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 |
TPG GP A
Fort Worth,
Texas
| USD 323 M | +USD 42.9 M | 2 | 4.99% | Aumentadas |
|
| 527 |
TCM
Tybourne Capital Management
Hong Kong
| USD 322 M | +USD 55.7 M | 5 | 23.25% | Aumentadas |
|
| 528 |
Brookfield Corp
Toronto,
Ontario, Canada
| USD 320 M | +USD 37.8 M | 7 | 1.35% | Aumentadas |
|
| 529 |
MVP
Miller Value Partners
Sarasota,
Florida
| USD 319 M | -USD 21.8 M | 4 | 16.23% | Reducidas |
|
| 530 |
Abrams Capital Management
Boston,
Massachusetts
| USD 319 M | USD 0 | 1 | 8.58% | Mantenido |
|
| 531 |
FA
FDx Advisors
Chicago,
Illinois
| USD 318 M | +USD 133 M | 10 | 11.93% | Aumentadas |
|
| 532 |
Country Trust Bank
Bloomington,
Illinois
| USD 317 M | +USD 25 M | 11 | 10.03% | Aumentadas |
|
| 533 |
Trillium Asset Management
Boston,
Massachusetts
| USD 315 M | +USD 240 M | 6 | 9.66% | Aumentadas |
|
| 534 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 313 M | -USD 10.2 M | 6 | 2.72% | Reducidas |
|
| 535 |
Border to Coast Pensions Partnership
Leeds,
United Kingdom
| USD 313 M | +USD 66.1 M | 4 | 9.7% | Aumentadas |
|
| 536 |
Shelton Capital Management
Denver,
Colorado
| USD 313 M | +USD 7.72 M | 8 | 14.06% | Aumentadas |
|
| 537 |
Ariel Investments
Chicago,
Illinois
| USD 311 M | +USD 16.7 M | 3 | 3.11% | Aumentadas |
|
| 538 |
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| USD 311 M | -USD 4.68 M | 10 | 7.11% | Reducidas |
|
| 539 |
Rafferty Asset Management
New York
| USD 310 M | -USD 126 M | 17 | 2.85% | Reducidas |
|
| 540 |
R.M. Davis Inc
Portland,
Maine
| USD 310 M | -USD 6.87 M | 7 | 8.64% | Reducidas |
|
| 541 |
IVSFI
IA Venture Strategies Fund II
New York
| USD 306 M | USD 0 | 1 | 89.16% | Mantenido |
|
| 542 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| USD 305 M | +USD 703 k | 32 | 2.36% | Aumentadas |
|
| 543 |
HMP
HS Management Partners
New York
| USD 304 M | +USD 58.6 M | 2 | 11% | Aumentadas |
|
| 544 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 304 M | -USD 6.01 M | 4 | 4.67% | Reducidas |
|
| 545 |
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| USD 303 M | +USD 114 M | 15 | 7.1% | Aumentadas |
|
| 546 |
Eagle Asset Management
St Petersburg,
Florida
| USD 302 M | +USD 3.78 M | 7 | 1.89% | Aumentadas |
|
| 547 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 299 M | +USD 1.92 M | 10 | 5.97% | Aumentadas |
|
| 548 |
WhitTier Trust Company
Reno,
Nevada
| USD 298 M | +USD 9.3 M | 19 | 12.32% | Aumentadas |
|
| 549 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 298 M | -USD 43.4 M | 4 | 12.28% | Reducidas |
|
| 550 |
TC
TownSquare Capital
Provo,
Utah
| USD 298 M | +USD 35.4 M | 10 | 8.46% | Aumentadas |
|