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 | |
|---|---|---|---|---|---|---|---|
| 376 |
John W. Bristol & Co
New York
| USD 388 M | -USD 2.83 M | 5 | 10.44% | Reducidas |
|
| 377 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 388 M | +USD 71.1 M | 6 | 4.16% | Aumentadas |
|
| 378 |
Holocene Advisors
New York
| USD 386 M | +USD 84.6 M | 7 | 5.91% | Aumentadas |
|
| 379 |
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 386 M | +USD 3.23 M | 12 | 7.81% | Aumentadas |
|
| 380 |
AWM
Ashmore Wealth Management
Wilmington,
Delaware
| USD 384 M | USD 0 | 2 | 22.39% | Mantenido |
|
| 381 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 382 M | -USD 35.1 M | 11 | 2.52% | Reducidas |
|
| 382 |
Hitchwood Capital Management
New York
| USD 381 M | +USD 330 M | 4 | 5.47% | Aumentadas |
|
| 383 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 380 M | -USD 33.2 M | 16 | 6.73% | Reducidas |
|
| 384 |
Scharf Investments
Los Gatos,
California
| USD 380 M | +USD 52.3 M | 4 | 14.66% | Aumentadas |
|
| 385 |
Waverton Investment Management
London,
United Kingdom
| USD 379 M | -USD 14 M | 5 | 19.79% | Reducidas |
|
| 386 |
Homestead Advisers
Arlington,
Virginia
| USD 379 M | -USD 11.1 M | 2 | 7.09% | Reducidas |
|
| 387 |
Rathbones Group
Liverpool,
United Kingdom
| USD 378 M | -USD 376 k | 6 | 12.43% | Reducidas |
|
| 388 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 376 M | -USD 3.28 M | 9 | 5.84% | Reducidas |
|
| 389 |
Markel Group
Glen Allen,
Virginia
| USD 375 M | +USD 18.2 M | 4 | 6.28% | Aumentadas |
|
| 390 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 375 M | +USD 40.4 M | 18 | 1.64% | Aumentadas |
|
| 391 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 372 M | -USD 23.3 M | 1 | 7.32% | Reducidas |
|
| 392 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 372 M | +USD 333 M | 10 | 10.32% | Aumentadas |
|
| 393 |
BWA
Brave Warrior Advisors
New York
| USD 372 M | +USD 10.4 M | 2 | 18.68% | Aumentadas |
|
| 394 |
PineBridge Investments
New York
| USD 372 M | +USD 6.17 M | 13 | 7.54% | Aumentadas |
|
| 395 |
Provident Trust Company
Waukesha,
Wisconsin
| USD 370 M | +USD 3.16 M | 3 | 13.73% | Aumentadas |
|
| 396 |
Douglas Lane & Associates
New York
| USD 368 M | -USD 1.63 M | 8 | 7.63% | Reducidas |
|
| 397 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 364 M | +USD 20.6 M | 15 | 3.48% | Aumentadas |
|
| 398 |
Silvercrest Asset Management
New York
| USD 363 M | -USD 3.4 M | 8 | 3.57% | Reducidas |
|
| 399 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 362 M | +USD 61.4 M | 7 | 13.36% | Aumentadas |
|
| 400 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 362 M | -USD 4.03 M | 7 | 2.5% | Reducidas |
|