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 |
Silvercrest Asset Management
New York
| USD 318 M | -USD 3.71 M | 8 | 3.5% | Reducidas |
|
| 402 |
Balyasny Asset Management
Chicago,
Illinois
| USD 315 M | -USD 55.1 M | 14 | 2.27% | Reducidas |
|
| 403 |
Douglas Lane & Associates
New York
| USD 315 M | -USD 2.23 M | 8 | 7.42% | Reducidas |
|
| 404 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 311 M | -USD 5.37 M | 1 | 2.22% | Reducidas |
|
| 405 |
Antipodes Partners
Royal Exchange,
Australia
| USD 309 M | -USD 32.5 M | 4 | 15.25% | Reducidas |
|
| 406 |
Gotham Asset Management
New York
| USD 308 M | +USD 33 M | 12 | 4.79% | Aumentadas |
|
| 407 |
Matthews International Capital Management
San Francisco,
California
| USD 307 M | +USD 38.8 M | 1 | 18.81% | Aumentadas |
|
| 408 |
Markel Group
Glen Allen,
Virginia
| USD 307 M | +USD 2.4 M | 4 | 5.86% | Aumentadas |
|
| 409 |
PineBridge Investments
New York
| USD 305 M | +USD 11.4 M | 14 | 6.8% | Aumentadas |
|
| 410 |
Banco Santander
Madrid,
Spain
| USD 304 M | +USD 112 M | 8 | 3.85% | Aumentadas |
|
| 411 |
VM
Valinor Management
New York
| USD 304 M | +USD 25.4 M | 4 | 14.85% | Aumentadas |
|
| 412 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 304 M | +USD 18.3 M | 7 | 2.25% | Aumentadas |
|
| 413 |
VanEck Associates
New York
| USD 303 M | -USD 6.5 M | 7 | 1.52% | Reducidas |
|
| 414 |
Troy Asset Management
London,
United Kingdom
| USD 302 M | USD 0 | 2 | 15.11% | Mantenido |
|
| 415 |
Westwood Holdings Group
Dallas,
Texas
| USD 302 M | -USD 43.6 M | 6 | 3.45% | Reducidas |
|
| 416 |
Nikko Asset Management Americas
New York
| USD 298 M | +USD 34.2 M | 3 | 10.29% | Aumentadas |
|
| 417 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 297 M | +USD 16.7 M | 5 | 15.36% | Aumentadas |
|
| 418 |
Columbus Circle Investors
| USD 297 M | -USD 54.7 M | 6 | 8.4% | Reducidas |
|
| 419 |
Lakewood Capital Management
New York
| USD 296 M | +USD 32.9 M | 2 | 9.76% | Aumentadas |
|
| 420 |
Light Street Capital Management
Palo Alto,
California
| USD 296 M | +USD 49.5 M | 5 | 22.54% | Aumentadas |
|
| 421 |
Williams Jones & Associates
New York
| USD 295 M | -USD 12.5 M | 9 | 7.99% | Reducidas |
|
| 422 |
London Company of Virginia
Richmond,
Virginia
| USD 294 M | -USD 150 M | 4 | 2.81% | Reducidas |
|
| 423 |
Evercore Wealth Management
New York
| USD 291 M | -USD 470 k | 7 | 10.99% | Reducidas |
|
| 424 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 291 M | +USD 11.2 M | 16 | 3.21% | Aumentadas |
|
| 425 |
Two Sigma Investments
New York
| USD 288 M | -USD 592 M | 17 | 1.13% | Reducidas |
|