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 |
Douglass Winthrop Advisors
New York
| USD 480 M | -USD 3.06 M | 9 | 12.87% | Reducidas |
|
| 452 |
Bartlett & Co
Cincinnati,
Ohio
| USD 479 M | -USD 3.03 M | 13 | 9.63% | Reducidas |
|
| 453 |
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| USD 479 M | -USD 3.03 M | 13 | 9.62% | Reducidas |
|
| 454 |
HM Payson & Co
Portland,
Maine
| USD 478 M | -USD 28 M | 20 | 12.73% | Reducidas |
|
| 455 |
CM
Conifer Management
New York
| USD 473 M | +USD 196 M | 2 | 29.1% | Aumentadas |
|
| 456 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 470 M | +USD 12.1 M | 7 | 6.02% | Aumentadas |
|
| 457 |
HMI Capital Management
San Francisco,
California
| USD 470 M | +USD 25.8 M | 2 | 16.75% | Aumentadas |
|
| 458 |
ClariVest Asset Management
San Diego,
California
| USD 468 M | -USD 60.3 M | 9 | 16.56% | Reducidas |
|
| 459 |
Cryder Capital Partners
London,
United Kingdom
| USD 466 M | +USD 34.4 M | 3 | 33.3% | Aumentadas |
|
| 460 |
RBC Europe
London,
United Kingdom
| USD 464 M | +USD 11.7 M | 16 | 24.93% | Aumentadas |
|
| 461 |
Bel Air Investment Advisors
Los Angeles,
California
| USD 464 M | +USD 453 M | 13 | 14.62% | Nuevas |
|
| 462 |
Miller Value Partners
Sarasota,
Florida
| USD 463 M | +USD 58.4 k | 5 | 11.99% | Aumentadas |
|
| 463 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 463 M | +USD 4.93 M | 3 | 1.48% | Aumentadas |
|
| 464 |
Hitchwood Capital Management
New York
| USD 463 M | -USD 3.28 M | 7 | 10.55% | Reducidas |
|
| 465 |
Welch & Forbes
Boston,
Massachusetts
| USD 462 M | +USD 2.17 M | 11 | 8.52% | Aumentadas |
|
| 466 |
Oppenheimer Asset Management
New York
| USD 461 M | +USD 24.3 M | 18 | 7.15% | Aumentadas |
|
| 467 |
La Financiere de L'Echiquier
Paris,
France
| USD 457 M | +USD 86.4 M | 8 | 18.46% | Aumentadas |
|
| 468 |
Oppenheimer & Co
New York
| USD 456 M | -USD 8.84 M | 20 | 9.09% | Reducidas |
|
| 469 |
WorldQuant Millennium Advisors
New York
| USD 454 M | +USD 12.9 M | 11 | 9.65% | Aumentadas |
|
| 470 |
AH Equity Partners III
Menlo Park,
California
| USD 453 M | +USD 445 M | 1 | 77.37% | Nuevas |
|
| 471 |
Shelton Capital Management
Denver,
Colorado
| USD 453 M | +USD 97.6 M | 10 | 15.75% | Aumentadas |
|
| 472 |
Dorsal Capital Management
Redwood City,
California
| USD 452 M | +USD 14.3 M | 3 | 22.95% | Aumentadas |
|
| 473 |
Alphinity Investment Management
Sydney,
Australia
| USD 450 M | +USD 213 M | 3 | 21.02% | Aumentadas |
|
| 474 |
Fiduciary Trust
Boston,
Massachusetts
| USD 450 M | -USD 6.31 M | 9 | 9.13% | Reducidas |
|
| 475 |
Mirova US
Boston,
Massachusetts
| USD 449 M | +USD 19.8 M | 4 | 15.64% | Aumentadas |
|