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 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 148 M | -USD 23 M | 6 | 5.02% | Reducidas |
|
| 502 |
GTP
Global Thematic Partners
New York
| USD 147 M | +USD 18.1 M | 2 | 3.13% | Aumentadas |
|
| 503 |
Capital International
Los Angeles,
California
| USD 147 M | +USD 373 k | 8 | 9.46% | Aumentadas |
|
| 504 |
Alpha Wave Global
New York
| USD 146 M | +USD 84.8 M | 2 | 9.6% | Aumentadas |
|
| 505 |
PCM
Pennant Capital Management
Summit,
New Jersey
| USD 146 M | +USD 140 M | 1 | 4.16% | Nuevas |
|
| 506 |
Fiduciary Trust
Boston,
Massachusetts
| USD 145 M | +USD 17.9 M | 9 | 5.13% | Aumentadas |
|
| 507 |
Saturna Capital
Bellingham,
Washington
| USD 145 M | -USD 23.5 M | 6 | 4.64% | Reducidas |
|
| 508 |
DFO
Duquesne Family Office
New York
| USD 144 M | -USD 76 M | 4 | 10.76% | Reducidas |
|
| 509 |
Truist Financial
Charlotte,
North Carolina
| USD 144 M | -USD 7.87 M | 9 | 3.72% | Reducidas |
|
| 510 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 144 M | -USD 32.6 M | 14 | 4.58% | Reducidas |
|
| 511 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| USD 144 M | +USD 46.3 M | 10 | 6.56% | Aumentadas |
|
| 512 |
HCM
Highline Capital Management
New York
| USD 142 M | -USD 54.1 M | 1 | 6.04% | Reducidas |
|
| 513 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
| USD 142 M | +USD 16.8 M | 1 | 12.46% | Aumentadas |
|
| 514 |
Advisors Asset Management
Monument,
Colorado
| USD 142 M | +USD 19.3 M | 12 | 2.36% | Aumentadas |
|
| 515 |
Calvert Investment Management
Bethesda,
Maryland
| USD 142 M | +USD 35.9 M | 9 | 6.27% | Aumentadas |
|
| 516 |
Williams Jones & Associates
New York
| USD 142 M | +USD 6.23 M | 7 | 6.6% | Aumentadas |
|
| 517 |
Oak Associates
Akron,
Ohio
| USD 142 M | -USD 403 k | 8 | 17.33% | Reducidas |
|
| 518 |
Ashfield Capital Partners
San Francisco,
California
| USD 141 M | -USD 3 M | 8 | 10.19% | Reducidas |
|
| 519 |
Bartlett & Co
Cincinnati,
Ohio
| USD 141 M | +USD 7.29 M | 9 | 7.06% | Aumentadas |
|
| 520 |
MICM
Matthews International Capital Management
San Francisco,
California
| USD 140 M | +USD 15.6 M | 1 | 6.24% | Aumentadas |
|
| 521 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 140 M | +USD 3.08 M | 7 | 3.64% | Aumentadas |
|
| 522 |
Securian Asset Management
St Paul,
Minnesota
| USD 140 M | +USD 704 k | 10 | 4.02% | Aumentadas |
|
| 523 |
BAMCO Inc
New York
| USD 140 M | +USD 11.7 M | 6 | 0.74% | Aumentadas |
|
| 524 |
EPCM
Eton Park Capital Management
New York
| USD 139 M | -USD 316 M | 1 | 1.7% | Reducidas |
|
| 525 |
Broad Run Investment Management
Arlington,
Virginia
| USD 139 M | +USD 20.5 k | 2 | 6.94% | Aumentadas |
|