| 716 |
AAM
AO Asset Management
New York
| USD 108 M | +USD 41.9 M | 4 | 14.62% | Aumentadas |
|
| 717 |
Chartwell Investment Partners
Berywn,
Pennsylvania
| USD 108 M | -USD 10.9 M | 9 | 3.79% | Reducidas |
|
| 718 |
Clal Insurance
Tel-Aviv,
Israel
| USD 107 M | +USD 57 M | 3 | 2.78% | Aumentadas |
|
| 719 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 107 M | +USD 1.3 M | 8 | 7.16% | Aumentadas |
|
| 720 |
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 107 M | +USD 118 M | 1 | 3.53% | Nuevas |
|
| 721 |
Close Asset Management
London,
United Kingdom
| USD 107 M | -USD 208 M | 9 | 11.79% | Reducidas |
|
| 722 |
Stephens Inc
Little Rock,
Arkansas
| USD 107 M | +USD 130 k | 13 | 3.02% | Aumentadas |
|
| 723 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 106 M | -USD 2.63 M | 6 | 10.28% | Reducidas |
|
| 724 |
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 106 M | +USD 692 k | 9 | 11.12% | Aumentadas |
|
| 725 |
WhitTier Trust Company
Reno,
Nevada
| USD 106 M | +USD 670 k | 15 | 8.76% | Aumentadas |
|