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 |
Beck Mack & Oliver
New York
| USD 279 M | -USD 312 k | 6 | 9.99% | Reducidas |
|
| 452 |
Country Trust Bank
Bloomington,
Illinois
| USD 277 M | +USD 18 M | 10 | 12.31% | Aumentadas |
|
| 453 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 275 M | +USD 267 k | 6 | 5.11% | Aumentadas |
|
| 454 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 275 M | +USD 10.7 M | 2 | 6.57% | Aumentadas |
|
| 455 |
HM Payson & Co
Portland,
Maine
| USD 275 M | +USD 256 M | 8 | 10.51% | Aumentadas |
|
| 456 |
Truist Financial
Charlotte,
North Carolina
| USD 274 M | -USD 754 k | 14 | 4.9% | Reducidas |
|
| 457 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 274 M | -USD 783 k | 13 | 9.49% | Reducidas |
|
| 458 |
Congress Asset Management
Boston,
Massachusetts
| USD 273 M | -USD 5.11 M | 6 | 3.58% | Reducidas |
|
| 459 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 273 M | -USD 41.5 M | 5 | 9.67% | Reducidas |
|
| 460 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 271 M | +USD 6.48 M | 6 | 12.11% | Aumentadas |
|
| 461 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 271 M | +USD 28.2 M | 15 | 11.77% | Aumentadas |
|
| 462 |
Jericho Capital Asset Management
New York
| USD 270 M | -USD 46.4 M | 3 | 12.19% | Reducidas |
|
| 463 |
Sound Shore Management
Greenwich,
Connecticut
| USD 269 M | -USD 8.38 M | 2 | 5.17% | Reducidas |
|
| 464 |
HP
Hound Partners
New York
| USD 269 M | -USD 134 M | 3 | 11.54% | Reducidas |
|
| 465 |
Bridgeway Capital Management
Houston,
Texas
| USD 267 M | +USD 103 M | 10 | 3.33% | Aumentadas |
|
| 466 |
Westwood Holdings Group
Dallas,
Texas
| USD 267 M | -USD 79.1 M | 6 | 2.78% | Reducidas |
|
| 467 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 266 M | +USD 1.51 M | 8 | 9.3% | Aumentadas |
|
| 468 |
Gabelli Funds
Rye,
New York
| USD 265 M | -USD 14.3 M | 8 | 1.67% | Reducidas |
|
| 469 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 264 M | -USD 5.19 M | 8 | 2.63% | Reducidas |
|
| 470 |
Wolverine Trading
Chicago,
Illinois
| USD 263 M | -USD 221 M | 15 | 0.76% | Reducidas |
|
| 471 |
Taconic Capital Advisors
New York
| USD 262 M | +USD 139 M | 4 | 14.77% | Aumentadas |
|
| 472 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 262 M | -USD 24.6 M | 15 | 6.26% | Reducidas |
|
| 473 |
Oppenheimer & Co
New York
| USD 261 M | +USD 3.26 M | 14 | 6.97% | Aumentadas |
|
| 474 |
Dorsal Capital Management
Redwood City,
California
| USD 259 M | -USD 38.4 M | 2 | 16.91% | Reducidas |
|
| 475 |
Fiduciary Trust
Boston,
Massachusetts
| USD 258 M | -USD 5.42 M | 10 | 6.94% | Reducidas |
|