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 | |
|---|---|---|---|---|---|---|---|
| 401 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 136 M | -USD 84.5 M | 5 | 1.35% | Reducidas |
|
| 402 |
CI Global Investments
Oakland,
California
| USD 136 M | +USD 24.2 M | 3 | 5.13% | Aumentadas |
|
| 403 |
Tybourne Capital Management
Hong Kong
| USD 135 M | +USD 4.22 M | 2 | 16.05% | Aumentadas |
|
| 404 |
TCM
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
| USD 135 M | +USD 5.15 M | 3 | 4.1% | Aumentadas |
|
| 405 |
RS Investment Management
San Francisco,
California
| USD 135 M | +USD 44.9 M | 5 | 0.88% | Aumentadas |
|
| 406 |
Provident Trust Company
Waukesha,
Wisconsin
| USD 135 M | -USD 75.5 M | 1 | 9.67% | Reducidas |
|
| 407 |
Weitz Investment Management
Omaha,
Nebraska
| USD 135 M | +USD 2.3 M | 3 | 5.08% | Aumentadas |
|
| 408 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 135 M | +USD 111 k | 6 | 3.33% | Aumentadas |
|
| 409 |
Honeywell International
Charlotte,
North Carolina
| USD 132 M | -USD 5.71 M | 5 | 3.38% | Reducidas |
|
| 410 |
HL Financial Services
Louisville,
Kentucky
| USD 132 M | +USD 32.9 M | 6 | 4.61% | Aumentadas |
|
| 411 |
Smith Group Asset Management
Dallas,
Texas
| USD 131 M | +USD 23.9 M | 8 | 5.44% | Aumentadas |
|
| 412 |
Gabelli Funds
Rye,
New York
| USD 130 M | -USD 3.2 M | 5 | 0.74% | Reducidas |
|
| 413 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 129 M | -USD 19.9 M | 10 | 0.5% | Reducidas |
|
| 414 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 129 M | +USD 127 M | 1 | 3.2% | Nuevas |
|
| 415 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 128 M | -USD 18 M | 3 | 2.8% | Reducidas |
|
| 416 |
SCGE Management
Menlo Park,
California
| USD 128 M | -USD 3.11 M | 3 | 21.21% | Reducidas |
|
| 417 |
Eton Park Capital Management
New York
| USD 127 M | -USD 32.8 M | 1 | 2.83% | Reducidas |
|
| 418 |
Appaloosa Management
Miami Beach,
Florida
| USD 127 M | -USD 90.3 M | 1 | 2.02% | Reducidas |
|
| 419 |
Causeway Capital Management
Los Angeles,
California
| USD 127 M | +USD 45 M | 2 | 10.33% | Aumentadas |
|
| 420 |
Wasatch Advisors
Salt Lake City,
Utah
| USD 126 M | -USD 9.09 M | 4 | 1.31% | Reducidas |
|
| 421 |
Gofen & Glossberg
Chicago,
Illinois
| USD 125 M | -USD 2.94 M | 6 | 6.45% | Reducidas |
|
| 422 |
HighTower Advisors
Chicago,
Illinois
| USD 125 M | +USD 9.5 M | 8 | 3.13% | Aumentadas |
|
| 423 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 123 M | -USD 533 k | 9 | 2% | Reducidas |
|
| 424 |
Wilmington Trust
Wilmington,
Delaware
| USD 123 M | -USD 1.79 M | 6 | 2.15% | Reducidas |
|
| 425 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 123 M | +USD 275 k | 4 | 6.97% | Aumentadas |
|