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 |
TimesSquare Capital Management
New York
| USD 272 M | -USD 7.05 M | 4 | 2.21% | Reducidas |
|
| 602 |
Oakmont Corp
Los Angeles,
California
| USD 272 M | +USD 1.13 M | 4 | 24.12% | Aumentadas |
|
| 603 |
NAYA Capital Management (UK)
London,
United Kingdom
| USD 271 M | -USD 2.73 M | 1 | 10.95% | Reducidas |
|
| 604 |
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| USD 271 M | +USD 264 M | 2 | 4.57% | Nuevas |
|
| 605 |
Mercer Global Advisors
Denver,
Colorado
| USD 269 M | +USD 17.8 M | 15 | 3.36% | Aumentadas |
|
| 606 |
Pinnacle Associates
New York
| USD 269 M | -USD 3.27 M | 13 | 5.46% | Reducidas |
|
| 607 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 269 M | +USD 11 M | 10 | 13.86% | Aumentadas |
|
| 608 |
Synovus Financial
Columbus,
Georgia
| USD 268 M | +USD 2.21 M | 13 | 3.09% | Aumentadas |
|
| 609 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 266 M | +USD 60.6 M | 4 | 3.42% | Aumentadas |
|
| 610 |
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 265 M | +USD 38.8 M | 1 | 8.26% | Aumentadas |
|
| 611 |
SC
SRB Corp
Boston,
Massachusetts
| USD 264 M | -USD 124 M | 2 | 19.44% | Reducidas |
|
| 612 |
NS Partners
London,
United Kingdom
| USD 264 M | +USD 1.67 M | 5 | 15.42% | Aumentadas |
|
| 613 |
Wealthfront Advisers
Palo Alto,
California
| USD 264 M | +USD 7.88 M | 9 | 1.59% | Aumentadas |
|
| 614 |
Smith Group Asset Management
Dallas,
Texas
| USD 262 M | -USD 104 M | 4 | 15.18% | Reducidas |
|
| 615 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 261 M | +USD 18.8 M | 2 | 5.03% | Aumentadas |
|
| 616 |
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 260 M | -USD 168 M | 7 | 5.97% | Reducidas |
|
| 617 |
Chilton Investment Company
Stamford,
Connecticut
| USD 259 M | -USD 31.4 M | 5 | 7.4% | Reducidas |
|
| 618 |
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 259 M | +USD 76.4 M | 3 | 11.37% | Aumentadas |
|
| 619 |
Avalon Investment & Advisory
Houston,
Texas
| USD 257 M | -USD 22.3 M | 9 | 5.24% | Reducidas |
|
| 620 |
Cambiar Investors
Denver,
Colorado
| USD 257 M | +USD 32.8 M | 4 | 10.03% | Aumentadas |
|
| 621 |
Abrams Capital Management
Boston,
Massachusetts
| USD 257 M | USD 0 | 1 | 7.24% | Mantenido |
|
| 622 |
Regal Partners
Sydney, NSW,
Australia
| USD 255 M | -USD 6.34 M | 1 | 26.36% | Reducidas |
|
| 623 |
CA
Cornerstone Advisors
Asheville,
North Carolina
| USD 255 M | -USD 11.7 M | 4 | 22.35% | Reducidas |
|
| 624 |
AssetMark Inc
Concord,
California
| USD 253 M | +USD 4.88 M | 14 | 1.41% | Aumentadas |
|
| 625 |
Motley Fool Wealth Management
Alexandria,
Virginia
| USD 253 M | +USD 4.01 M | 4 | 11.24% | Aumentadas |
|