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 | |
|---|---|---|---|---|---|---|---|
| 726 |
New Silk Road Investment
Singapore
| USD 123 M | -USD 816 k | 1 | 46.24% | Reducidas |
|
| 727 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 123 M | +USD 18.5 M | 4 | 3.08% | Aumentadas |
|
| 728 |
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 122 M | +USD 10.2 M | 3 | 7.82% | Aumentadas |
|
| 729 |
Colony Group
Boston,
Massachusetts
| USD 122 M | +USD 372 k | 8 | 5.11% | Aumentadas |
|
| 730 |
Cambiar Investors
Denver,
Colorado
| USD 122 M | -USD 30 M | 3 | 2.9% | Reducidas |
|
| 731 |
Citizens Financial Group
Providence,
Rhode Island
| USD 122 M | +USD 6.61 M | 12 | 8.97% | Aumentadas |
|
| 732 |
Renaissance Group
Covington,
Kentucky
| USD 122 M | -USD 26.1 M | 6 | 4.85% | Reducidas |
|
| 733 |
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
| USD 120 M | +USD 3.93 M | 5 | 5.14% | Aumentadas |
|
| 734 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 120 M | -USD 12.8 M | 1 | 6.19% | Reducidas |
|
| 735 |
GTP
Global Thematic Partners
New York
| USD 120 M | -USD 7.46 M | 2 | 5.59% | Reducidas |
|
| 736 |
Lannebo Fonder
Stockholm,
Sweden
| USD 120 M | +USD 1.97 M | 6 | 38.36% | Aumentadas |
|
| 737 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 120 M | -USD 18 M | 3 | 9.05% | Reducidas |
|
| 738 |
Cederberg Capital
London,
United Kingdom
| USD 119 M | +USD 13.5 M | 1 | 37.91% | Aumentadas |
|
| 739 |
Wealthfront Advisers
Palo Alto,
California
| USD 119 M | -USD 1.64 M | 9 | 1.1% | Reducidas |
|
| 740 |
Fir Tree Capital Management
New York
| USD 118 M | -USD 4.52 M | 1 | 10.08% | Reducidas |
|
| 741 |
Private Wealth Partners
Mill Valley,
California
| USD 118 M | -USD 117 k | 6 | 19.34% | Reducidas |
|
| 742 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 117 M | -USD 67.6 k | 10 | 11.35% | Reducidas |
|
| 743 |
First Quadrant
Glendale,
California
| USD 117 M | -USD 5.21 M | 9 | 8.97% | Reducidas |
|
| 744 |
CS McKee
Pittsburgh,
Pennsylvania
| USD 117 M | -USD 1.9 M | 4 | 10.26% | Reducidas |
|
| 745 |
Cypress Funds
Los Angeles,
California
| USD 117 M | +USD 24.4 M | 3 | 18.56% | Aumentadas |
|
| 746 |
Osterweis Capital Management
San Francisco,
California
| USD 117 M | +USD 3.71 M | 5 | 7.31% | Aumentadas |
|
| 747 |
Klingenstein Fields & Co
New York
| USD 117 M | -USD 20.9 M | 6 | 6.27% | Reducidas |
|
| 748 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 117 M | -USD 1.04 M | 1 | 2.05% | Reducidas |
|
| 749 |
Madison Investment Holdings
Madison,
Wisconsin
| USD 116 M | +USD 5.68 M | 5 | 2.14% | Aumentadas |
|
| 750 |
Covington Capital Management
Los Angeles,
California
| USD 116 M | +USD 669 k | 12 | 7.18% | Aumentadas |
|