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 |
Cresset Asset Management
Chicago,
Illinois
| USD 334 M | -USD 43.5 M | 18 | 3.47% | Reducidas |
|
| 602 |
NS Partners
London,
United Kingdom
| USD 332 M | -USD 33.9 M | 4 | 17.68% | Reducidas |
|
| 603 |
Metropolis Capital
Amersham,
United Kingdom
| USD 331 M | +USD 62.7 M | 2 | 20.21% | Aumentadas |
|
| 604 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 331 M | -USD 17.1 M | 12 | 12.23% | Reducidas |
|
| 605 |
Suvretta Capital Management
New York
| USD 331 M | -USD 275 M | 2 | 10.1% | Reducidas |
|
| 606 |
River Road Asset Management
Louisville,
Kentucky
| USD 324 M | +USD 198 M | 3 | 3.58% | Aumentadas |
|
| 607 |
Cetera Investment Advisers
Schaumburg,
Illinois
| USD 324 M | +USD 14 M | 20 | 4.65% | Aumentadas |
|
| 608 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 323 M | -USD 42.9 M | 2 | 10.07% | Reducidas |
|
| 609 |
TA
Trivest Advisors
Hong Kong
| USD 322 M | +USD 62.7 M | 6 | 54.43% | Aumentadas |
|
| 610 |
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 321 M | +USD 41.2 M | 7 | 17.37% | Aumentadas |
|
| 611 |
Inverness Counsel
New York
| USD 319 M | -USD 66.1 M | 7 | 14.27% | Reducidas |
|
| 612 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 318 M | -USD 3.5 M | 2 | 7.05% | Reducidas |
|
| 613 |
Confluence Investment Management
St. Louis,
Missouri
| USD 315 M | -USD 1.8 M | 6 | 4.41% | Reducidas |
|
| 614 |
BG
Bollard Group
Boston,
Massachusetts
| USD 315 M | -USD 44.7 M | 15 | 10.08% | Reducidas |
|
| 615 |
HRT Financial
New York
| USD 315 M | +USD 183 M | 27 | 2.25% | Aumentadas |
|
| 616 |
Stonegate Investment Group
Birmingham,
Alabama
| USD 313 M | +USD 8.26 M | 7 | 10.28% | Aumentadas |
|
| 617 |
JC
Joho Capital
New York
| USD 312 M | +USD 9.6 M | 4 | 44.48% | Aumentadas |
|
| 618 |
HS Management Partners
New York
| USD 310 M | -USD 452 k | 2 | 8.93% | Reducidas |
|
| 619 |
Ninety One North America
New York
| USD 309 M | +USD 3.99 M | 4 | 11.34% | Aumentadas |
|
| 620 |
Oakmont Corp
Los Angeles,
California
| USD 309 M | USD 0 | 4 | 28.04% | Mantenido |
|
| 621 |
Hitchwood Capital Management
New York
| USD 306 M | -USD 125 M | 3 | 22.96% | Reducidas |
|
| 622 |
Nippon Life Global Investors Americas
New York
| USD 305 M | -USD 24.2 M | 4 | 16.29% | Reducidas |
|
| 623 |
Braun Stacey Associates
New York
| USD 302 M | -USD 14.7 M | 5 | 12.51% | Reducidas |
|
| 624 |
Great Lakes Advisors
Chicago,
Illinois
| USD 301 M | -USD 14.2 M | 9 | 4.94% | Reducidas |
|
| 625 |
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 301 M | +USD 201 k | 20 | 11.82% | Aumentadas |
|