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 | |
|---|---|---|---|---|---|---|---|
| 451 |
TGCM
Tukman Grossman Capital Management
Larkspur,
California
| USD 139 M | -USD 20.4 M | 1 | 6.62% | Reducidas |
|
| 452 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 139 M | +USD 21.6 M | 5 | 6.59% | Aumentadas |
|
| 453 |
JFB Holdings Corp
Atlanta,
Georgia
| USD 139 M | -USD 276 k | 1 | 3.87% | Reducidas |
|
| 454 |
Country Trust Bank
Bloomington,
Illinois
| USD 138 M | +USD 730 k | 5 | 7.07% | Aumentadas |
|
| 455 |
Criterion Capital Management
San Francisco,
California
| USD 137 M | -USD 7.15 M | 3 | 4.01% | Reducidas |
|
| 456 |
Mutual of America Capital Management
New York
| USD 137 M | +USD 4.07 M | 8 | 3.26% | Aumentadas |
|
| 457 |
IronBridge Capital Management
Oakbrook Terrace,
Illinois
| USD 134 M | -USD 9.6 M | 3 | 3.56% | Reducidas |
|
| 458 |
Bridgeway Capital Management
Houston,
Texas
| USD 134 M | +USD 11.2 M | 7 | 3.37% | Aumentadas |
|
| 459 |
TCM
Tybourne Capital Management
Hong Kong
| USD 133 M | -USD 56.7 M | 1 | 12.98% | Reducidas |
|
| 460 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 132 M | +USD 2.66 M | 2 | 3.38% | Aumentadas |
|
| 461 |
SCGE Management
Menlo Park,
California
| USD 132 M | +USD 41.1 M | 3 | 16.34% | Aumentadas |
|
| 462 |
Argent Capital Management
St Louis,
Missouri
| USD 131 M | -USD 5.89 M | 4 | 7.21% | Reducidas |
|
| 463 |
TM
Tiger Management
New York
| USD 131 M | +USD 101 M | 2 | 34.75% | Aumentadas |
|
| 464 |
Sculptor Capital
New York
| USD 131 M | +USD 106 M | 4 | 0.38% | Aumentadas |
|
| 465 |
Bartlett & Co
Cincinnati,
Ohio
| USD 130 M | -USD 513 k | 5 | 6.3% | Reducidas |
|
| 466 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 129 M | +USD 11.7 M | 1 | 1.12% | Aumentadas |
|
| 467 |
Renaissance Group
Covington,
Kentucky
| USD 128 M | -USD 17.2 M | 5 | 5.06% | Reducidas |
|
| 468 |
Meyer Handelman Company
Rye Brook,
New York
| USD 127 M | +USD 534 k | 4 | 5.9% | Aumentadas |
|
| 469 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| USD 127 M | +USD 3.48 M | 9 | 1.64% | Aumentadas |
|
| 470 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 126 M | +USD 238 k | 9 | 5.1% | Aumentadas |
|
| 471 |
Placemark Investments
Chicago,
Illinois
| USD 126 M | +USD 5.68 M | 9 | 2.33% | Aumentadas |
|
| 472 |
MUFG Americas
New York
| USD 126 M | -USD 590 k | 9 | 4.22% | Reducidas |
|
| 473 |
Douglas C. Lane & Associates
New York
| USD 125 M | +USD 3.41 M | 5 | 3.72% | Aumentadas |
|
| 474 |
OI
Oakbrook Investments
Lisle,
Illinois
| USD 124 M | -USD 76 M | 7 | 6.68% | Reducidas |
|
| 475 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 124 M | +USD 2.73 M | 8 | 3.34% | Aumentadas |
|