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 |
Capital Counsel
New York
| USD 272 M | +USD 400 k | 6 | 15.14% | Aumentadas |
|
| 627 |
Trillium Asset Management
Boston,
Massachusetts
| USD 271 M | +USD 19 M | 6 | 8.57% | Aumentadas |
|
| 628 |
Great Lakes Advisors
Chicago,
Illinois
| USD 269 M | +USD 24.7 M | 7 | 4.35% | Aumentadas |
|
| 629 |
GAM Holding
Zurich,
Switzerland
| USD 269 M | +USD 9.2 M | 9 | 12.49% | Aumentadas |
|
| 630 |
Oakmont Corp
Los Angeles,
California
| USD 269 M | USD 0 | 4 | 23.6% | Mantenido |
|
| 631 |
KG Funds Management
New York
| USD 268 M | +USD 35.5 M | 4 | 31.17% | Aumentadas |
|
| 632 |
Davidson Kempner Capital Management
New York
| USD 268 M | -USD 73.6 M | 4 | 2.67% | Reducidas |
|
| 633 |
TenCore Partners
New York
| USD 267 M | +USD 1.09 M | 4 | 47.65% | Aumentadas |
|
| 634 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 266 M | +USD 13.6 M | 2 | 5.39% | Aumentadas |
|
| 635 |
Center Lake Capital Management
West Palm Beach,
Florida
| USD 265 M | +USD 135 M | 8 | 49.09% | Aumentadas |
|
| 636 |
Cresset Asset Management
Chicago,
Illinois
| USD 264 M | +USD 21.1 M | 15 | 4.17% | Aumentadas |
|
| 637 |
Athanor Capital
New York
| USD 264 M | -USD 146 M | 11 | 6.11% | Reducidas |
|
| 638 |
TRG Investments
Richmond,
Virginia
| USD 262 M | -USD 149 M | 1 | 100% | Reducidas |
|
| 639 |
Smith Group Asset Management
Dallas,
Texas
| USD 262 M | -USD 13.9 M | 5 | 13.87% | Reducidas |
|
| 640 |
Motley Fool Wealth Management
Alexandria,
Virginia
| USD 260 M | +USD 43.9 k | 4 | 11.69% | Aumentadas |
|
| 641 |
Northeast Investment Management
Boston,
Massachusetts
| USD 257 M | -USD 4.03 M | 8 | 15.18% | Reducidas |
|
| 642 |
CK
Cohen Klingenstein
New York
| USD 257 M | +USD 40.5 M | 8 | 11.84% | Aumentadas |
|
| 643 |
Lakewood Capital Management
New York
| USD 256 M | +USD 53.6 M | 2 | 10.85% | Aumentadas |
|
| 644 |
BAM
Barrett Asset Management
New York
| USD 255 M | -USD 2.6 M | 9 | 12.69% | Reducidas |
|
| 645 |
Busey Bank
Urbana,
Illinois
| USD 255 M | +USD 8.71 M | 7 | 12.81% | Aumentadas |
|
| 646 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 255 M | USD 0 | 2 | 6.62% | Mantenido |
|
| 647 |
GW&K Investment Management
Boston,
Massachusetts
| USD 254 M | +USD 10.6 M | 4 | 2.34% | Aumentadas |
|
| 648 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 252 M | +USD 1.58 M | 12 | 10.35% | Aumentadas |
|
| 649 |
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 250 M | -USD 30.8 M | 7 | 5.59% | Reducidas |
|
| 650 |
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 250 M | +USD 2.69 M | 15 | 15.28% | Aumentadas |
|