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 |
Newbrook Capital Advisors
New York
| USD 174 M | -USD 10.8 M | 2 | 18.95% | Reducidas |
|
| 627 |
Alta Capital Management
Salt Lake City,
Utah
| USD 174 M | +USD 97.6 M | 7 | 7.5% | Aumentadas |
|
| 628 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 173 M | +USD 62.4 M | 11 | 2.62% | Aumentadas |
|
| 629 |
Oakmont Corp
Los Angeles,
California
| USD 172 M | -USD 587 k | 2 | 31.82% | Reducidas |
|
| 630 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 172 M | +USD 18.7 M | 9 | 10.2% | Aumentadas |
|
| 631 |
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
| USD 172 M | USD 0 | 1 | 18.38% | Mantenido |
|
| 632 |
Cannell & Spears
New York
| USD 171 M | +USD 2.77 M | 7 | 20.92% | Aumentadas |
|
| 633 |
United Services Automobile Association
San Antonio,
Texas
| USD 171 M | +USD 6.94 M | 7 | 2.29% | Aumentadas |
|
| 634 |
Harvest Fund Management
Beijing,
China
| USD 171 M | -USD 15.1 M | 8 | 19.63% | Reducidas |
|
| 635 |
Abrams Capital Management
Boston,
Massachusetts
| USD 170 M | +USD 34.5 M | 1 | 6.7% | Aumentadas |
|
| 636 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 170 M | +USD 907 k | 12 | 10.31% | Aumentadas |
|
| 637 |
Park Presidio Capital
San Francisco,
California
| USD 169 M | +USD 131 M | 2 | 20.86% | Aumentadas |
|
| 638 |
Hancock Whitney
Gulfport,
Mississippi
| USD 169 M | +USD 47.6 M | 8 | 6.63% | Aumentadas |
|
| 639 |
Athanor Capital
New York
| USD 169 M | -USD 106 M | 7 | 10.96% | Reducidas |
|
| 640 |
Nippon Life Global Investors Americas
New York
| USD 168 M | -USD 5.43 M | 3 | 14.72% | Reducidas |
|
| 641 |
VM
Valinor Management
New York
| USD 168 M | -USD 47.1 M | 3 | 15.07% | Reducidas |
|
| 642 |
Wealthfront Advisers
Palo Alto,
California
| USD 168 M | +USD 24.8 M | 8 | 1.52% | Aumentadas |
|
| 643 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 167 M | -USD 68.7 M | 1 | 7.46% | Reducidas |
|
| 644 |
BAM
Barrett Asset Management
New York
| USD 167 M | +USD 2.2 M | 8 | 13.03% | Aumentadas |
|
| 645 |
Meyer Handelman Company
Rye Brook,
New York
| USD 164 M | +USD 1.9 M | 8 | 10.08% | Aumentadas |
|
| 646 |
Jay A. Fishman Ltd
Troy,
Michigan
| USD 164 M | +USD 90.5 M | 5 | 16.52% | Aumentadas |
|
| 647 |
OH
Overlook Holdings
Tortola,
British Virgin Islands
| USD 164 M | USD 0 | 1 | 36.97% | Mantenido |
|
| 648 |
Trillium Asset Management
Boston,
Massachusetts
| USD 164 M | +USD 11.8 M | 6 | 8.59% | Aumentadas |
|
| 649 |
AAM
Ardevora Asset Management
London,
United Kingdom
| USD 163 M | -USD 7.96 M | 5 | 4.33% | Reducidas |
|
| 650 |
Northeast Investment Management
Boston,
Massachusetts
| USD 163 M | -USD 2.42 M | 8 | 14.97% | Reducidas |
|