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 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 274 M | +USD 48.4 M | 3 | 1.61% | Aumentadas |
|
| 602 |
Quintet Private Bank (Europe)
Luxembourg
| USD 273 M | +USD 251 M | 9 | 16.25% | Nuevas |
|
| 603 |
Maverick Capital
Dallas,
Texas
| USD 272 M | -USD 121 M | 9 | 6.87% | Reducidas |
|
| 604 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 271 M | -USD 2.96 M | 6 | 10.9% | Reducidas |
|
| 605 |
Ethic Inc
New York
| USD 271 M | +USD 64.7 M | 18 | 10.98% | Aumentadas |
|
| 606 |
TA
Trivest Advisors
Hong Kong
| USD 270 M | -USD 117 M | 4 | 20.98% | Reducidas |
|
| 607 |
Glenview Trust
Louisville,
Kentucky
| USD 268 M | +USD 10.1 M | 7 | 8.03% | Aumentadas |
|
| 608 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 267 M | USD 0 | 1 | 6.47% | Mantenido |
|
| 609 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 263 M | -USD 6.5 M | 6 | 5.62% | Reducidas |
|
| 610 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 263 M | +USD 4.81 M | 3 | 6.74% | Aumentadas |
|
| 611 |
Atria Investments
Charlotte,
North Carolina
| USD 262 M | +USD 20.5 M | 9 | 4.96% | Aumentadas |
|
| 612 |
Meyer Handelman Company
Rye Brook,
New York
| USD 261 M | +USD 2.02 M | 7 | 10.9% | Aumentadas |
|
| 613 |
Armistice Capital
New York
| USD 261 M | -USD 58 M | 5 | 3.75% | Reducidas |
|
| 614 |
NZS Capital
Denver,
Colorado
| USD 261 M | +USD 45.4 M | 4 | 13.8% | Aumentadas |
|
| 615 |
RWWM Inc
Rocklin,
California
| USD 261 M | -USD 18.5 M | 3 | 33.74% | Reducidas |
|
| 616 |
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| USD 258 M | +USD 4.45 M | 1 | 15.11% | Aumentadas |
|
| 617 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 257 M | -USD 31.9 M | 6 | 6.85% | Reducidas |
|
| 618 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 257 M | +USD 2.46 M | 7 | 7.41% | Aumentadas |
|
| 619 |
InterOcean Capital Group
Nashville,
Tennessee
| USD 257 M | +USD 12.3 M | 7 | 8.67% | Aumentadas |
|
| 620 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| USD 253 M | +USD 21.6 M | 7 | 2.84% | Aumentadas |
|
| 621 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 253 M | +USD 17.9 M | 7 | 12.09% | Aumentadas |
|
| 622 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 253 M | +USD 743 k | 13 | 10.58% | Aumentadas |
|
| 623 |
Soros Fund Management
New York
| USD 253 M | -USD 34.2 M | 5 | 3.9% | Reducidas |
|
| 624 |
Avalon Investment & Advisory
Houston,
Texas
| USD 251 M | +USD 3.19 M | 7 | 6.87% | Aumentadas |
|
| 625 |
Harvard Management Company
Boston,
Massachusetts
| USD 250 M | USD 0 | 1 | 26.28% | Mantenido |
|