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 | |
|---|---|---|---|---|---|---|---|
| 551 |
GVI
Green Valley Investors
Wilmington,
Delaware
| USD 143 M | +USD 115 k | 1 | 7.03% | Aumentadas |
|
| 552 |
Markel Group
Glen Allen,
Virginia
| USD 142 M | +USD 978 k | 5 | 3.2% | Aumentadas |
|
| 553 |
JC
Joho Capital
New York
| USD 142 M | USD 0 | 1 | 27.08% | Mantenido |
|
| 554 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 141 M | -USD 1.3 M | 5 | 2.84% | Reducidas |
|
| 555 |
Andra AP-fonden
Goteborg,
Sweden
| USD 141 M | -USD 1.01 M | 11 | 3.32% | Reducidas |
|
| 556 |
Valiant Capital Management
San Francisco,
California
| USD 141 M | -USD 25.1 M | 2 | 7.7% | Reducidas |
|
| 557 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 140 M | +USD 642 k | 7 | 3.18% | Aumentadas |
|
| 558 |
DF Dent & Co
Baltimore,
Maryland
| USD 139 M | -USD 7.52 M | 5 | 3.94% | Reducidas |
|
| 559 |
Lakewood Capital Management
New York
| USD 139 M | +USD 1.25 M | 1 | 5.77% | Aumentadas |
|
| 560 |
PFU
Parus Finance (UK)
London,
United Kingdom
| USD 138 M | -USD 9.8 M | 3 | 24.09% | Reducidas |
|
| 561 |
BWCA
Brenner West Capital Advisors
New York
| USD 136 M | -USD 11 M | 2 | 13.75% | Reducidas |
|
| 562 |
NM
NWI Management
New York
| USD 136 M | -USD 319 M | 2 | 10.4% | Reducidas |
|
| 563 |
GAM
GVO Asset Management
Zug,
Switzerland
| USD 136 M | -USD 4.93 M | 2 | 23.46% | Reducidas |
|
| 564 |
SIM
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 135 M | -USD 4.48 M | 10 | 5.5% | Reducidas |
|
| 565 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 134 M | -USD 47.6 M | 2 | 1.58% | Reducidas |
|
| 566 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 133 M | +USD 17.9 M | 6 | 1.63% | Aumentadas |
|
| 567 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 132 M | -USD 7.74 M | 1 | 1.17% | Reducidas |
|
| 568 |
Renaissance Group
Covington,
Kentucky
| USD 132 M | +USD 25.2 M | 6 | 4.95% | Aumentadas |
|
| 569 |
Cambiar Investors
Denver,
Colorado
| USD 132 M | -USD 5.27 M | 2 | 2.19% | Reducidas |
|
| 570 |
Saturna Capital
Bellingham,
Washington
| USD 131 M | -USD 3.13 M | 6 | 4.44% | Reducidas |
|
| 571 |
KM
Kylin Management
New York
| USD 131 M | +USD 29.4 M | 1 | 27.04% | Aumentadas |
|
| 572 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 130 M | -USD 952 k | 1 | 11.19% | Reducidas |
|
| 573 |
ANI
American National Insurance
Galveston,
Texas
| USD 128 M | -USD 2.54 M | 9 | 7.11% | Reducidas |
|
| 574 |
Amalgamated Bank
New York
| USD 128 M | -USD 45.9 M | 11 | 6.38% | Reducidas |
|
| 575 |
GTP
Global Thematic Partners
New York
| USD 128 M | +USD 10.2 M | 2 | 4.36% | Aumentadas |
|