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 |
Metropolis Capital
Amersham,
United Kingdom
| USD 471 M | -USD 22.1 M | 3 | 16.86% | Reducidas |
|
| 552 |
AKO Capital
London,
United Kingdom
| USD 470 M | +USD 1.08 M | 1 | 6.67% | Aumentadas |
|
| 553 |
DFO
Duquesne Family Office
New York
| USD 468 M | -USD 18.7 M | 1 | 10.67% | Reducidas |
|
| 554 |
Madison Asset Management
Madison,
Wisconsin
| USD 466 M | +USD 13.4 M | 8 | 5.73% | Aumentadas |
|
| 555 |
Kodai Capital Management
Chicago,
Illinois
| USD 464 M | -USD 512 M | 7 | 10.84% | Reducidas |
|
| 556 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 460 M | +USD 8.15 M | 4 | 16.35% | Aumentadas |
|
| 557 |
HHLR Advisors
Grand Cayman,
Cayman Islands
| USD 459 M | -USD 83.6 M | 4 | 9.97% | Reducidas |
|
| 558 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 457 M | -USD 6.8 M | 5 | 19.96% | Reducidas |
|
| 559 |
Tidal Investments
Milwaukee,
Wisconsin
| USD 457 M | +USD 37 M | 22 | 7.54% | Aumentadas |
|
| 560 |
Bridges Investment Management
Omaha,
Nebraska
| USD 454 M | -USD 12.2 M | 6 | 14.18% | Reducidas |
|
| 561 |
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| USD 453 M | +USD 71.5 M | 1 | 33.68% | Aumentadas |
|
| 562 |
Baupost Group
Boston,
Massachusetts
| USD 450 M | +USD 1.17 M | 1 | 12.34% | Aumentadas |
|
| 563 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 449 M | -USD 32.9 M | 3 | 14.79% | Reducidas |
|
| 564 |
SC
SRB Corp
Boston,
Massachusetts
| USD 449 M | -USD 6.36 M | 3 | 24.86% | Reducidas |
|
| 565 |
Glenview Trust
Louisville,
Kentucky
| USD 448 M | +USD 9.13 M | 7 | 9.62% | Aumentadas |
|
| 566 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| USD 446 M | +USD 14 M | 8 | 3.32% | Aumentadas |
|
| 567 |
R.M. Davis Inc
Portland,
Maine
| USD 446 M | +USD 3.34 M | 7 | 9.33% | Aumentadas |
|
| 568 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 444 M | +USD 49.6 k | 3 | 8.11% | Aumentadas |
|
| 569 |
Country Trust Bank
Bloomington,
Illinois
| USD 444 M | -USD 13.7 M | 9 | 11.52% | Reducidas |
|
| 570 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 443 M | -USD 18.1 M | 9 | 15.63% | Reducidas |
|
| 571 |
Envestnet Portfolio Solutions
Chicago,
Illinois
| USD 440 M | +USD 53.7 M | 13 | 1.65% | Aumentadas |
|
| 572 |
Atria Investments
Charlotte,
North Carolina
| USD 439 M | +USD 7.87 M | 9 | 6.04% | Aumentadas |
|
| 573 |
Busey Bank
Urbana,
Illinois
| USD 438 M | +USD 9.7 M | 6 | 15.53% | Aumentadas |
|
| 574 |
Advisors Asset Management
Monument,
Colorado
| USD 434 M | -USD 9.6 M | 16 | 8.33% | Reducidas |
|
| 575 |
Coldstream Capital Management
Bellevue,
Washington
| USD 433 M | +USD 4.64 M | 10 | 11% | Aumentadas |
|