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 |
Coldstream Capital Management
Bellevue,
Washington
| USD 250 M | -USD 36.6 M | 8 | 9.72% | Reducidas |
|
| 602 |
MCMC
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 249 M | +USD 39.2 M | 1 | 5.64% | Aumentadas |
|
| 603 |
Meyer Handelman Company
Rye Brook,
New York
| USD 247 M | +USD 3.74 M | 7 | 10.6% | Aumentadas |
|
| 604 |
JC
Joho Capital
New York
| USD 245 M | -USD 36.5 M | 2 | 56.1% | Reducidas |
|
| 605 |
Bridgewater Associates
Westport,
Connecticut
| USD 245 M | -USD 682 M | 16 | 1.04% | Reducidas |
|
| 606 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 245 M | -USD 13.2 M | 12 | 11.8% | Reducidas |
|
| 607 |
GAM Holding
Zurich,
Switzerland
| USD 244 M | -USD 75.4 M | 10 | 16.26% | Reducidas |
|
| 608 |
Gates Foundation Trust
Kirkland,
Washington
| USD 243 M | USD 0 | 1 | 1.37% | Mantenido |
|
| 609 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 242 M | +USD 3.52 M | 13 | 10.48% | Aumentadas |
|
| 610 |
HHLR Advisors
Grand Cayman,
Cayman Islands
| USD 240 M | +USD 204 M | 4 | 5.15% | Aumentadas |
|
| 611 |
Schonfeld Strategic Advisors
New York
| USD 240 M | +USD 12.4 M | 17 | 2.33% | Aumentadas |
|
| 612 |
Saturna Capital
Bellingham,
Washington
| USD 240 M | +USD 170 k | 5 | 5.68% | Aumentadas |
|
| 613 |
RWWM Inc
Rocklin,
California
| USD 240 M | -USD 90.5 M | 3 | 31.92% | Reducidas |
|
| 614 |
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| USD 239 M | +USD 11.8 M | 5 | 14.16% | Aumentadas |
|
| 615 |
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 239 M | +USD 4.88 M | 22 | 10.88% | Aumentadas |
|
| 616 |
Cannell & Spears
New York
| USD 238 M | -USD 12.7 M | 9 | 21.44% | Reducidas |
|
| 617 |
Greenwoods Asset Management (HK)
Hong Kong
| USD 238 M | +USD 48.4 M | 3 | 10.59% | Aumentadas |
|
| 618 |
Select Equity Group
New York
| USD 238 M | +USD 34.5 M | 2 | 0.76% | Aumentadas |
|
| 619 |
Capitolis Advisors
New York
| USD 237 M | -USD 101 M | 4 | 12.41% | Reducidas |
|
| 620 |
Stock Yards Bank & Trust
Louisville,
Kentucky
| USD 236 M | +USD 100 M | 8 | 9.73% | Aumentadas |
|
| 621 |
Inverness Counsel
New York
| USD 236 M | -USD 8.29 M | 7 | 13.24% | Reducidas |
|
| 622 |
River Road Asset Management
Louisville,
Kentucky
| USD 234 M | -USD 37.9 M | 3 | 3.28% | Reducidas |
|
| 623 |
Nippon Life Global Investors Americas
New York
| USD 233 M | -USD 3.2 M | 4 | 15.09% | Reducidas |
|
| 624 |
Covington Capital Management
Los Angeles,
California
| USD 233 M | +USD 46.6 M | 17 | 9.45% | Aumentadas |
|
| 625 |
Madison Asset Management
Madison,
Wisconsin
| USD 232 M | +USD 60.5 M | 7 | 3.63% | Aumentadas |
|