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 |
Advisors Capital Management
Ridgewood,
New Jersey
| USD 857 M | +USD 490 k | 9 | 10.08% | Aumentadas |
|
| 502 |
Andra AP-fonden
Goteborg,
Sweden
| USD 857 M | +USD 457 M | 16 | 10.59% | Aumentadas |
|
| 503 |
BAMCO Inc
New York
| USD 856 M | +USD 40.6 M | 8 | 2.32% | Aumentadas |
|
| 504 |
Fiduciary Trust
Boston,
Massachusetts
| USD 856 M | -USD 23.6 M | 9 | 9.73% | Reducidas |
|
| 505 |
Alphinity Investment Management
Sydney,
Australia
| USD 855 M | -USD 30.7 M | 2 | 8.66% | Reducidas |
|
| 506 |
Crestwood Advisors Group
Boston,
Massachusetts
| USD 851 M | -USD 47.6 M | 13 | 14.18% | Reducidas |
|
| 507 |
Cable Car Capital
San Francisco,
California
| USD 840 M | +USD 864 M | 3 | 27.96% | Aumentadas |
|
| 508 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 838 M | -USD 104 M | 3 | 14.25% | Reducidas |
|
| 509 |
Capital International Sarl
Los Angeles,
California
| USD 836 M | +USD 46.3 M | 10 | 13.42% | Aumentadas |
|
| 510 |
Beacon Pointe Advisors
Newport Beach,
California
| USD 835 M | +USD 46.4 M | 16 | 5.86% | Aumentadas |
|
| 511 |
Nearwater Capital Markets
Dublin 4, Dublin,
Ireland
| USD 832 M | -USD 278 M | 3 | 14.22% | Reducidas |
|
| 512 |
Baupost Group
Boston,
Massachusetts
| USD 831 M | +USD 264 M | 2 | 15.74% | Aumentadas |
|
| 513 |
Jefferies Financial Group
New York
| USD 821 M | +USD 574 M | 14 | 4.2% | Aumentadas |
|
| 514 |
Yacktman Asset Management
Austin,
Texas
| USD 821 M | -USD 42.7 M | 2 | 11.49% | Reducidas |
|
| 515 |
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| USD 815 M | +USD 20.3 M | 17 | 10.21% | Aumentadas |
|
| 516 |
Citizens Financial Group
Providence,
Rhode Island
| USD 814 M | -USD 12.8 M | 13 | 10.92% | Reducidas |
|
| 517 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
| USD 811 M | +USD 491 M | 8 | 8.15% | Aumentadas |
|
| 518 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 809 M | -USD 157 M | 4 | 7.9% | Reducidas |
|
| 519 |
Slate Path Capital
New York
| USD 808 M | +USD 299 M | 2 | 10.9% | Aumentadas |
|
| 520 |
Eastern Bank
Boston,
Massachusetts
| USD 806 M | -USD 2.63 M | 18 | 13.91% | Reducidas |
|
| 521 |
Tocqueville Asset Management
New York
| USD 805 M | -USD 65.3 M | 12 | 11.74% | Reducidas |
|
| 522 |
HHLR Advisors
Grand Cayman,
Cayman Islands
| USD 798 M | +USD 351 M | 2 | 25.72% | Aumentadas |
|
| 523 |
Mirova US
Boston,
Massachusetts
| USD 794 M | -USD 123 M | 3 | 7.97% | Reducidas |
|
| 524 |
Chilton Investment Company
Stamford,
Connecticut
| USD 792 M | +USD 106 M | 8 | 16.54% | Aumentadas |
|
| 525 |
Crossmark Global Holdings
Houston,
Texas
| USD 788 M | +USD 105 M | 19 | 11.29% | Aumentadas |
|