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 |
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 234 M | -USD 44.5 M | 1 | 10.42% | Reducidas |
|
| 602 |
PGGM Investments
Zeist,
Netherlands
| USD 234 M | +USD 267 M | 7 | 4.11% | Nuevas |
|
| 603 |
Miller Value Partners
Sarasota,
Florida
| USD 233 M | -USD 44.6 M | 4 | 14.17% | Reducidas |
|
| 604 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 233 M | -USD 88 M | 10 | 11.88% | Reducidas |
|
| 605 |
HHLR Advisors
Grand Cayman,
Cayman Islands
| USD 233 M | +USD 63.5 M | 4 | 6.12% | Aumentadas |
|
| 606 |
Capital Fund Management (CFM)
Paris,
France
| USD 232 M | +USD 77.4 M | 11 | 1.82% | Aumentadas |
|
| 607 |
Confluence Investment Management
St. Louis,
Missouri
| USD 231 M | -USD 792 k | 4 | 3.86% | Reducidas |
|
| 608 |
Harvard Management Company
Boston,
Massachusetts
| USD 231 M | USD 0 | 1 | 28.7% | Mantenido |
|
| 609 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| USD 230 M | -USD 7.4 M | 5 | 30.24% | Reducidas |
|
| 610 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 230 M | -USD 1.38 M | 6 | 5.44% | Reducidas |
|
| 611 |
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| USD 230 M | +USD 45.7 M | 3 | 34.61% | Aumentadas |
|
| 612 |
Leonteq Securities AG
Zurich,
Switzerland
| USD 230 M | +USD 42.1 M | 22 | 8.93% | Aumentadas |
|
| 613 |
Nippon Life Global Investors Americas
New York
| USD 229 M | +USD 14.2 M | 4 | 16.13% | Aumentadas |
|
| 614 |
Meyer Handelman Company
Rye Brook,
New York
| USD 227 M | +USD 3.95 M | 7 | 10.47% | Aumentadas |
|
| 615 |
Tybourne Capital Management
Hong Kong
| USD 226 M | -USD 94.8 M | 5 | 21.75% | Reducidas |
|
| 616 |
Madison Asset Management
Madison,
Wisconsin
| USD 225 M | +USD 8.97 M | 6 | 3.8% | Aumentadas |
|
| 617 |
Stock Yards Bank & Trust
Louisville,
Kentucky
| USD 225 M | +USD 6.63 M | 8 | 9.59% | Aumentadas |
|
| 618 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 224 M | -USD 13.3 M | 2 | 6.13% | Reducidas |
|
| 619 |
Inverness Counsel
New York
| USD 222 M | +USD 2.36 M | 7 | 12.37% | Aumentadas |
|
| 620 |
Oakmont Corp
Los Angeles,
California
| USD 222 M | +USD 1.45 M | 4 | 34.76% | Aumentadas |
|
| 621 |
MP
MFN Partners
Boston,
Massachusetts
| USD 222 M | -USD 234 M | 1 | 10.05% | Reducidas |
|
| 622 |
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| USD 222 M | +USD 11.7 M | 8 | 8.02% | Aumentadas |
|
| 623 |
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 221 M | +USD 701 k | 19 | 10.07% | Aumentadas |
|
| 624 |
Cresset Asset Management
Chicago,
Illinois
| USD 220 M | -USD 27.5 M | 14 | 2.78% | Reducidas |
|
| 625 |
RegentAtlantic Capital
Morristown,
New Jersey
| USD 217 M | +USD 6.64 M | 10 | 6.5% | Aumentadas |
|