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 |
Dorsal Capital Management
Redwood City,
California
| USD 283 M | -USD 120 M | 3 | 16.83% | Reducidas |
|
| 527 |
Third Point
New York
| USD 283 M | +USD 283 M | 1 | 4.74% | Nuevas |
|
| 528 |
Norinchukin Bank
Tokyo,
Japan
| USD 282 M | -USD 47.3 M | 10 | 6.08% | Reducidas |
|
| 529 |
EP Wealth Advisors
Torrance,
California
| USD 282 M | +USD 15.5 M | 9 | 5.08% | Aumentadas |
|
| 530 |
Cannell & Co
New York
| USD 279 M | -USD 36.9 M | 6 | 10.03% | Reducidas |
|
| 531 |
Country Trust Bank
Bloomington,
Illinois
| USD 277 M | -USD 2.46 M | 9 | 8.21% | Reducidas |
|
| 532 |
Capital Fund Management (CFM)
Paris,
France
| USD 276 M | +USD 68.2 M | 6 | 1.86% | Aumentadas |
|
| 533 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 276 M | +USD 7.05 M | 4 | 12.38% | Aumentadas |
|
| 534 |
Crossmark Global Holdings
Houston,
Texas
| USD 276 M | -USD 14 M | 16 | 6.88% | Reducidas |
|
| 535 |
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| USD 276 M | +USD 276 M | 1 | 7.9% | Nuevas |
|
| 536 |
Bridges Investment Management
Omaha,
Nebraska
| USD 275 M | +USD 2.25 M | 6 | 10.08% | Aumentadas |
|
| 537 |
Achmea Investment Management
Zeist,
Netherlands
| USD 275 M | -USD 9.13 M | 14 | 9.21% | Reducidas |
|
| 538 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 275 M | +USD 1.12 M | 3 | 7.03% | Aumentadas |
|
| 539 |
CA
Cornerstone Advisors
Asheville,
North Carolina
| USD 274 M | USD 0 | 4 | 13.54% | Mantenido |
|
| 540 |
Stonegate Investment Group
Birmingham,
Alabama
| USD 274 M | +USD 22.6 M | 9 | 11.82% | Aumentadas |
|
| 541 |
Perfromance Wealth Partners
Hinsdale,
Illinois
| USD 273 M | -USD 10.3 M | 7 | 16.45% | Reducidas |
|
| 542 |
Argent Capital Management
St Louis,
Missouri
| USD 273 M | -USD 7.44 M | 5 | 9.81% | Reducidas |
|
| 543 |
Synovus Financial
Columbus,
Georgia
| USD 273 M | +USD 4.46 M | 14 | 3.11% | Aumentadas |
|
| 544 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 272 M | +USD 18.9 M | 1 | 2.76% | Aumentadas |
|
| 545 |
Credit Agricole
Montrouge Cedex,
France
| USD 272 M | -USD 535 M | 18 | 5.62% | Reducidas |
|
| 546 |
Oak Associates
Akron,
Ohio
| USD 271 M | -USD 4.02 M | 9 | 22.77% | Reducidas |
|
| 547 |
SC
SRB Corp
Boston,
Massachusetts
| USD 271 M | +USD 436 k | 1 | 17.16% | Aumentadas |
|
| 548 |
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| USD 270 M | -USD 1.72 M | 14 | 6.06% | Reducidas |
|
| 549 |
Armistice Capital
New York
| USD 269 M | +USD 149 M | 4 | 4.69% | Aumentadas |
|
| 550 |
TownSquare Capital
Provo,
Utah
| USD 269 M | +USD 821 k | 13 | 6.65% | Aumentadas |
|