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 |
Miller Value Partners
Sarasota,
Florida
| USD 345 M | +USD 36.8 M | 5 | 15.34% | Aumentadas |
|
| 477 |
Newbrook Capital Advisors
New York
| USD 345 M | +USD 113 M | 2 | 24.14% | Aumentadas |
|
| 478 |
Gofen & Glossberg
Chicago,
Illinois
| USD 343 M | -USD 4.24 M | 7 | 11.52% | Reducidas |
|
| 479 |
Soma Equity Partners
San Francisco,
California
| USD 343 M | +USD 88.9 M | 2 | 13.38% | Aumentadas |
|
| 480 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 339 M | -USD 2.45 M | 13 | 11.67% | Reducidas |
|
| 481 |
Alleghany Corporation
New York
| USD 335 M | -USD 245 M | 3 | 26.89% | Reducidas |
|
| 482 |
GuardCap Asset Management
London,
United Kingdom
| USD 334 M | +USD 74.2 M | 2 | 12.83% | Aumentadas |
|
| 483 |
Westwood Holdings Group
Dallas,
Texas
| USD 333 M | -USD 13.9 M | 7 | 4.41% | Reducidas |
|
| 484 |
Achmea Investment Management
Zeist,
Netherlands
| USD 329 M | +USD 52 M | 9 | 11.14% | Aumentadas |
|
| 485 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 327 M | -USD 41.4 M | 10 | 6.6% | Reducidas |
|
| 486 |
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 327 M | +USD 11 M | 7 | 22.88% | Aumentadas |
|
| 487 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| USD 325 M | USD 0 | 23 | 2.59% | Mantenido |
|
| 488 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 322 M | -USD 7.25 M | 5 | 17.05% | Reducidas |
|
| 489 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 320 M | -USD 94 M | 4 | 9.69% | Reducidas |
|
| 490 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 318 M | -USD 320 M | 6 | 21.51% | Reducidas |
|
| 491 |
MUFG Americas
New York
| USD 317 M | -USD 1.11 M | 11 | 9.09% | Reducidas |
|
| 492 |
JC
Joho Capital
New York
| USD 316 M | +USD 16.7 M | 2 | 90.4% | Aumentadas |
|
| 493 |
ARK Investment Management
St. Petersburg,
Florida
| USD 316 M | +USD 125 M | 7 | 3.39% | Aumentadas |
|
| 494 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 315 M | +USD 24 M | 8 | 1.31% | Aumentadas |
|
| 495 |
BG
Bollard Group
Boston,
Massachusetts
| USD 314 M | +USD 941 k | 15 | 12.35% | Aumentadas |
|
| 496 |
SVB Wealth
Boston,
Massachusetts
| USD 314 M | +USD 18.2 M | 8 | 5.84% | Aumentadas |
|
| 497 |
Mizuho Securities
Tokyo,
Japan
| USD 313 M | +USD 322 M | 6 | 88.13% | Aumentadas |
|
| 498 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 310 M | -USD 2.98 M | 5 | 4.56% | Reducidas |
|
| 499 |
Marshall Wace Asia
Central,
Hong Kong
| USD 309 M | -USD 250 M | 6 | 6.83% | Reducidas |
|
| 500 |
GMT Capital
Atlanta,
Georgia
| USD 307 M | -USD 47.6 M | 4 | 17.3% | Reducidas |
|