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 |
Winton Group
London,
United Kingdom
| USD 217 M | +USD 23.6 M | 7 | 3.73% | Aumentadas |
|
| 427 |
FFH
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| USD 216 M | USD 0 | 1 | 19.51% | Mantenido |
|
| 428 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 216 M | USD 0 | 2 | 20.62% | Mantenido |
|
| 429 |
Waverton Investment Management
London,
United Kingdom
| USD 215 M | +USD 13.1 M | 6 | 14.44% | Aumentadas |
|
| 430 |
NF Trinity Capital
Central,
Hong Kong
| USD 213 M | -USD 32.5 M | 3 | 23.79% | Reducidas |
|
| 431 |
Moore Capital Management
New York
| USD 212 M | +USD 72.2 M | 5 | 7.3% | Aumentadas |
|
| 432 |
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 211 M | +USD 289 k | 10 | 6.02% | Aumentadas |
|
| 433 |
TCM
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
| USD 211 M | -USD 17.1 M | 3 | 7.92% | Reducidas |
|
| 434 |
HCM
Hoplite Capital Management
New York
| USD 209 M | -USD 32.1 M | 3 | 9.58% | Reducidas |
|
| 435 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 208 M | -USD 17.1 M | 3 | 4.57% | Reducidas |
|
| 436 |
MICM
Matthews International Capital Management
San Francisco,
California
| USD 208 M | -USD 1.18 M | 1 | 8.56% | Reducidas |
|
| 437 |
Homestead Advisers
Arlington,
Virginia
| USD 207 M | +USD 1.81 M | 2 | 3.44% | Aumentadas |
|
| 438 |
Williams Jones & Associates
New York
| USD 207 M | +USD 7.53 M | 6 | 6.06% | Aumentadas |
|
| 439 |
Troy Asset Management
London,
United Kingdom
| USD 206 M | +USD 4.22 M | 2 | 11% | Aumentadas |
|
| 440 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 206 M | -USD 1.65 M | 9 | 4.61% | Reducidas |
|
| 441 |
VanEck Associates
New York
| USD 205 M | +USD 55.1 M | 9 | 0.96% | Aumentadas |
|
| 442 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 204 M | +USD 3.45 M | 8 | 12.08% | Aumentadas |
|
| 443 |
Sirios Capital Management
Boston,
Massachusetts
| USD 202 M | -USD 30 M | 3 | 11.29% | Reducidas |
|
| 444 |
TCP
Tourbillon Capital Partners
New York
| USD 201 M | -USD 72.9 M | 1 | 4.11% | Reducidas |
|
| 445 |
Huntington National Bank
Columbus,
Ohio
| USD 199 M | +USD 32.4 M | 12 | 3.7% | Aumentadas |
|
| 446 |
Wolverine Trading
Chicago,
Illinois
| USD 199 M | -USD 34.4 M | 13 | 0.93% | Reducidas |
|
| 447 |
Crossmark Global Holdings
Houston,
Texas
| USD 198 M | +USD 161 M | 12 | 5.11% | Nuevas |
|
| 448 |
Beck Mack & Oliver
New York
| USD 198 M | -USD 11.1 M | 6 | 7.13% | Reducidas |
|
| 449 |
Hexavest
Montreal,
Quebec, Canada
| USD 198 M | -USD 12.2 M | 5 | 3.37% | Reducidas |
|
| 450 |
SCCM
Schafer Cullen Capital Management
New York
| USD 198 M | -USD 7.57 M | 2 | 2.38% | Reducidas |
|