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 |
Waverton Investment Management
London,
United Kingdom
| USD 229 M | +USD 16.7 M | 6 | 15.04% | Aumentadas |
|
| 402 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 229 M | +USD 13.1 M | 4 | 4.94% | Aumentadas |
|
| 403 |
WP
Wedgewood Partners
St Louis,
Missouri
| USD 229 M | -USD 39.1 M | 2 | 5.59% | Reducidas |
|
| 404 |
Williams Jones & Associates
New York
| USD 228 M | +USD 22.4 M | 6 | 6.52% | Aumentadas |
|
| 405 |
Dorsal Capital Management
Redwood City,
California
| USD 228 M | -USD 70.4 M | 3 | 14.31% | Reducidas |
|
| 406 |
United Capital Financial Advisors
Irving,
Texas
| USD 227 M | -USD 6.49 M | 10 | 2.2% | Reducidas |
|
| 407 |
FFH
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| USD 226 M | -USD 95.7 k | 1 | 19.35% | Reducidas |
|
| 408 |
Silvercrest Asset Management
New York
| USD 226 M | -USD 3.24 M | 8 | 2.53% | Reducidas |
|
| 409 |
QS Investors
New York
| USD 225 M | -USD 45.6 M | 12 | 1.84% | Reducidas |
|
| 410 |
Eagle Asset Management
St Petersburg,
Florida
| USD 225 M | -USD 11.5 M | 6 | 1.48% | Reducidas |
|
| 411 |
Swiss Life Asset Management
Zurich,
| USD 224 M | +USD 60 M | 8 | 7.51% | Aumentadas |
|
| 412 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 223 M | -USD 26.4 M | 9 | 4.19% | Reducidas |
|
| 413 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 222 M | +USD 749 k | 12 | 1.59% | Aumentadas |
|
| 414 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 221 M | -USD 53.5 M | 8 | 10.42% | Reducidas |
|
| 415 |
MCM
McKinley Capital Management
Anchorage,
Alaska
| USD 220 M | -USD 4.91 M | 9 | 8.64% | Reducidas |
|
| 416 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 218 M | -USD 123 k | 4 | 4.86% | Reducidas |
|
| 417 |
London Company of Virginia
Richmond,
Virginia
| USD 217 M | +USD 27.5 M | 3 | 1.49% | Aumentadas |
|
| 418 |
Homestead Advisers
Arlington,
Virginia
| USD 215 M | USD 0 | 2 | 3.38% | Mantenido |
|
| 419 |
BAMCO Inc
New York
| USD 214 M | -USD 5.77 M | 5 | 1.21% | Reducidas |
|
| 420 |
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 214 M | +USD 2.41 M | 10 | 5.79% | Aumentadas |
|
| 421 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 214 M | -USD 59 M | 9 | 2.25% | Reducidas |
|
| 422 |
Maverick Capital
Dallas,
Texas
| USD 211 M | -USD 25.1 M | 2 | 2.74% | Reducidas |
|
| 423 |
Voloridge Investment Management
Jupiter,
Florida
| USD 210 M | +USD 181 M | 7 | 4.51% | Aumentadas |
|
| 424 |
Huntington National Bank
Columbus,
Ohio
| USD 209 M | +USD 6.38 M | 12 | 3.81% | Aumentadas |
|
| 425 |
Great Lakes Advisors
Chicago,
Illinois
| USD 208 M | +USD 15.5 M | 8 | 5.47% | Aumentadas |
|