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 |
Holocene Advisors
New York
| USD 251 M | -USD 94.3 M | 8 | 4.04% | Reducidas |
|
| 452 |
HS Management Partners
New York
| USD 247 M | +USD 66.2 M | 2 | 8.79% | Aumentadas |
|
| 453 |
Morningstar Investment Services
Chicago,
Illinois
| USD 246 M | +USD 42.3 M | 5 | 4.82% | Aumentadas |
|
| 454 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 245 M | +USD 5.68 M | 15 | 5.55% | Aumentadas |
|
| 455 |
TIAA FSB
Jacksonville,
Florida
| USD 244 M | +USD 22.9 M | 10 | 1.38% | Aumentadas |
|
| 456 |
Beck Mack & Oliver
New York
| USD 244 M | -USD 10.2 M | 6 | 9.78% | Reducidas |
|
| 457 |
Jericho Capital Asset Management
New York
| USD 243 M | +USD 49.8 M | 2 | 24.69% | Aumentadas |
|
| 458 |
Sound Shore Management
Greenwich,
Connecticut
| USD 242 M | -USD 46.1 M | 2 | 4.99% | Reducidas |
|
| 459 |
Sachem Head Capital Management
New York
| USD 242 M | -USD 303 M | 1 | 14.78% | Reducidas |
|
| 460 |
Gabelli Funds
Rye,
New York
| USD 242 M | -USD 2.31 M | 9 | 1.66% | Reducidas |
|
| 461 |
Securian Asset Management
St Paul,
Minnesota
| USD 240 M | +USD 1.12 M | 11 | 6.44% | Aumentadas |
|
| 462 |
Congress Asset Management
Boston,
Massachusetts
| USD 239 M | +USD 165 k | 6 | 3.6% | Aumentadas |
|
| 463 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 238 M | +USD 140 M | 5 | 11.39% | Aumentadas |
|
| 464 |
Comgest Global Investors
Paris,
France
| USD 237 M | -USD 43 M | 5 | 5.86% | Reducidas |
|
| 465 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 235 M | -USD 532 k | 6 | 5% | Reducidas |
|
| 466 |
Truist Financial
Charlotte,
North Carolina
| USD 234 M | +USD 3.18 M | 13 | 4.8% | Aumentadas |
|
| 467 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 234 M | +USD 70.2 M | 2 | 8.48% | Aumentadas |
|
| 468 |
Rheos Capital Works
Tokyo,
Japan
| USD 231 M | USD 0 | 3 | 34.46% | Mantenido |
|
| 469 |
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 229 M | -USD 30.5 M | 1 | 8.29% | Reducidas |
|
| 470 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 229 M | -USD 10.6 M | 8 | 9.23% | Reducidas |
|
| 471 |
SVB Wealth
Boston,
Massachusetts
| USD 228 M | -USD 8.05 M | 9 | 9.74% | Reducidas |
|
| 472 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 227 M | +USD 16.2 M | 13 | 7.97% | Aumentadas |
|
| 473 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 227 M | -USD 3.9 M | 6 | 11.46% | Reducidas |
|
| 474 |
Fiduciary Trust
Boston,
Massachusetts
| USD 227 M | +USD 349 k | 9 | 6.95% | Aumentadas |
|
| 475 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 224 M | -USD 13.3 M | 5 | 17.74% | Reducidas |
|