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 Asset Management
New York
| USD 253 M | -USD 14.9 M | 18 | 5.6% | Reducidas |
|
| 477 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 250 M | -USD 2.97 M | 2 | 7.67% | Reducidas |
|
| 478 |
Welch & Forbes
Boston,
Massachusetts
| USD 249 M | -USD 3.49 M | 9 | 6.06% | Reducidas |
|
| 479 |
Columbus Circle Investors
| USD 248 M | -USD 79.2 M | 5 | 6.62% | Reducidas |
|
| 480 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 245 M | +USD 4.42 M | 6 | 13.07% | Aumentadas |
|
| 481 |
Moore Capital Management
New York
| USD 243 M | +USD 15.2 M | 5 | 5.74% | Aumentadas |
|
| 482 |
H&H International Investment
Palo Alto,
California
| USD 241 M | +USD 123 M | 2 | 16.61% | Aumentadas |
|
| 483 |
Squarepoint
New York
| USD 241 M | +USD 97.2 M | 18 | 2.35% | Aumentadas |
|
| 484 |
People's United Financial
Bridgeport,
Connecticut
| USD 240 M | -USD 11.5 M | 13 | 6.58% | Reducidas |
|
| 485 |
DF Dent & Co
Baltimore,
Maryland
| USD 239 M | -USD 4.45 M | 6 | 4.36% | Reducidas |
|
| 486 |
HHLR Advisors
Grand Cayman,
Cayman Islands
| USD 239 M | USD 0 | 1 | 5.35% | Mantenido |
|
| 487 |
Zacks Investment Management
Chicago,
Illinois
| USD 239 M | -USD 4.2 M | 6 | 4.9% | Reducidas |
|
| 488 |
British Airways Pensions Investment Management
London,
United Kingdom
| USD 238 M | +USD 5.65 M | 7 | 8.85% | Aumentadas |
|
| 489 |
Capital Fund Management (CFM)
Paris,
France
| USD 238 M | +USD 66.3 M | 14 | 2.17% | Aumentadas |
|
| 490 |
Crossmark Global Holdings
Houston,
Texas
| USD 237 M | +USD 4.83 M | 14 | 6.63% | Aumentadas |
|
| 491 |
SC
SRB Corp
Boston,
Massachusetts
| USD 236 M | +USD 59.9 k | 4 | 22.04% | Aumentadas |
|
| 492 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 236 M | -USD 307 M | 15 | 9.51% | Reducidas |
|
| 493 |
HS Management Partners
New York
| USD 235 M | +USD 1.27 M | 2 | 7.89% | Aumentadas |
|
| 494 |
Allstate Corporation
Northbrook,
Illinois
| USD 235 M | +USD 23.3 M | 11 | 4.2% | Aumentadas |
|
| 495 |
GAM Holding
Zurich,
Switzerland
| USD 233 M | +USD 6.09 M | 10 | 9.12% | Aumentadas |
|
| 496 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 233 M | -USD 923 k | 5 | 12.35% | Reducidas |
|
| 497 |
Tairen Capital
Hong Kong
| USD 232 M | +USD 60.5 M | 4 | 44.86% | Aumentadas |
|
| 498 |
Martin Currie
Edinburgh,
United Kingdom
| USD 232 M | +USD 23.7 M | 4 | 16.54% | Aumentadas |
|
| 499 |
SVB Wealth
Boston,
Massachusetts
| USD 231 M | -USD 28.1 M | 9 | 7.75% | Reducidas |
|
| 500 |
Weitz Investment Management
Omaha,
Nebraska
| USD 231 M | +USD 12.5 M | 5 | 9.15% | Aumentadas |
|