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 | |
|---|---|---|---|---|---|---|---|
| 501 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 116 M | -USD 123 M | 7 | 0.63% | Reducidas |
|
| 502 |
LPL Financial
San Diego,
California
| USD 116 M | -USD 51.5 M | 9 | 0.64% | Reducidas |
|
| 503 |
PineBridge Investments
New York
| USD 115 M | +USD 57.8 M | 7 | 4.9% | Aumentadas |
|
| 504 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 115 M | -USD 441 k | 4 | 8.29% | Reducidas |
|
| 505 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 114 M | +USD 1.48 M | 5 | 2.35% | Aumentadas |
|
| 506 |
Oakbrook Investments
Lisle,
Illinois
| USD 114 M | +USD 6.97 M | 7 | 7.49% | Aumentadas |
|
| 507 |
Broad Run Investment Management
Arlington,
Virginia
| USD 114 M | +USD 9.08 M | 1 | 6.47% | Aumentadas |
|
| 508 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 114 M | USD 0 | 8 | 2.9% | Mantenido |
|
| 509 |
Daiwa Securities Group
Tokyo,
Japan
| USD 114 M | -USD 20.9 M | 9 | 0.81% | Reducidas |
|
| 510 |
Appaloosa Management
Miami Beach,
Florida
| USD 114 M | -USD 212 M | 1 | 3.97% | Reducidas |
|
| 511 |
Perkins Investment Management
Chicago,
Illinois
| USD 113 M | -USD 68.9 M | 3 | 1.63% | Reducidas |
|
| 512 |
Capital Fund Management (CFM)
Paris,
France
| USD 112 M | +USD 12.2 M | 6 | 1.26% | Aumentadas |
|
| 513 |
Securian Asset Management
St Paul,
Minnesota
| USD 112 M | -USD 506 k | 8 | 3.67% | Reducidas |
|
| 514 |
Williams Jones & Associates
New York
| USD 112 M | -USD 17.4 M | 8 | 5.02% | Reducidas |
|
| 515 |
DFO
Duquesne Family Office
New York
| USD 111 M | +USD 5.96 M | 2 | 9.46% | Aumentadas |
|
| 516 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 111 M | -USD 147 k | 5 | 12.14% | Reducidas |
|
| 517 |
British Airways Pensions Investment Management
London,
United Kingdom
| USD 110 M | -USD 46.7 M | 4 | 3.74% | Reducidas |
|
| 518 |
Evercore Wealth Management
New York
| USD 110 M | +USD 5.06 M | 10 | 5.24% | Aumentadas |
|
| 519 |
Bartlett & Co
Cincinnati,
Ohio
| USD 110 M | -USD 7.24 M | 5 | 6.01% | Reducidas |
|
| 520 |
Meyer Handelman Company
Rye Brook,
New York
| USD 109 M | -USD 301 k | 5 | 5.54% | Reducidas |
|
| 521 |
Fairholme Capital Management
South Miami,
Florida
| USD 109 M | +USD 117 M | 1 | 3.15% | Nuevas |
|
| 522 |
Foresters Investment Management
New York
| USD 109 M | +USD 1.62 M | 3 | 2.33% | Aumentadas |
|
| 523 |
EC
EMS Capital
New York
| USD 108 M | +USD 48.2 M | 1 | 11.16% | Aumentadas |
|
| 524 |
SAS
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| USD 108 M | -USD 10.3 M | 1 | 16.73% | Reducidas |
|
| 525 |
Argent Capital Management
St Louis,
Missouri
| USD 107 M | +USD 2.8 M | 4 | 5.36% | Aumentadas |
|