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 |
River Road Asset Management
Louisville,
Kentucky
| USD 177 M | -USD 23.6 M | 2 | 3.17% | Reducidas |
|
| 452 |
Iconiq Capital
San Francisco,
California
| USD 176 M | -USD 236 k | 2 | 32.74% | Reducidas |
|
| 453 |
United Capital Financial Advisors
Irving,
Texas
| USD 176 M | +USD 2.74 M | 9 | 1.94% | Aumentadas |
|
| 454 |
VSI
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 176 M | +USD 3.04 M | 4 | 12.98% | Aumentadas |
|
| 455 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 176 M | -USD 314 M | 12 | 1.09% | Reducidas |
|
| 456 |
Gabelli Funds
Rye,
New York
| USD 175 M | +USD 75.4 M | 7 | 1.06% | Aumentadas |
|
| 457 |
MCM
McKinley Capital Management
Anchorage,
Alaska
| USD 174 M | +USD 55.3 M | 5 | 8.42% | Aumentadas |
|
| 458 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 172 M | +USD 14.2 M | 4 | 15.18% | Aumentadas |
|
| 459 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 172 M | +USD 5.1 M | 5 | 12.95% | Aumentadas |
|
| 460 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 171 M | +USD 291 k | 8 | 3.8% | Aumentadas |
|
| 461 |
First Foundation Advisors
Irvine,
California
| USD 170 M | +USD 2.96 M | 7 | 12.38% | Aumentadas |
|
| 462 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 170 M | -USD 2.72 M | 8 | 7.9% | Reducidas |
|
| 463 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 169 M | +USD 10.4 M | 10 | 3.97% | Aumentadas |
|
| 464 |
UBS O'Connor
Chicago,
Illinois
| USD 168 M | +USD 16 M | 6 | 1.68% | Aumentadas |
|
| 465 |
Great Lakes Advisors
Chicago,
Illinois
| USD 164 M | +USD 10.2 M | 7 | 4.49% | Aumentadas |
|
| 466 |
Owl Creek Asset Management
New York
| USD 164 M | +USD 78.5 M | 2 | 8.95% | Aumentadas |
|
| 467 |
Select Equity Group
New York
| USD 163 M | +USD 42.7 M | 4 | 1.37% | Aumentadas |
|
| 468 |
Madison Investment Holdings
Madison,
Wisconsin
| USD 162 M | -USD 9.1 M | 5 | 3.44% | Reducidas |
|
| 469 |
SVB Wealth
Boston,
Massachusetts
| USD 162 M | -USD 2.44 M | 9 | 6.6% | Reducidas |
|
| 470 |
Veritas Investment Management
London,
United Kingdom
| USD 161 M | +USD 739 k | 5 | 31.52% | Aumentadas |
|
| 471 |
EC
EMS Capital
New York
| USD 161 M | +USD 20.7 M | 3 | 15.77% | Aumentadas |
|
| 472 |
Dorsal Capital Management
Redwood City,
California
| USD 160 M | +USD 2.67 M | 3 | 15.26% | Aumentadas |
|
| 473 |
Douglas Lane & Associates
New York
| USD 160 M | +USD 153 M | 6 | 4.38% | Nuevas |
|
| 474 |
Daiwa Securities Group
Tokyo,
Japan
| USD 160 M | -USD 27.5 M | 12 | 1.01% | Reducidas |
|
| 475 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 159 M | -USD 503 k | 6 | 8.69% | Reducidas |
|