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 | |
|---|---|---|---|---|---|---|---|
| 601 |
Junto Capital Management
New York
| USD 170 M | +USD 50 M | 3 | 11.89% | Aumentadas |
|
| 602 |
Argent Capital Management
St Louis,
Missouri
| USD 169 M | -USD 3.07 M | 5 | 6.1% | Reducidas |
|
| 603 |
RBC Europe
London,
United Kingdom
| USD 169 M | +USD 2.31 M | 15 | 19.84% | Aumentadas |
|
| 604 |
NF Trinity Capital
Central,
Hong Kong
| USD 168 M | -USD 20.1 M | 3 | 23.04% | Reducidas |
|
| 605 |
PFU
Parus Finance (UK)
London,
United Kingdom
| USD 168 M | +USD 6.8 M | 4 | 32.38% | Aumentadas |
|
| 606 |
SIM
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 168 M | -USD 12.6 M | 10 | 10.95% | Reducidas |
|
| 607 |
ARK Investment Management
St. Petersburg,
Florida
| USD 167 M | +USD 22.7 M | 5 | 6.13% | Aumentadas |
|
| 608 |
AA
Ancient Art
Austin,
Texas
| USD 167 M | -USD 7.29 M | 1 | 31.37% | Reducidas |
|
| 609 |
Taikang Asset Management (HK)
Hong Kong
| USD 167 M | -USD 87.4 M | 5 | 18.92% | Reducidas |
|
| 610 |
JC
Joho Capital
New York
| USD 165 M | USD 0 | 1 | 35.98% | Mantenido |
|
| 611 |
Winton Group
London,
United Kingdom
| USD 165 M | -USD 1.86 M | 11 | 4.21% | Reducidas |
|
| 612 |
Madison Investment Holdings
Madison,
Wisconsin
| USD 163 M | -USD 1.3 M | 5 | 2.91% | Reducidas |
|
| 613 |
Stockbridge Partners
Boston,
Massachusetts
| USD 163 M | -USD 33.6 M | 1 | 6.78% | Reducidas |
|
| 614 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 161 M | +USD 903 k | 4 | 12.55% | Aumentadas |
|
| 615 |
Cadian Capital Management
New York
| USD 161 M | +USD 78.9 M | 3 | 7.73% | Aumentadas |
|
| 616 |
NWQ Investment Management Company
Los Angeles,
California
| USD 160 M | -USD 39.9 M | 3 | 2.88% | Reducidas |
|
| 617 |
BOK Financial
Tulsa,
Oklahoma
| USD 160 M | +USD 1.87 M | 10 | 4.3% | Aumentadas |
|
| 618 |
Saturna Capital
Bellingham,
Washington
| USD 159 M | -USD 49.8 k | 6 | 5.11% | Reducidas |
|
| 619 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 159 M | +USD 1.12 M | 10 | 8.87% | Aumentadas |
|
| 620 |
Personal Capital Advisors
Redwood City,
California
| USD 159 M | +USD 3.02 M | 9 | 2.23% | Aumentadas |
|
| 621 |
Klingenstein Fields & Co
New York
| USD 158 M | -USD 7.43 M | 6 | 6.01% | Reducidas |
|
| 622 |
Washington Trust
Westerly,
Rhode Island
| USD 157 M | -USD 886 k | 13 | 8.42% | Reducidas |
|
| 623 |
Quantitative Investment Management
Charlottesville,
Virginia
| USD 157 M | -USD 45.8 M | 9 | 3.24% | Reducidas |
|
| 624 |
AI
ArchPoint Investors
Coral Gables,
Florida
| USD 156 M | +USD 1.12 M | 4 | 45.08% | Aumentadas |
|
| 625 |
BG
Bollard Group
Boston,
Massachusetts
| USD 156 M | +USD 1.07 M | 9 | 7.17% | Aumentadas |
|