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 |
Gabelli Funds
Rye,
New York
| USD 260 M | +USD 16.5 M | 10 | 1.54% | Aumentadas |
|
| 477 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 257 M | +USD 13.7 M | 3 | 9.92% | Aumentadas |
|
| 478 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 257 M | -USD 13.7 M | 4 | 6.01% | Reducidas |
|
| 479 |
Jana Partners
New York
| USD 256 M | +USD 259 M | 4 | 6.79% | Nuevas |
|
| 480 |
Marshall Wace
London,
United Kingdom
| USD 256 M | +USD 56.6 M | 12 | 3.83% | Aumentadas |
|
| 481 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 255 M | +USD 15.6 M | 5 | 18.29% | Aumentadas |
|
| 482 |
Discovery Capital Management
South Norwalk,
Connecticut
| USD 254 M | -USD 55.6 M | 5 | 13.76% | Reducidas |
|
| 483 |
Envestnet Asset Management
Chicago,
Illinois
| USD 253 M | +USD 76.8 M | 16 | 0.58% | Aumentadas |
|
| 484 |
Harvest Fund Management
Beijing,
China
| USD 253 M | -USD 12.1 M | 7 | 40.16% | Reducidas |
|
| 485 |
Securian Asset Management
St Paul,
Minnesota
| USD 252 M | -USD 2.24 k | 11 | 6.25% | Reducidas |
|
| 486 |
AI
AIA International
Hong Kong
| USD 252 M | +USD 5.93 M | 1 | 68.62% | Aumentadas |
|
| 487 |
SVB Wealth
Boston,
Massachusetts
| USD 251 M | +USD 5.18 M | 9 | 9.64% | Aumentadas |
|
| 488 |
HCM
Hitchwood Capital Management
New York
| USD 250 M | -USD 8.62 M | 4 | 7.85% | Reducidas |
|
| 489 |
Truist Financial
Charlotte,
North Carolina
| USD 249 M | -USD 900 k | 11 | 4.73% | Reducidas |
|
| 490 |
GAM Holding
Zurich,
Switzerland
| USD 247 M | +USD 11.9 M | 13 | 8.58% | Aumentadas |
|
| 491 |
Oppenheimer & Co
New York
| USD 244 M | -USD 12.1 M | 14 | 6.62% | Reducidas |
|
| 492 |
Fiduciary Trust
Boston,
Massachusetts
| USD 243 M | -USD 3.63 M | 9 | 7.35% | Reducidas |
|
| 493 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 240 M | +USD 6.61 M | 3 | 12.86% | Aumentadas |
|
| 494 |
Country Trust Bank
Bloomington,
Illinois
| USD 240 M | +USD 19.6 M | 10 | 10.31% | Aumentadas |
|
| 495 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| USD 239 M | -USD 8.54 M | 19 | 3.57% | Reducidas |
|
| 496 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 236 M | +USD 2.36 M | 6 | 1.51% | Aumentadas |
|
| 497 |
GMT Capital
Atlanta,
Georgia
| USD 235 M | -USD 61.8 M | 3 | 5.6% | Reducidas |
|
| 498 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 234 M | +USD 25.4 M | 12 | 5.57% | Aumentadas |
|
| 499 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 233 M | -USD 6.28 M | 7 | 4.61% | Reducidas |
|
| 500 |
Corvex Management
New York
| USD 232 M | -USD 18 M | 3 | 11.13% | Reducidas |
|