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 |
HHLR Advisors
Grand Cayman,
Cayman Islands
| USD 258 M | USD 0 | 1 | 7.18% | Mantenido |
|
| 477 |
Oppenheimer Asset Management
New York
| USD 257 M | +USD 4.4 M | 17 | 5.78% | Aumentadas |
|
| 478 |
Banco Santander
Madrid,
Spain
| USD 257 M | -USD 93.3 M | 9 | 2.9% | Reducidas |
|
| 479 |
Cardano Risk Management
Rotterdam,
Netherlands
| USD 257 M | +USD 7.2 M | 3 | 64.5% | Aumentadas |
|
| 480 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 255 M | -USD 8.45 M | 5 | 17.42% | Reducidas |
|
| 481 |
Suvretta Capital Management
New York
| USD 252 M | +USD 152 M | 3 | 7.28% | Aumentadas |
|
| 482 |
Gofen & Glossberg
Chicago,
Illinois
| USD 249 M | +USD 121 k | 7 | 8.82% | Aumentadas |
|
| 483 |
Profund Advisors
Bethesda,
Maryland
| USD 248 M | +USD 17.6 M | 12 | 11.93% | Aumentadas |
|
| 484 |
SRS Investment Management
New York
| USD 248 M | USD 0 | 2 | 5.59% | Mantenido |
|
| 485 |
GVI
Green Valley Investors
Wilmington,
Delaware
| USD 248 M | USD 0 | 1 | 12.66% | Mantenido |
|
| 486 |
GMT Capital
Atlanta,
Georgia
| USD 246 M | +USD 14.3 M | 3 | 8.15% | Aumentadas |
|
| 487 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 246 M | -USD 1.87 M | 3 | 5.83% | Reducidas |
|
| 488 |
Eagle Asset Management
St Petersburg,
Florida
| USD 246 M | +USD 17.2 M | 11 | 1.31% | Aumentadas |
|
| 489 |
SVB Wealth
Boston,
Massachusetts
| USD 246 M | -USD 19.6 M | 9 | 9.71% | Reducidas |
|
| 490 |
Welch & Forbes
Boston,
Massachusetts
| USD 244 M | -USD 5.64 M | 10 | 6.13% | Reducidas |
|
| 491 |
Harvest Fund Management
Beijing,
China
| USD 244 M | -USD 16.3 M | 8 | 41.6% | Reducidas |
|
| 492 |
Balyasny Asset Management
Chicago,
Illinois
| USD 244 M | -USD 129 M | 13 | 1.62% | Reducidas |
|
| 493 |
DF Dent & Co
Baltimore,
Maryland
| USD 243 M | +USD 5.17 M | 6 | 4.82% | Aumentadas |
|
| 494 |
Whittier Trust
South Pasadena,
California
| USD 243 M | +USD 2.14 M | 15 | 7.42% | Aumentadas |
|
| 495 |
PGGM Investments
Zeist,
Netherlands
| USD 242 M | -USD 18 M | 3 | 1.24% | Reducidas |
|
| 496 |
People's United Financial
Bridgeport,
Connecticut
| USD 242 M | -USD 2.99 M | 15 | 7.5% | Reducidas |
|
| 497 |
RA
Rovida Advisors
Fort Lauderdale,
Florida
| USD 241 M | +USD 11.5 M | 3 | 16.37% | Aumentadas |
|
| 498 |
First Foundation Advisors
Irvine,
California
| USD 240 M | +USD 16.2 M | 7 | 14.23% | Aumentadas |
|
| 499 |
Antipodes Partners
Royal Exchange,
Australia
| USD 240 M | -USD 101 M | 3 | 11.85% | Reducidas |
|
| 500 |
HS Management Partners
New York
| USD 236 M | -USD 43.4 M | 2 | 7.98% | Reducidas |
|