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 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 885 M | +USD 13.3 M | 8 | 13.85% | Aumentadas |
|
| 452 |
Himalaya Capital Management
Seattle,
Washington
| USD 883 M | USD 0 | 2 | 32.84% | Mantenido |
|
| 453 |
Close Asset Management
London,
United Kingdom
| USD 865 M | -USD 30.6 M | 12 | 25.29% | Reducidas |
|
| 454 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 865 M | +USD 269 M | 8 | 25.11% | Aumentadas |
|
| 455 |
National Philanthropic Trust
Jenkintown,
Pennsylvania
| USD 855 M | +USD 177 M | 7 | 11.46% | Aumentadas |
|
| 456 |
Viking Global Investors
Stamford,
Connecticut
| USD 855 M | -USD 49.2 M | 1 | 2.47% | Reducidas |
|
| 457 |
Manning & Napier Advisors
Fairport,
New York
| USD 849 M | -USD 24.7 M | 3 | 10.12% | Reducidas |
|
| 458 |
Jupiter Asset Management
London,
United Kingdom
| USD 849 M | -USD 82.9 M | 9 | 7.08% | Reducidas |
|
| 459 |
GF Fund Management
Guangzhou,
China
| USD 840 M | -USD 19.5 M | 9 | 16.89% | Reducidas |
|
| 460 |
MIM
Meridiem Investment Management
London,
United Kingdom
| USD 837 M | +USD 4.01 M | 4 | 15.22% | Aumentadas |
|
| 461 |
Nearwater Capital Markets
Dublin 4, Dublin,
Ireland
| USD 834 M | +USD 389 M | 4 | 13.34% | Aumentadas |
|
| 462 |
EQF
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
| USD 829 M | +USD 60 M | 2 | 25.61% | Aumentadas |
|
| 463 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| USD 828 M | +USD 83 M | 9 | 5.74% | Aumentadas |
|
| 464 |
Evelyn Partners Investment Management
London,
| USD 823 M | +USD 29 M | 10 | 25.17% | Aumentadas |
|
| 465 |
Private Advisor Group
Morristown,
New Jersey
| USD 816 M | +USD 15.5 M | 23 | 4.39% | Aumentadas |
|
| 466 |
Ethic Inc
New York
| USD 812 M | +USD 28.7 M | 20 | 14.54% | Aumentadas |
|
| 467 |
D.A. Davidson & Co
Great Falls,
Montana
| USD 810 M | +USD 40 M | 16 | 5.71% | Aumentadas |
|
| 468 |
Vident Advisory
Alpharetta,
Georgia
| USD 808 M | +USD 115 M | 24 | 9.07% | Aumentadas |
|
| 469 |
Yacktman Asset Management
Austin,
Texas
| USD 800 M | -USD 63.9 M | 3 | 10.75% | Reducidas |
|
| 470 |
Great Lakes Advisors
Chicago,
Illinois
| USD 800 M | +USD 150 M | 12 | 6.7% | Aumentadas |
|
| 471 |
Prudential plc
London, England,
United Kingdom
| USD 799 M | +USD 57.5 M | 16 | 4.82% | Aumentadas |
|
| 472 |
Midwest Trust
Overland Park,
Kansas
| USD 798 M | +USD 714 M | 8 | 11.05% | Nuevas |
|
| 473 |
Third Point
New York
| USD 794 M | +USD 108 M | 2 | 10.41% | Aumentadas |
|
| 474 |
Champlain Investment Partners
Burlington,
Vermont
| USD 791 M | -USD 64.9 M | 4 | 5.52% | Reducidas |
|
| 475 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 786 M | -USD 298 M | 10 | 2.67% | Reducidas |
|