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 | |
|---|---|---|---|---|---|---|---|
| 426 |
SVB Wealth
Boston,
Massachusetts
| USD 156 M | +USD 156 M | 7 | 5.05% | Nuevas |
|
| 427 |
TCCM
Two Creeks Capital Management
New York
| USD 156 M | +USD 158 M | 2 | 18.6% | Nuevas |
|
| 428 |
FTCM
Fir Tree Capital Management
New York
| USD 154 M | +USD 40.7 M | 2 | 1.6% | Aumentadas |
|
| 429 |
Welch & Forbes
Boston,
Massachusetts
| USD 151 M | -USD 1.83 M | 7 | 4.44% | Reducidas |
|
| 430 |
TCM
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
| USD 150 M | -USD 1.81 M | 2 | 4.23% | Reducidas |
|
| 431 |
Tremblant Capital Group
West Palm Beach,
Florida
| USD 149 M | +USD 42 M | 2 | 7.16% | Aumentadas |
|
| 432 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 149 M | -USD 377 k | 1 | 3.8% | Reducidas |
|
| 433 |
Perkins Investment Management
Chicago,
Illinois
| USD 148 M | +USD 53 M | 5 | 1.39% | Aumentadas |
|
| 434 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 147 M | -USD 1.66 M | 1 | 1.31% | Reducidas |
|
| 435 |
Weitz Investment Management
Omaha,
Nebraska
| USD 145 M | -USD 75 M | 3 | 4.06% | Reducidas |
|
| 436 |
BB&T Securities
Richmond,
Virginia
| USD 145 M | +USD 41.2 M | 8 | 3.27% | Aumentadas |
|
| 437 |
Parallax Volatility Advisers
San Francisco,
California
| USD 143 M | +USD 58.9 M | 13 | 0.42% | Aumentadas |
|
| 438 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 143 M | -USD 93.5 M | 5 | 1.53% | Reducidas |
|
| 439 |
Country Trust Bank
Bloomington,
Illinois
| USD 142 M | +USD 6.34 M | 5 | 7.11% | Aumentadas |
|
| 440 |
Southpoint Capital Advisors
New York
| USD 142 M | +USD 79.3 M | 2 | 7.12% | Aumentadas |
|
| 441 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 141 M | -USD 532 k | 5 | 7.03% | Reducidas |
|
| 442 |
TDAM USA
Toronto,
Ontario, Canada
| USD 141 M | -USD 4.93 M | 5 | 5.94% | Reducidas |
|
| 443 |
GAM
GVO Asset Management
Zug,
Switzerland
| USD 140 M | -USD 104 M | 1 | 14.27% | Reducidas |
|
| 444 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 140 M | -USD 2.48 M | 2 | 24.59% | Reducidas |
|
| 445 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 139 M | +USD 139 M | 8 | 2.91% | Nuevas |
|
| 446 |
NorthCoast Asset Management
Greenwich,
Connecticut
| USD 139 M | +USD 75.4 M | 3 | 6.85% | Aumentadas |
|
| 447 |
TCM
Tybourne Capital Management
Hong Kong
| USD 139 M | +USD 11 M | 1 | 13.19% | Aumentadas |
|
| 448 |
Wasatch Advisors
Salt Lake City,
Utah
| USD 139 M | -USD 44.4 M | 4 | 1.44% | Reducidas |
|
| 449 |
Bridgeway Capital Management
Houston,
Texas
| USD 138 M | +USD 5.81 M | 7 | 3.13% | Aumentadas |
|
| 450 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 137 M | -USD 1.25 M | 2 | 3.26% | Reducidas |
|