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 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 326 M | -USD 16.6 M | 6 | 15.38% | Reducidas |
|
| 602 |
Capital Counsel
New York
| USD 325 M | +USD 3.73 M | 5 | 16.35% | Aumentadas |
|
| 603 |
SC
SRB Corp
Boston,
Massachusetts
| USD 325 M | +USD 2.14 M | 3 | 21.1% | Aumentadas |
|
| 604 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 325 M | -USD 4.21 M | 6 | 17.44% | Reducidas |
|
| 605 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| USD 325 M | USD 0 | 25 | 2.59% | Mantenido |
|
| 606 |
Alleghany Corporation
New York
| USD 323 M | USD 0 | 3 | 9.62% | Mantenido |
|
| 607 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 320 M | -USD 7.21 M | 6 | 12.67% | Reducidas |
|
| 608 |
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
| USD 320 M | -USD 68.6 M | 2 | 2.28% | Reducidas |
|
| 609 |
WhitTier Trust Company
Reno,
Nevada
| USD 320 M | -USD 4.16 M | 14 | 13.29% | Reducidas |
|
| 610 |
MP
MFN Partners
Boston,
Massachusetts
| USD 319 M | +USD 220 M | 2 | 17.15% | Aumentadas |
|
| 611 |
Moore Capital Management
New York
| USD 319 M | -USD 58.7 M | 6 | 4.53% | Reducidas |
|
| 612 |
Atreides Management
Boston,
Massachusetts
| USD 317 M | +USD 213 M | 4 | 5.66% | Aumentadas |
|
| 613 |
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| USD 317 M | -USD 3.82 M | 9 | 7.59% | Reducidas |
|
| 614 |
QS Investors
New York
| USD 316 M | -USD 13.7 M | 12 | 3.73% | Reducidas |
|
| 615 |
KG Funds Management
New York
| USD 315 M | +USD 10.4 M | 4 | 31.86% | Aumentadas |
|
| 616 |
Braun Stacey Associates
New York
| USD 315 M | +USD 638 k | 5 | 12.27% | Aumentadas |
|
| 617 |
Confluence Investment Management
St. Louis,
Missouri
| USD 315 M | -USD 1.35 M | 7 | 4.18% | Reducidas |
|
| 618 |
Champlain Investment Partners
Burlington,
Vermont
| USD 315 M | +USD 27.4 M | 1 | 1.5% | Aumentadas |
|
| 619 |
Lakewood Capital Management
New York
| USD 313 M | +USD 33 M | 3 | 12.93% | Aumentadas |
|
| 620 |
Quadrature Capital
London,
United Kingdom
| USD 313 M | +USD 65.9 M | 9 | 11.92% | Aumentadas |
|
| 621 |
Davidson Kempner Capital Management
New York
| USD 312 M | +USD 1.87 M | 6 | 2.43% | Aumentadas |
|
| 622 |
SeaTown Holdings
Singapore
| USD 312 M | -USD 150 M | 3 | 15.09% | Reducidas |
|
| 623 |
TT International Asset Management
London,
United Kingdom
| USD 310 M | +USD 25 M | 5 | 14.22% | Aumentadas |
|
| 624 |
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 310 M | +USD 134 M | 11 | 14.7% | Aumentadas |
|
| 625 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 309 M | -USD 15.8 M | 10 | 14.6% | Reducidas |
|