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 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 314 M | -USD 5320 M | 1 | 0.16% | Reducidas |
|
| 402 |
Senator Investment Group
New York
| USD 314 M | USD 0 | 1 | 3.36% | Mantenido |
|
| 403 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 314 M | +USD 906 k | 5 | 1.87% | Aumentadas |
|
| 404 |
John W. Bristol & Co
New York
| USD 313 M | -USD 13.6 M | 4 | 8.88% | Reducidas |
|
| 405 |
Davenport & Co
Richmond,
Virginia
| USD 312 M | +USD 38.9 M | 7 | 3.74% | Aumentadas |
|
| 406 |
Silvercrest Asset Management
New York
| USD 311 M | +USD 11.2 M | 9 | 2.89% | Aumentadas |
|
| 407 |
VanEck Associates
New York
| USD 310 M | -USD 6.95 M | 5 | 1.53% | Reducidas |
|
| 408 |
Troy Asset Management
London,
United Kingdom
| USD 310 M | -USD 7.34 M | 2 | 12.8% | Reducidas |
|
| 409 |
Omega Advisors
New York
| USD 310 M | +USD 7.86 M | 5 | 11.61% | Aumentadas |
|
| 410 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
| USD 309 M | -USD 503 k | 3 | 12.64% | Reducidas |
|
| 411 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 308 M | -USD 2.53 M | 4 | 11.53% | Reducidas |
|
| 412 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 308 M | -USD 38.5 M | 5 | 3.25% | Reducidas |
|
| 413 |
Mutual of America Capital Management
New York
| USD 306 M | +USD 10.1 M | 12 | 4.66% | Aumentadas |
|
| 414 |
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 305 M | +USD 24.4 M | 2 | 11.48% | Aumentadas |
|
| 415 |
Oak Associates
Akron,
Ohio
| USD 302 M | -USD 6.3 M | 10 | 21.41% | Reducidas |
|
| 416 |
B
BP
London,
United Kingdom
| USD 300 M | -USD 17.8 M | 10 | 10.66% | Reducidas |
|
| 417 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 298 M | -USD 47.3 M | 6 | 16.24% | Reducidas |
|
| 418 |
SAM
Scopus Asset Management
New York
| USD 296 M | -USD 108 M | 3 | 2.79% | Reducidas |
|
| 419 |
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 296 M | +USD 1.15 M | 11 | 6.64% | Aumentadas |
|
| 420 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 294 M | +USD 924 k | 11 | 5.4% | Aumentadas |
|
| 421 |
Westpac Banking Corp
Sydney,
Australia
| USD 290 M | -USD 32.4 M | 12 | 6.6% | Reducidas |
|
| 422 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 289 M | -USD 21.2 M | 3 | 6.15% | Reducidas |
|
| 423 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 288 M | +USD 11.9 M | 8 | 2.87% | Aumentadas |
|
| 424 |
Voloridge Investment Management
Jupiter,
Florida
| USD 288 M | +USD 15.2 M | 8 | 6.27% | Aumentadas |
|
| 425 |
Wolverine Trading
Chicago,
Illinois
| USD 288 M | -USD 46.9 M | 16 | 1.04% | Reducidas |
|