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 | |
|---|---|---|---|---|---|---|---|
| 476 |
Oppenheimer & Co
New York
| USD 238 M | +USD 9.9 M | 13 | 6.12% | Aumentadas |
|
| 477 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 237 M | +USD 20.9 M | 15 | 2.68% | Aumentadas |
|
| 478 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 237 M | +USD 7.14 M | 5 | 17.35% | Aumentadas |
|
| 479 |
Hitchwood Capital Management
New York
| USD 237 M | -USD 7.32 M | 4 | 11.54% | Reducidas |
|
| 480 |
KM
Kylin Management
New York
| USD 235 M | +USD 27.9 M | 1 | 41.74% | Aumentadas |
|
| 481 |
Cisco Systems
San Jose,
California
| USD 233 M | -USD 76.2 M | 1 | 36.56% | Reducidas |
|
| 482 |
Newbrook Capital Advisors
New York
| USD 233 M | -USD 37.6 M | 4 | 16.94% | Reducidas |
|
| 483 |
Truist Financial
Charlotte,
North Carolina
| USD 233 M | +USD 3.17 M | 11 | 4.44% | Aumentadas |
|
| 484 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| USD 233 M | +USD 15.2 M | 18 | 3.62% | Aumentadas |
|
| 485 |
Securian Asset Management
St Paul,
Minnesota
| USD 232 M | -USD 66.8 k | 11 | 5.96% | Reducidas |
|
| 486 |
Gabelli Funds
Rye,
New York
| USD 232 M | -USD 8.88 M | 10 | 1.39% | Reducidas |
|
| 487 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 231 M | -USD 85.5 k | 13 | 3.2% | Reducidas |
|
| 488 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 230 M | -USD 775 k | 7 | 4.6% | Reducidas |
|
| 489 |
Corvex Management
New York
| USD 229 M | +USD 44.7 M | 3 | 10.36% | Aumentadas |
|
| 490 |
GAM Holding
Zurich,
Switzerland
| USD 229 M | -USD 31.1 M | 13 | 8.07% | Reducidas |
|
| 491 |
SVB Wealth
Boston,
Massachusetts
| USD 229 M | -USD 2.98 M | 9 | 8.77% | Reducidas |
|
| 492 |
Congress Asset Management
Boston,
Massachusetts
| USD 228 M | -USD 5.05 M | 5 | 3.21% | Reducidas |
|
| 493 |
British Airways Pensions Investment Management
London,
United Kingdom
| USD 228 M | -USD 3.98 M | 7 | 8.04% | Reducidas |
|
| 494 |
HS Management Partners
New York
| USD 228 M | -USD 209 M | 2 | 7.22% | Reducidas |
|
| 495 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 228 M | +USD 10.8 M | 6 | 12.48% | Aumentadas |
|
| 496 |
Fiduciary Trust
Boston,
Massachusetts
| USD 228 M | -USD 1.22 M | 9 | 7.03% | Reducidas |
|
| 497 |
Light Street Capital Management
Palo Alto,
California
| USD 226 M | +USD 52.6 M | 4 | 18.56% | Aumentadas |
|
| 498 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 224 M | -USD 72.6 M | 3 | 9.62% | Reducidas |
|
| 499 |
Crossmark Global Holdings
Houston,
Texas
| USD 224 M | -USD 27.8 M | 13 | 5.79% | Reducidas |
|
| 500 |
Broad Run Investment Management
Arlington,
Virginia
| USD 224 M | +USD 2.5 M | 2 | 7.26% | Aumentadas |
|