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 |
Omega Advisors
New York
| USD 319 M | +USD 106 k | 4 | 11.91% | Aumentadas |
|
| 402 |
Silvercrest Asset Management
New York
| USD 318 M | -USD 1.24 M | 9 | 3.1% | Reducidas |
|
| 403 |
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 318 M | +USD 374 k | 11 | 7.27% | Aumentadas |
|
| 404 |
Oak Associates
Akron,
Ohio
| USD 317 M | -USD 4.36 M | 10 | 22.08% | Reducidas |
|
| 405 |
Advisors Asset Management
Monument,
Colorado
| USD 316 M | +USD 12.2 M | 12 | 5.3% | Aumentadas |
|
| 406 |
Smith Group Asset Management
Dallas,
Texas
| USD 316 M | -USD 74 M | 6 | 10.4% | Reducidas |
|
| 407 |
Dorsal Capital Management
Redwood City,
California
| USD 313 M | -USD 52.1 M | 3 | 15.04% | Reducidas |
|
| 408 |
Lakewood Capital Management
New York
| USD 312 M | +USD 72.6 M | 2 | 10.13% | Aumentadas |
|
| 409 |
Ladenburg Thalmann Financial Services
Miami,
Florida
| USD 312 M | +USD 23.7 M | 23 | 2.91% | Aumentadas |
|
| 410 |
Tybourne Capital Management
Hong Kong
| USD 311 M | -USD 120 M | 1 | 15.34% | Reducidas |
|
| 411 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 311 M | -USD 15.6 M | 7 | 2.93% | Reducidas |
|
| 412 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 310 M | +USD 97 M | 6 | 3.83% | Aumentadas |
|
| 413 |
DCP
Darsana Capital Partners
New York
| USD 310 M | -USD 8.62 M | 1 | 9.92% | Reducidas |
|
| 414 |
Holocene Advisors
New York
| USD 310 M | +USD 85.6 M | 5 | 7% | Aumentadas |
|
| 415 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 309 M | -USD 13.2 M | 5 | 3.44% | Reducidas |
|
| 416 |
Provident Trust Company
Waukesha,
Wisconsin
| USD 309 M | +USD 4.82 M | 3 | 12.34% | Aumentadas |
|
| 417 |
Montag & Caldwell
Atlanta,
Georgia
| USD 309 M | -USD 83.4 M | 5 | 11.22% | Reducidas |
|
| 418 |
Achmea Investment Management
Zeist,
Netherlands
| USD 307 M | +USD 15.9 M | 11 | 10.38% | Aumentadas |
|
| 419 |
Comgest Global Investors
Paris,
France
| USD 306 M | -USD 48.4 M | 5 | 6.69% | Reducidas |
|
| 420 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 306 M | -USD 3.74 M | 10 | 5.24% | Reducidas |
|
| 421 |
Williams Jones & Associates
New York
| USD 304 M | -USD 51.6 M | 8 | 7.06% | Reducidas |
|
| 422 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 303 M | -USD 13.5 M | 4 | 12.03% | Reducidas |
|
| 423 |
Nissay Asset Management
Tokyo,
Japan
| USD 303 M | +USD 5.79 M | 12 | 9.45% | Aumentadas |
|
| 424 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 302 M | +USD 10.8 M | 7 | 2.93% | Aumentadas |
|
| 425 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 300 M | -USD 9.5 M | 5 | 11.54% | Reducidas |
|