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 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 126 M | +USD 11.7 M | 4 | 8.84% | Aumentadas |
|
| 727 |
Covington Capital Management
Los Angeles,
California
| USD 125 M | -USD 275 k | 12 | 7.23% | Reducidas |
|
| 728 |
General American Investors
New York
| USD 125 M | -USD 5.6 M | 3 | 12.29% | Reducidas |
|
| 729 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 123 M | +USD 1.73 M | 4 | 3.36% | Aumentadas |
|
| 730 |
GC
Gobi Capital
San Francisco,
California
| USD 123 M | +USD 15.6 M | 1 | 18.8% | Aumentadas |
|
| 731 |
Poplar Forest Capital
Pasadena,
California
| USD 123 M | -USD 28.8 M | 5 | 9.49% | Reducidas |
|
| 732 |
Hancock Whitney
Gulfport,
Mississippi
| USD 123 M | -USD 5.32 M | 10 | 4.02% | Reducidas |
|
| 733 |
Corvex Management
New York
| USD 123 M | +USD 82.9 M | 3 | 6.07% | Aumentadas |
|
| 734 |
Glenview Trust
Louisville,
Kentucky
| USD 122 M | +USD 6.93 M | 6 | 7.41% | Aumentadas |
|
| 735 |
Hyperion Asset Management
Brisbane,
Australia
| USD 122 M | +USD 7.54 M | 3 | 35.91% | Aumentadas |
|
| 736 |
Senator Investment Group
New York
| USD 122 M | -USD 41.4 M | 1 | 3.06% | Reducidas |
|
| 737 |
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| USD 122 M | +USD 66.4 M | 4 | 6.62% | Aumentadas |
|
| 738 |
Eastern Bank
Boston,
Massachusetts
| USD 122 M | -USD 2.37 M | 7 | 7.59% | Reducidas |
|
| 739 |
Klingenstein Fields & Co
New York
| USD 121 M | -USD 1.1 M | 6 | 6.38% | Reducidas |
|
| 740 |
Veritable
Wilmington,
Delaware
| USD 120 M | +USD 1.68 M | 12 | 2.35% | Aumentadas |
|
| 741 |
First Long Island Investors
Jericho,
New York
| USD 120 M | +USD 1.53 M | 6 | 14.68% | Aumentadas |
|
| 742 |
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 119 M | +USD 4.14 M | 11 | 9.67% | Aumentadas |
|
| 743 |
NWQ Investment Management Company
Los Angeles,
California
| USD 118 M | -USD 2.7 M | 3 | 2.86% | Reducidas |
|
| 744 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| USD 118 M | +USD 5.73 M | 8 | 8.32% | Aumentadas |
|
| 745 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 118 M | -USD 367 k | 6 | 9.18% | Reducidas |
|
| 746 |
Tremblant Capital Group
West Palm Beach,
Florida
| USD 117 M | +USD 33 M | 1 | 6.74% | Aumentadas |
|
| 747 |
Madison Investment Holdings
Madison,
Wisconsin
| USD 117 M | -USD 9.07 M | 5 | 1.9% | Reducidas |
|
| 748 |
Oldfield Partners
London,
United Kingdom
| USD 117 M | +USD 9.9 M | 2 | 10.95% | Aumentadas |
|
| 749 |
Soma Equity Partners
San Francisco,
California
| USD 117 M | +USD 8.59 M | 1 | 8.28% | Aumentadas |
|
| 750 |
Oakbrook Investments
Lisle,
Illinois
| USD 117 M | -USD 17.9 M | 10 | 7.59% | Reducidas |
|