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 |
MCMC
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 192 M | USD 0 | 1 | 4.09% | Mantenido |
|
| 602 |
Erste Asset Management
Vienna,
Austria
| USD 192 M | +USD 18.5 M | 10 | 8.49% | Aumentadas |
|
| 603 |
Krane Funds Advisors
New York
| USD 192 M | +USD 1.72 M | 3 | 12.38% | Aumentadas |
|
| 604 |
GuardCap Asset Management
London,
United Kingdom
| USD 191 M | +USD 21.4 M | 2 | 11.25% | Aumentadas |
|
| 605 |
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| USD 190 M | +USD 175 M | 3 | 36.41% | Nuevas |
|
| 606 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 188 M | -USD 1.38 M | 12 | 9.09% | Reducidas |
|
| 607 |
Avalon Investment & Advisory
Houston,
Texas
| USD 188 M | -USD 9.24 M | 7 | 3.84% | Reducidas |
|
| 608 |
Newbrook Capital Advisors
New York
| USD 188 M | -USD 37.5 M | 3 | 15.65% | Reducidas |
|
| 609 |
NS Partners
London,
United Kingdom
| USD 188 M | +USD 12 M | 5 | 14.95% | Aumentadas |
|
| 610 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 187 M | -USD 37.1 M | 4 | 17.87% | Reducidas |
|
| 611 |
Columbus Hill Capital Management
Short Hills,
New Jersey
| USD 186 M | +USD 33.7 M | 4 | 20.05% | Aumentadas |
|
| 612 |
Select Equity Group
New York
| USD 186 M | -USD 346 M | 3 | 1.17% | Reducidas |
|
| 613 |
R.M. Davis Inc
Portland,
Maine
| USD 185 M | +USD 11.1 M | 7 | 6.07% | Aumentadas |
|
| 614 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
| USD 185 M | +USD 4.35 M | 9 | 6.59% | Aumentadas |
|
| 615 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 185 M | -USD 33.7 M | 3 | 4.13% | Reducidas |
|
| 616 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 184 M | -USD 804 k | 7 | 9.18% | Reducidas |
|
| 617 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 184 M | USD 0 | 2 | 6.01% | Mantenido |
|
| 618 |
Cambridge Trust
Cambridge,
Massachusetts
| USD 184 M | -USD 456 k | 7 | 9.72% | Reducidas |
|
| 619 |
TP
Thunderbird Partners
London,
United Kingdom
| USD 183 M | -USD 90.3 k | 1 | 29.47% | Reducidas |
|
| 620 |
Gladstone Capital Management
London,
United Kingdom
| USD 182 M | +USD 54.7 M | 3 | 22.83% | Aumentadas |
|
| 621 |
Gotham Asset Management
New York
| USD 182 M | -USD 86.1 M | 9 | 3.33% | Reducidas |
|
| 622 |
Carillon Tower Advisers
St. Petersburg,
Florida
| USD 181 M | +USD 22.4 M | 6 | 1.21% | Aumentadas |
|
| 623 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 181 M | +USD 9.09 M | 7 | 13.63% | Aumentadas |
|
| 624 |
Hyperion Asset Management
Brisbane,
Australia
| USD 180 M | +USD 43.9 M | 3 | 41.47% | Aumentadas |
|
| 625 |
Cannell & Spears
New York
| USD 180 M | -USD 3.2 M | 6 | 19.26% | Reducidas |
|