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 |
Scharf Investments
Los Gatos,
California
| USD 376 M | -USD 16.6 M | 4 | 15.37% | Reducidas |
|
| 402 |
Advisor Group
Phoenix,
Arizona
| USD 374 M | +USD 6.98 M | 28 | 2.76% | Aumentadas |
|
| 403 |
Morningstar Investment Services
Chicago,
Illinois
| USD 374 M | +USD 1.74 M | 5 | 6.33% | Aumentadas |
|
| 404 |
Capital Fund Management (CFM)
Paris,
France
| USD 372 M | +USD 135 M | 10 | 3.35% | Aumentadas |
|
| 405 |
Williams Jones Wealth Management
New York
| USD 365 M | +USD 366 M | 8 | 7.5% | Nuevas |
|
| 406 |
Alyeska Investment Group
Chicago,
Illinois
| USD 365 M | +USD 88.2 M | 7 | 5.27% | Aumentadas |
|
| 407 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 364 M | +USD 4.72 M | 11 | 8.69% | Aumentadas |
|
| 408 |
TT International
London,
United Kingdom
| USD 360 M | +USD 21.3 M | 3 | 32.35% | Aumentadas |
|
| 409 |
BWA
Brave Warrior Advisors
New York
| USD 360 M | -USD 2.52 M | 2 | 19.21% | Reducidas |
|
| 410 |
Samlyn Capital
New York
| USD 357 M | +USD 157 M | 4 | 8.67% | Aumentadas |
|
| 411 |
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 355 M | +USD 10.3 M | 12 | 22.35% | Aumentadas |
|
| 412 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 348 M | -USD 43.9 M | 9 | 3.47% | Reducidas |
|
| 413 |
London Company of Virginia
Richmond,
Virginia
| USD 347 M | -USD 4.27 M | 4 | 2.86% | Reducidas |
|
| 414 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 346 M | +USD 24.1 M | 15 | 7.17% | Aumentadas |
|
| 415 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 344 M | -USD 13.8 M | 10 | 9.68% | Reducidas |
|
| 416 |
AWM
Ashmore Wealth Management
Wilmington,
Delaware
| USD 343 M | -USD 40.3 M | 1 | 21.66% | Reducidas |
|
| 417 |
Close Asset Management
London,
United Kingdom
| USD 342 M | +USD 9.07 M | 9 | 30.2% | Aumentadas |
|
| 418 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 335 M | -USD 6.25 M | 12 | 9.93% | Reducidas |
|
| 419 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 329 M | -USD 35.7 M | 5 | 2.42% | Reducidas |
|
| 420 |
Lakewood Capital Management
New York
| USD 329 M | -USD 38.5 M | 2 | 11.21% | Reducidas |
|
| 421 |
Stockbridge Partners
Boston,
Massachusetts
| USD 328 M | +USD 129 M | 1 | 13.02% | Aumentadas |
|
| 422 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| USD 325 M | +USD 841 k | 23 | 2.59% | Aumentadas |
|
| 423 |
Mondrian Investment Partners
London,
United Kingdom
| USD 323 M | +USD 6.6 M | 2 | 10.43% | Aumentadas |
|
| 424 |
Wolverine Trading
Chicago,
Illinois
| USD 321 M | -USD 53.4 M | 21 | 0.92% | Reducidas |
|
| 425 |
Antipodes Partners
Royal Exchange,
Australia
| USD 319 M | +USD 60.7 M | 2 | 15.22% | Aumentadas |
|