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 |
TP
Thunderbird Partners
London,
United Kingdom
| USD 314 M | +USD 160 M | 3 | 49.16% | Aumentadas |
|
| 452 |
Waverton Investment Management
London,
United Kingdom
| USD 310 M | -USD 7.1 M | 3 | 20.11% | Reducidas |
|
| 453 |
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 310 M | -USD 55.5 M | 11 | 22.72% | Reducidas |
|
| 454 |
MC
Maplelane Capital
New York
| USD 308 M | +USD 173 M | 5 | 14.14% | Aumentadas |
|
| 455 |
SG Americas Securities
New York
| USD 308 M | -USD 529 M | 20 | 2.89% | Reducidas |
|
| 456 |
Gabelli Funds
Rye,
New York
| USD 303 M | +USD 1.89 M | 7 | 2.7% | Aumentadas |
|
| 457 |
Driehaus Capital Management
Chicago,
Illinois
| USD 301 M | +USD 60.9 M | 12 | 10.07% | Aumentadas |
|
| 458 |
AIA Investment Management (HK)
Hong Kong
| USD 301 M | USD 0 | 1 | 62.93% | Mantenido |
|
| 459 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 301 M | +USD 60.2 M | 2 | 9.86% | Aumentadas |
|
| 460 |
IFM Investors
Melbourne,
Australia
| USD 301 M | -USD 10.2 M | 13 | 13.46% | Reducidas |
|
| 461 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 299 M | +USD 4.54 M | 5 | 8.47% | Aumentadas |
|
| 462 |
Beck Mack & Oliver
New York
| USD 299 M | -USD 2.87 M | 5 | 13.28% | Reducidas |
|
| 463 |
Cardano Risk Management
Rotterdam,
Netherlands
| USD 298 M | -USD 165 M | 4 | 70.6% | Reducidas |
|
| 464 |
Fullerton Fund Management
Singapore
| USD 298 M | +USD 12.3 M | 3 | 56.74% | Aumentadas |
|
| 465 |
Personal Capital Advisors
Redwood City,
California
| USD 298 M | +USD 8.13 M | 12 | 2.94% | Aumentadas |
|
| 466 |
Securian Asset Management
St Paul,
Minnesota
| USD 296 M | -USD 5.27 M | 11 | 8.34% | Reducidas |
|
| 467 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 294 M | -USD 2.5 M | 2 | 13.64% | Reducidas |
|
| 468 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 293 M | +USD 14.4 M | 13 | 15.34% | Aumentadas |
|
| 469 |
Ariel Investments
Chicago,
Illinois
| USD 292 M | -USD 49.3 M | 2 | 5.13% | Reducidas |
|
| 470 |
MAI Capital Management
Independence,
Ohio
| USD 292 M | +USD 2.41 M | 8 | 11.92% | Aumentadas |
|
| 471 |
DF Dent & Co
Baltimore,
Maryland
| USD 292 M | +USD 7.35 M | 6 | 5.62% | Aumentadas |
|
| 472 |
Oppenheimer Asset Management
New York
| USD 291 M | +USD 65.6 M | 19 | 7.15% | Aumentadas |
|
| 473 |
Tairen Capital
Hong Kong
| USD 290 M | +USD 183 M | 2 | 31.48% | Aumentadas |
|
| 474 |
Welch & Forbes
Boston,
Massachusetts
| USD 290 M | +USD 4.57 M | 9 | 8.09% | Aumentadas |
|
| 475 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 289 M | -USD 5.32 M | 8 | 11.58% | Reducidas |
|