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 | |
|---|---|---|---|---|---|---|---|
| 626 |
Meyer Handelman Company
Rye Brook,
New York
| USD 140 M | -USD 8.47 M | 7 | 6.73% | Reducidas |
|
| 627 |
MVP
Miller Value Partners
Sarasota,
Florida
| USD 140 M | -USD 2.35 M | 3 | 5.94% | Reducidas |
|
| 628 |
BOK Financial
Tulsa,
Oklahoma
| USD 139 M | -USD 4.3 M | 11 | 3.84% | Reducidas |
|
| 629 |
Douglass Winthrop Advisors
New York
| USD 139 M | -USD 2.37 M | 6 | 7.58% | Reducidas |
|
| 630 |
Avalon Investment & Advisory
Houston,
Texas
| USD 139 M | -USD 21.1 M | 7 | 4.36% | Reducidas |
|
| 631 |
AI
ArchPoint Investors
Coral Gables,
Florida
| USD 139 M | -USD 2.37 M | 4 | 43.25% | Reducidas |
|
| 632 |
FI
Focused Investors
Los Angeles,
California
| USD 138 M | -USD 70 M | 1 | 5.63% | Reducidas |
|
| 633 |
FCM
Flinton Capital Management
Philadelphia,
Pennsylvania
| USD 138 M | -USD 4.68 M | 6 | 4.7% | Reducidas |
|
| 634 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| USD 138 M | +USD 339 k | 12 | 1.35% | Aumentadas |
|
| 635 |
Washington Trust
Westerly,
Rhode Island
| USD 138 M | +USD 1.41 M | 8 | 7.75% | Aumentadas |
|
| 636 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 138 M | -USD 12.8 M | 7 | 3.42% | Reducidas |
|
| 637 |
ESG
Emerging Sovereign Group
New York
| USD 137 M | +USD 56.4 M | 2 | 31.25% | Aumentadas |
|
| 638 |
Ninety One North America
New York
| USD 137 M | +USD 5.18 M | 7 | 21.75% | Aumentadas |
|
| 639 |
JC
Joho Capital
New York
| USD 137 M | -USD 32.3 M | 1 | 35.21% | Reducidas |
|
| 640 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 137 M | -USD 17.7 M | 1 | 7.25% | Reducidas |
|
| 641 |
Tiedemann Advisors
New York
| USD 137 M | +USD 116 M | 7 | 10.44% | Aumentadas |
|
| 642 |
Fullerton Fund Management
Singapore
| USD 136 M | -USD 17.6 M | 1 | 56.17% | Reducidas |
|
| 643 |
UMB Bank
Kansas City,
Missouri
| USD 136 M | +USD 204 k | 7 | 4.42% | Aumentadas |
|
| 644 |
SCGE Management
Menlo Park,
California
| USD 134 M | +USD 10.5 M | 3 | 21.01% | Aumentadas |
|
| 645 |
HS
Huntington Steele
Oaks,
Pennsylvania
| USD 134 M | +USD 928 | 3 | 36.14% | Aumentadas |
|
| 646 |
RBC Europe
London,
United Kingdom
| USD 132 M | +USD 4.84 M | 13 | 16.29% | Aumentadas |
|
| 647 |
Rheos Capital Works
Tokyo,
Japan
| USD 131 M | +USD 124 M | 2 | 100% | Nuevas |
|
| 648 |
TCTC Holdings
Dallas,
Texas
| USD 131 M | -USD 361 k | 6 | 6.84% | Reducidas |
|
| 649 |
Impax Asset Management
Portsmouth,
New Hampshire
| USD 131 M | -USD 4.68 M | 7 | 7.5% | Reducidas |
|
| 650 |
Formuepleje A/S
Aarhus C,
Denmark
| USD 131 M | +USD 1.46 M | 4 | 13.37% | Aumentadas |
|