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 |
Coldstream Capital Management
Bellevue,
Washington
| USD 390 M | +USD 38.1 M | 11 | 12.25% | Aumentadas |
|
| 577 |
IC
Immersion Capital
London,
United Kingdom
| USD 390 M | -USD 32.6 M | 2 | 36.07% | Reducidas |
|
| 578 |
Synovus Financial
Columbus,
Georgia
| USD 389 M | +USD 3.27 M | 14 | 3.86% | Aumentadas |
|
| 579 |
TownSquare Capital
Provo,
Utah
| USD 389 M | +USD 36.8 M | 10 | 9.74% | Aumentadas |
|
| 580 |
Ariel Investments
Chicago,
Illinois
| USD 388 M | -USD 30.9 M | 3 | 3.27% | Reducidas |
|
| 581 |
NS Partners
London,
United Kingdom
| USD 387 M | +USD 3.12 M | 5 | 18.16% | Aumentadas |
|
| 582 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 387 M | -USD 3.91 M | 4 | 2.77% | Reducidas |
|
| 583 |
Capital Counsel
New York
| USD 385 M | -USD 2.84 M | 5 | 16.29% | Reducidas |
|
| 584 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 384 M | +USD 5.14 M | 13 | 14.14% | Aumentadas |
|
| 585 |
Pinnacle Associates
New York
| USD 384 M | +USD 2 M | 15 | 6.62% | Aumentadas |
|
| 586 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 382 M | -USD 39.1 M | 2 | 8.47% | Reducidas |
|
| 587 |
GC
Gobi Capital
San Francisco,
California
| USD 381 M | -USD 1.96 M | 1 | 19.39% | Reducidas |
|
| 588 |
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 381 M | +USD 8.61 M | 7 | 22.11% | Aumentadas |
|
| 589 |
Phoenix Financial
Givatayim,
Israel
| USD 380 M | +USD 18.1 M | 8 | 6.27% | Aumentadas |
|
| 590 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 380 M | -USD 7.27 M | 6 | 16.17% | Reducidas |
|
| 591 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 380 M | -USD 8.43 M | 4 | 4.46% | Reducidas |
|
| 592 |
CM
Conifer Management
New York
| USD 378 M | +USD 51.8 M | 2 | 26.47% | Aumentadas |
|
| 593 |
Greenwoods Asset Management (HK)
Hong Kong
| USD 378 M | +USD 172 M | 3 | 14% | Aumentadas |
|
| 594 |
Crake Asset Management
London,
United Kingdom
| USD 377 M | +USD 203 M | 4 | 21.35% | Aumentadas |
|
| 595 |
Busey Bank
Urbana,
Illinois
| USD 376 M | -USD 12 M | 6 | 14.24% | Reducidas |
|
| 596 |
YC
Yarbrough Capital
Franklin,
Tennessee
| USD 376 M | +USD 379 M | 7 | 20.15% | Nuevas |
|
| 597 |
WhitTier Trust Company
Reno,
Nevada
| USD 375 M | +USD 5.31 M | 16 | 13.71% | Aumentadas |
|
| 598 |
BG
Bollard Group
Boston,
Massachusetts
| USD 375 M | -USD 16.8 M | 17 | 11.99% | Reducidas |
|
| 599 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| USD 374 M | -USD 7.89 M | 5 | 28.63% | Reducidas |
|
| 600 |
NewEdge Advisors
New Orleans,
Louisiana
| USD 373 M | +USD 116 M | 19 | 5.63% | Aumentadas |
|