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 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 380 M | +USD 383 M | 8 | 11.14% | Nuevas |
|
| 477 |
Oppenheimer Asset Management
New York
| USD 378 M | -USD 11.8 M | 15 | 7.34% | Reducidas |
|
| 478 |
Securian Asset Management
St Paul,
Minnesota
| USD 378 M | -USD 4.61 M | 11 | 9.15% | Reducidas |
|
| 479 |
Ariel Investments
Chicago,
Illinois
| USD 377 M | -USD 34.7 k | 4 | 5.47% | Reducidas |
|
| 480 |
Waverton Investment Management
London,
United Kingdom
| USD 376 M | -USD 36.5 M | 3 | 18.66% | Reducidas |
|
| 481 |
JC
Joho Capital
New York
| USD 375 M | -USD 5.7 M | 3 | 75.74% | Reducidas |
|
| 482 |
RWC Asset Advisors
Miami,
Florida
| USD 374 M | +USD 33.4 M | 1 | 23.63% | Aumentadas |
|
| 483 |
SC
SRB Corp
Boston,
Massachusetts
| USD 371 M | -USD 837 k | 2 | 31% | Reducidas |
|
| 484 |
RA
Rovida Advisors
Fort Lauderdale,
Florida
| USD 370 M | +USD 81.7 M | 4 | 25.71% | Aumentadas |
|
| 485 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 364 M | -USD 988 k | 2 | 14.1% | Reducidas |
|
| 486 |
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 362 M | +USD 2.87 M | 7 | 20.29% | Aumentadas |
|
| 487 |
BG
Bollard Group
Boston,
Massachusetts
| USD 360 M | -USD 182 k | 16 | 12.96% | Reducidas |
|
| 488 |
Beck Mack & Oliver
New York
| USD 359 M | -USD 19.5 M | 5 | 13.2% | Reducidas |
|
| 489 |
Scharf Investments
Los Gatos,
California
| USD 358 M | -USD 89.1 M | 3 | 15.41% | Reducidas |
|
| 490 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 357 M | +USD 7.37 M | 10 | 7% | Aumentadas |
|
| 491 |
Gofen & Glossberg
Chicago,
Illinois
| USD 357 M | -USD 5.23 M | 7 | 10.99% | Reducidas |
|
| 492 |
SVB Wealth
Boston,
Massachusetts
| USD 349 M | +USD 14.4 M | 9 | 5.76% | Aumentadas |
|
| 493 |
Eminence Capital
New York
| USD 349 M | -USD 45.3 M | 3 | 3.42% | Reducidas |
|
| 494 |
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| USD 349 M | +USD 22 M | 19 | 11.88% | Aumentadas |
|
| 495 |
Rafferty Asset Management
New York
| USD 347 M | +USD 92.6 M | 15 | 4.19% | Aumentadas |
|
| 496 |
Soma Equity Partners
San Francisco,
California
| USD 346 M | -USD 78.8 M | 2 | 11.08% | Reducidas |
|
| 497 |
Cederberg Capital
London,
United Kingdom
| USD 346 M | +USD 1.05 M | 1 | 16.76% | Aumentadas |
|
| 498 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 345 M | -USD 20.3 M | 15 | 10.93% | Reducidas |
|
| 499 |
Champlain Investment Partners
Burlington,
Vermont
| USD 344 M | -USD 13.5 M | 3 | 2.34% | Reducidas |
|
| 500 |
Country Trust Bank
Bloomington,
Illinois
| USD 343 M | -USD 34.1 M | 10 | 13.13% | Reducidas |
|