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 |
RBC Europe
London,
United Kingdom
| USD 263 M | +USD 9.03 M | 14 | 26.16% | Aumentadas |
|
| 502 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 260 M | -USD 7.27 M | 5 | 3.1% | Reducidas |
|
| 503 |
BlueSpruce Investments
Chicago,
Illinois
| USD 259 M | +USD 270 M | 1 | 8.79% | Nuevas |
|
| 504 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 258 M | -USD 34.3 k | 6 | 9.7% | Reducidas |
|
| 505 |
DVF
Discovery Value Fund
Singapore
| USD 257 M | -USD 107 M | 1 | 23.88% | Reducidas |
|
| 506 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 253 M | -USD 1.32 M | 5 | 16.01% | Reducidas |
|
| 507 |
Cannell & Co
New York
| USD 252 M | +USD 29.8 M | 7 | 12.12% | Aumentadas |
|
| 508 |
JC
Joho Capital
New York
| USD 250 M | -USD 25.5 M | 2 | 64.86% | Reducidas |
|
| 509 |
GAM Holding
Zurich,
Switzerland
| USD 250 M | -USD 10.9 M | 10 | 16.97% | Reducidas |
|
| 510 |
MUFG Americas
New York
| USD 248 M | +USD 6.05 M | 11 | 8.24% | Aumentadas |
|
| 511 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 248 M | +USD 68.9 M | 2 | 4.22% | Aumentadas |
|
| 512 |
Deccan Value Investors
Greenwich,
Connecticut
| USD 247 M | +USD 144 M | 1 | 21.39% | Aumentadas |
|
| 513 |
Eagle Asset Management
St Petersburg,
Florida
| USD 246 M | +USD 5.48 M | 9 | 1.53% | Aumentadas |
|
| 514 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 244 M | -USD 36.5 M | 4 | 3.81% | Reducidas |
|
| 515 |
British Airways Pensions Investment Management
London,
United Kingdom
| USD 244 M | +USD 21.3 M | 6 | 12.82% | Aumentadas |
|
| 516 |
Balyasny Asset Management
Chicago,
Illinois
| USD 242 M | -USD 62 M | 12 | 2.87% | Reducidas |
|
| 517 |
Miller Value Partners
Sarasota,
Florida
| USD 241 M | +USD 106 M | 5 | 15.49% | Aumentadas |
|
| 518 |
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 241 M | +USD 122 M | 7 | 21.87% | Aumentadas |
|
| 519 |
MML Investors Services
Springfield,
Massachusetts
| USD 240 M | +USD 15.9 M | 14 | 4.13% | Aumentadas |
|
| 520 |
BG
Bollard Group
Boston,
Massachusetts
| USD 238 M | -USD 1.89 M | 11 | 10.59% | Reducidas |
|
| 521 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 238 M | -USD 8.55 M | 7 | 13.14% | Reducidas |
|
| 522 |
Samlyn Capital
New York
| USD 238 M | +USD 106 M | 3 | 6.01% | Aumentadas |
|
| 523 |
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
| USD 237 M | -USD 11.3 M | 7 | 4.61% | Reducidas |
|
| 524 |
KSCM
Key Square Capital Management
Stamford,
Connecticut
| USD 235 M | +USD 161 M | 3 | 33.15% | Aumentadas |
|
| 525 |
D.A. Davidson & Co
Great Falls,
Montana
| USD 235 M | +USD 9.23 M | 10 | 4.58% | Aumentadas |
|