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 | |
|---|---|---|---|---|---|---|---|
| 751 |
Dorsal Capital Management
Redwood City,
California
| USD 129 M | -USD 70.7 M | 2 | 7.8% | Reducidas |
|
| 752 |
Mirova US
Boston,
Massachusetts
| USD 129 M | +USD 123 M | 4 | 17.46% | Nuevas |
|
| 753 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 129 M | +USD 2.7 M | 7 | 8.66% | Aumentadas |
|
| 754 |
Capital Advisors Inc
Tulsa,
Oklahoma
| USD 128 M | +USD 13 M | 7 | 5.56% | Aumentadas |
|
| 755 |
River Global Investors
London,
United Kingdom
| USD 128 M | +USD 10.6 M | 6 | 7.08% | Aumentadas |
|
| 756 |
Horan Capital Management
Hunt Valley,
Maryland
| USD 128 M | +USD 544 k | 5 | 20.92% | Aumentadas |
|
| 757 |
Soma Equity Partners
San Francisco,
California
| USD 127 M | -USD 18.8 M | 1 | 7.85% | Reducidas |
|
| 758 |
WM
Wishbone Management
Chicago,
Illinois
| USD 127 M | +USD 112 M | 2 | 29.22% | Nuevas |
|
| 759 |
Capital Counsel
New York
| USD 127 M | +USD 33 M | 5 | 8.41% | Aumentadas |
|
| 760 |
Atria Investments
Charlotte,
North Carolina
| USD 126 M | +USD 49.6 M | 16 | 3.42% | Aumentadas |
|
| 761 |
Brandes Investment Partners
La Jolla,
California
| USD 126 M | +USD 63.2 M | 4 | 3% | Aumentadas |
|
| 762 |
InterOcean Capital
Chicago,
Illinois
| USD 126 M | +USD 398 k | 7 | 9.74% | Aumentadas |
|
| 763 |
Raymond James Trust
St. Petersburg,
Florida
| USD 124 M | +USD 1.34 M | 9 | 5.94% | Aumentadas |
|
| 764 |
Hancock Whitney
Gulfport,
Mississippi
| USD 124 M | -USD 8.26 M | 8 | 4.01% | Reducidas |
|
| 765 |
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 124 M | +USD 1.83 M | 7 | 7.17% | Aumentadas |
|
| 766 |
Mercer Global Advisors
Denver,
Colorado
| USD 124 M | +USD 5.74 M | 12 | 2.48% | Aumentadas |
|
| 767 |
CPWM LLC
Seattle,
Washington
| USD 123 M | +USD 3.02 M | 7 | 15.02% | Aumentadas |
|
| 768 |
Cypress Funds
Los Angeles,
California
| USD 123 M | +USD 11.6 M | 2 | 22.83% | Aumentadas |
|
| 769 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 123 M | -USD 1.62 M | 3 | 20.38% | Reducidas |
|
| 770 |
Levin Capital Strategies
New York
| USD 123 M | -USD 1.15 M | 5 | 12.21% | Reducidas |
|
| 771 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 122 M | +USD 5.78 M | 4 | 17.75% | Aumentadas |
|
| 772 |
Greenspring Associates
Owings Mills,
Maryland
| USD 122 M | +USD 891 k | 2 | 32.26% | Aumentadas |
|
| 773 |
Saturna Capital
Bellingham,
Washington
| USD 122 M | -USD 14.1 M | 5 | 3.31% | Reducidas |
|
| 774 |
HC
Henshaw Capital
Woburn,
Massachusetts
| USD 122 M | -USD 76.9 k | 7 | 9.56% | Reducidas |
|
| 775 |
Oak Ridge Investments
Chicago,
Illinois
| USD 121 M | -USD 5.08 M | 4 | 8.91% | Reducidas |
|