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 |
Ruffer LLP
London,
United Kingdom
| USD 359 M | +USD 138 M | 2 | 13.33% | Aumentadas |
|
| 602 |
Focused Investors
Los Angeles,
California
| USD 359 M | -USD 8.99 M | 2 | 11.61% | Reducidas |
|
| 603 |
Crake Asset Management
London,
United Kingdom
| USD 357 M | +USD 57.1 M | 5 | 34.02% | Aumentadas |
|
| 604 |
Brinker Capital Investments
Berwyn,
Pennsylvania
| USD 355 M | -USD 1.97 M | 12 | 4.12% | Reducidas |
|
| 605 |
Orion Portfolio Solutions
Omaha,
Nebraska
| USD 355 M | -USD 1.97 M | 12 | 4.12% | Reducidas |
|
| 606 |
ClariVest Asset Management
San Diego,
California
| USD 354 M | -USD 45.2 M | 18 | 19.65% | Reducidas |
|
| 607 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 354 M | -USD 2.74 M | 6 | 18.84% | Reducidas |
|
| 608 |
Gladstone Capital Management
London,
United Kingdom
| USD 354 M | +USD 105 M | 3 | 41.43% | Aumentadas |
|
| 609 |
Scharf Investments
Los Gatos,
California
| USD 352 M | -USD 32 M | 4 | 9.66% | Reducidas |
|
| 610 |
Hantz Financial Services
Southfield,
Michigan
| USD 352 M | -USD 3.31 M | 19 | 7.69% | Reducidas |
|
| 611 |
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| USD 349 M | -USD 318 M | 1 | 19.5% | Reducidas |
|
| 612 |
Anomaly Capital Management
New York
| USD 349 M | +USD 27.8 M | 3 | 15.04% | Aumentadas |
|
| 613 |
TPG GP A
Fort Worth,
Texas
| USD 347 M | +USD 44.9 M | 3 | 5.6% | Aumentadas |
|
| 614 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 346 M | -USD 13.2 M | 5 | 9.7% | Reducidas |
|
| 615 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 345 M | -USD 21.2 M | 3 | 16.84% | Reducidas |
|
| 616 |
Penserra Capital Management
Orinda,
California
| USD 345 M | +USD 23.3 M | 17 | 6.48% | Aumentadas |
|
| 617 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 344 M | USD 0 | 1 | 7.58% | Mantenido |
|
| 618 |
Oak Associates
Akron,
Ohio
| USD 344 M | -USD 30.4 M | 8 | 25.99% | Reducidas |
|
| 619 |
Prudential plc
London, England,
United Kingdom
| USD 343 M | -USD 27.2 M | 16 | 3.48% | Reducidas |
|
| 620 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 343 M | -USD 12.1 M | 6 | 15.83% | Reducidas |
|
| 621 |
Envestnet Portfolio Solutions
Chicago,
Illinois
| USD 341 M | -USD 5.29 M | 14 | 1.42% | Reducidas |
|
| 622 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 341 M | -USD 24.4 M | 1 | 3.19% | Reducidas |
|
| 623 |
SCM
Steadfast Capital Management
New York
| USD 339 M | +USD 65.4 M | 2 | 8.36% | Aumentadas |
|
| 624 |
Sculptor Capital
New York
| USD 338 M | -USD 315 M | 2 | 7.16% | Reducidas |
|
| 625 |
Meyer Handelman Company
Rye Brook,
New York
| USD 336 M | -USD 28.3 M | 7 | 13.09% | Reducidas |
|