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 | |
|---|---|---|---|---|---|---|---|
| 576 |
IEQ Capital
Foster City,
California
| USD 317 M | +USD 137 M | 15 | 13.08% | Aumentadas |
|
| 577 |
IC
Immersion Capital
London,
United Kingdom
| USD 315 M | -USD 50.7 M | 2 | 33.39% | Reducidas |
|
| 578 |
JC
Joho Capital
New York
| USD 311 M | -USD 49 M | 4 | 48.37% | Reducidas |
|
| 579 |
AE Wealth Management
Topeka,
Kansas
| USD 311 M | +USD 11.6 M | 18 | 3.14% | Aumentadas |
|
| 580 |
MIM
Meridiem Investment Management
London,
United Kingdom
| USD 310 M | -USD 704 k | 4 | 12.46% | Reducidas |
|
| 581 |
Durable Capital Partners
Bethesda,
Maryland
| USD 308 M | -USD 169 M | 2 | 2.61% | Reducidas |
|
| 582 |
UMB Bank
Kansas City,
Missouri
| USD 307 M | -USD 5.28 M | 8 | 7.51% | Reducidas |
|
| 583 |
WCM Investment Management
Laguna Beach,
California
| USD 305 M | +USD 77 M | 3 | 0.84% | Aumentadas |
|
| 584 |
Alta Capital Management
Salt Lake City,
Utah
| USD 304 M | +USD 160 M | 5 | 9.3% | Aumentadas |
|
| 585 |
Abrams Capital Management
Boston,
Massachusetts
| USD 302 M | USD 0 | 1 | 6.8% | Mantenido |
|
| 586 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 302 M | +USD 37.4 M | 13 | 12.28% | Aumentadas |
|
| 587 |
TT International Asset Management
London,
United Kingdom
| USD 301 M | -USD 156 M | 5 | 12% | Reducidas |
|
| 588 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 300 M | +USD 23.3 M | 3 | 7.57% | Aumentadas |
|
| 589 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 300 M | -USD 2.03 M | 6 | 15.17% | Reducidas |
|
| 590 |
Inverness Counsel
New York
| USD 300 M | +USD 3.37 M | 7 | 12.38% | Aumentadas |
|
| 591 |
British Airways Pensions Investment Management
London,
United Kingdom
| USD 299 M | -USD 22 M | 5 | 11.73% | Reducidas |
|
| 592 |
Wealthfront Advisers
Palo Alto,
California
| USD 296 M | +USD 18.7 M | 9 | 1.59% | Aumentadas |
|
| 593 |
Pinnacle Associates
New York
| USD 296 M | +USD 14.2 M | 15 | 5.64% | Aumentadas |
|
| 594 |
Hyperion Asset Management
Brisbane,
Australia
| USD 294 M | -USD 14.3 M | 3 | 20.45% | Reducidas |
|
| 595 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 293 M | -USD 1.7 M | 4 | 3.62% | Reducidas |
|
| 596 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 293 M | -USD 882 k | 11 | 11.63% | Reducidas |
|
| 597 |
Amalgamated Bank
New York
| USD 292 M | -USD 13.8 M | 20 | 10.96% | Reducidas |
|
| 598 |
FDx Advisors
Chicago,
Illinois
| USD 292 M | +USD 56.2 M | 14 | 11.01% | Aumentadas |
|
| 599 |
Balyasny Asset Management
Chicago,
Illinois
| USD 292 M | -USD 384 M | 13 | 1.44% | Reducidas |
|
| 600 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 289 M | -USD 62 M | 3 | 2.18% | Reducidas |
|