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 | |
|---|---|---|---|---|---|---|---|
| 526 |
Homestead Advisers
Arlington,
Virginia
| USD 418 M | -USD 5.69 M | 3 | 10.23% | Reducidas |
|
| 527 |
Colony Group
Boston,
Massachusetts
| USD 415 M | +USD 151 M | 12 | 6.2% | Aumentadas |
|
| 528 |
Chilton Investment Company
Stamford,
Connecticut
| USD 415 M | +USD 88.6 M | 4 | 9.98% | Aumentadas |
|
| 529 |
WCM Investment Management
Laguna Beach,
California
| USD 415 M | +USD 331 M | 4 | 1.16% | Aumentadas |
|
| 530 |
Capitolis Advisors
New York
| USD 414 M | -USD 2132 M | 5 | 20.83% | Reducidas |
|
| 531 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 414 M | -USD 71.2 M | 13 | 3.39% | Reducidas |
|
| 532 |
Bridges Investment Management
Omaha,
Nebraska
| USD 414 M | +USD 414 k | 6 | 12.79% | Aumentadas |
|
| 533 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 412 M | -USD 2.56 M | 7 | 11.09% | Reducidas |
|
| 534 |
Glenview Capital Management
New York
| USD 412 M | +USD 141 M | 4 | 8.34% | Aumentadas |
|
| 535 |
Alyeska Investment Group
Chicago,
Illinois
| USD 412 M | +USD 51.7 M | 9 | 4.54% | Aumentadas |
|
| 536 |
R.M. Davis Inc
Portland,
Maine
| USD 412 M | +USD 744 k | 7 | 9.81% | Aumentadas |
|
| 537 |
Crestwood Advisors Group
Boston,
Massachusetts
| USD 410 M | -USD 1.33 M | 7 | 11.5% | Reducidas |
|
| 538 |
Abrams Capital Management
Boston,
Massachusetts
| USD 407 M | USD 0 | 1 | 9.51% | Mantenido |
|
| 539 |
Tybourne Capital Management
Hong Kong
| USD 406 M | -USD 262 M | 5 | 24.02% | Reducidas |
|
| 540 |
Miller Value Partners
Sarasota,
Florida
| USD 406 M | +USD 510 k | 4 | 13.06% | Aumentadas |
|
| 541 |
Cetera Advisor Networks
El Segundo,
California
| USD 405 M | +USD 28.6 M | 23 | 4.91% | Aumentadas |
|
| 542 |
YC
Yarbrough Capital
Franklin,
Tennessee
| USD 404 M | +USD 42.1 M | 6 | 22.99% | Aumentadas |
|
| 543 |
ClariVest Asset Management
San Diego,
California
| USD 402 M | -USD 107 M | 13 | 15.84% | Reducidas |
|
| 544 |
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 401 M | -USD 156 M | 1 | 14.9% | Reducidas |
|
| 545 |
Senator Investment Group
New York
| USD 401 M | +USD 153 M | 2 | 12.42% | Aumentadas |
|
| 546 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 398 M | +USD 89.4 M | 1 | 3.22% | Aumentadas |
|
| 547 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| USD 397 M | +USD 22.8 M | 29 | 2.82% | Aumentadas |
|
| 548 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 395 M | -USD 21.4 M | 6 | 16.56% | Reducidas |
|
| 549 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 394 M | +USD 32.2 M | 13 | 15.09% | Aumentadas |
|
| 550 |
Shelton Capital Management
Denver,
Colorado
| USD 393 M | +USD 9.13 M | 8 | 14.53% | Aumentadas |
|