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 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 344 M | -USD 167 k | 3 | 18.41% | Reducidas |
|
| 577 |
Westwood Holdings Group
Dallas,
Texas
| USD 344 M | -USD 6.36 M | 6 | 3.2% | Reducidas |
|
| 578 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| USD 344 M | +USD 44.4 M | 7 | 3.44% | Aumentadas |
|
| 579 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 343 M | -USD 13.6 M | 1 | 3.49% | Reducidas |
|
| 580 |
Trillium Asset Management
Boston,
Massachusetts
| USD 342 M | +USD 1.56 M | 6 | 10.3% | Aumentadas |
|
| 581 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 341 M | +USD 3.88 M | 9 | 7.03% | Aumentadas |
|
| 582 |
Atria Wealth Solutions
New York
| USD 339 M | +USD 4.16 M | 18 | 4.75% | Aumentadas |
|
| 583 |
Oak Associates
Akron,
Ohio
| USD 338 M | -USD 15.1 M | 9 | 28.12% | Reducidas |
|
| 584 |
BOK Financial
Tulsa,
Oklahoma
| USD 336 M | -USD 17 M | 19 | 7.4% | Reducidas |
|
| 585 |
SVB Wealth
Boston,
Massachusetts
| USD 334 M | -USD 35.3 M | 13 | 7.34% | Reducidas |
|
| 586 |
Glenview Capital Management
New York
| USD 333 M | +USD 103 M | 3 | 7.55% | Aumentadas |
|
| 587 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 332 M | -USD 45.2 k | 3 | 1.96% | Reducidas |
|
| 588 |
Busey Bank
Urbana,
Illinois
| USD 332 M | -USD 3.72 M | 6 | 14.2% | Reducidas |
|
| 589 |
Focused Investors
Los Angeles,
California
| USD 332 M | -USD 5.18 M | 2 | 11.82% | Reducidas |
|
| 590 |
YC
Yarbrough Capital
Franklin,
Tennessee
| USD 332 M | USD 0 | 9 | 19.48% | Mantenido |
|
| 591 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 331 M | -USD 5.22 M | 15 | 0.94% | Reducidas |
|
| 592 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 331 M | -USD 66.3 M | 5 | 2.38% | Reducidas |
|
| 593 |
Glenview Trust
Louisville,
Kentucky
| USD 330 M | +USD 10.3 M | 7 | 9.1% | Aumentadas |
|
| 594 |
PCM
Palestra Capital Management
New York
| USD 328 M | +USD 107 M | 3 | 17.32% | Aumentadas |
|
| 595 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 328 M | -USD 29.5 M | 5 | 10.17% | Reducidas |
|
| 596 |
Prudential plc
London, England,
United Kingdom
| USD 326 M | +USD 6.24 M | 16 | 3.62% | Aumentadas |
|
| 597 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 325 M | -USD 3.77 M | 6 | 15.85% | Reducidas |
|
| 598 |
Sequoia Financial Advisors
Akron,
Ohio
| USD 324 M | +USD 11.4 M | 11 | 5.68% | Aumentadas |
|
| 599 |
Soros Fund Management
New York
| USD 322 M | +USD 5.21 M | 7 | 4.57% | Aumentadas |
|
| 600 |
Tairen Capital
Hong Kong
| USD 322 M | -USD 566 M | 7 | 45.22% | Reducidas |
|