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 |
Great Lakes Advisors
Chicago,
Illinois
| USD 208 M | -USD 44.5 M | 7 | 5.05% | Reducidas |
|
| 627 |
Tairen Capital
Hong Kong
| USD 208 M | -USD 167 M | 2 | 15.59% | Reducidas |
|
| 628 |
Krane Funds Advisors
New York
| USD 208 M | -USD 48.8 M | 3 | 12.45% | Reducidas |
|
| 629 |
Abrams Capital Management
Boston,
Massachusetts
| USD 208 M | USD 0 | 1 | 6.71% | Mantenido |
|
| 630 |
Lakewood Capital Management
New York
| USD 207 M | -USD 119 M | 3 | 8.89% | Reducidas |
|
| 631 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 207 M | -USD 1.91 M | 12 | 10.63% | Reducidas |
|
| 632 |
Bridgewater Associates
Westport,
Connecticut
| USD 207 M | +USD 140 M | 4 | 3.46% | Aumentadas |
|
| 633 |
CA
Cornerstone Advisors
Asheville,
North Carolina
| USD 206 M | +USD 1.9 M | 4 | 19.25% | Aumentadas |
|
| 634 |
Motley Fool Wealth Management
Alexandria,
Virginia
| USD 205 M | -USD 1.22 M | 4 | 11.67% | Reducidas |
|
| 635 |
Trillium Asset Management
Boston,
Massachusetts
| USD 205 M | -USD 560 k | 6 | 8.75% | Reducidas |
|
| 636 |
Alta Capital Management
Salt Lake City,
Utah
| USD 204 M | -USD 7.44 M | 6 | 7.15% | Reducidas |
|
| 637 |
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 204 M | +USD 51.4 M | 6 | 19.59% | Aumentadas |
|
| 638 |
Braun Stacey Associates
New York
| USD 203 M | +USD 3.08 M | 5 | 11.72% | Aumentadas |
|
| 639 |
Glenview Capital Management
New York
| USD 203 M | -USD 59.8 M | 2 | 5.6% | Reducidas |
|
| 640 |
Investment House LLC
Redondo Beach,
California
| USD 203 M | +USD 2.3 M | 8 | 17.86% | Aumentadas |
|
| 641 |
MCM
McKinley Capital Management
Anchorage,
Alaska
| USD 203 M | -USD 19.5 M | 6 | 13.83% | Reducidas |
|
| 642 |
Focused Investors
Los Angeles,
California
| USD 203 M | -USD 22.3 M | 1 | 9.1% | Reducidas |
|
| 643 |
Meyer Handelman Company
Rye Brook,
New York
| USD 203 M | -USD 1.61 M | 8 | 10.8% | Reducidas |
|
| 644 |
Cresset Asset Management
Chicago,
Illinois
| USD 202 M | +USD 29.3 M | 12 | 4.44% | Aumentadas |
|
| 645 |
SeaTown Holdings
Singapore
| USD 201 M | +USD 82.2 M | 5 | 16.19% | Aumentadas |
|
| 646 |
Capital Counsel
New York
| USD 201 M | +USD 10.6 M | 6 | 14.57% | Aumentadas |
|
| 647 |
Mirova US
Boston,
Massachusetts
| USD 201 M | +USD 24.8 M | 4 | 17.48% | Aumentadas |
|
| 648 |
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 200 M | -USD 718 k | 14 | 16.98% | Reducidas |
|
| 649 |
TenCore Partners
New York
| USD 200 M | +USD 12.9 M | 4 | 49.47% | Aumentadas |
|
| 650 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 200 M | -USD 9.13 M | 8 | 3.99% | Reducidas |
|