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 |
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 304 M | -USD 108 M | 1 | 9.4% | Reducidas |
|
| 627 |
Oakmont Corp
Los Angeles,
California
| USD 302 M | USD 0 | 4 | 22.72% | Mantenido |
|
| 628 |
Mondrian Investment Partners
London,
United Kingdom
| USD 302 M | +USD 50.2 M | 3 | 5.76% | Aumentadas |
|
| 629 |
British Airways Pensions Investment Management
London,
United Kingdom
| USD 299 M | USD 0 | 5 | 11.73% | Mantenido |
|
| 630 |
Southpoint Capital Advisors
New York
| USD 298 M | +USD 77.6 M | 2 | 5.15% | Aumentadas |
|
| 631 |
Phoenix Financial
Givatayim,
Israel
| USD 297 M | -USD 24.8 M | 6 | 5.66% | Reducidas |
|
| 632 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 297 M | -USD 4.23 M | 12 | 11.29% | Reducidas |
|
| 633 |
Stephens Inc
Little Rock,
Arkansas
| USD 296 M | +USD 15.8 M | 12 | 4.44% | Aumentadas |
|
| 634 |
Smith Group Asset Management
Dallas,
Texas
| USD 295 M | -USD 5.44 M | 6 | 14.47% | Reducidas |
|
| 635 |
Cresset Asset Management
Chicago,
Illinois
| USD 294 M | -USD 4.29 M | 17 | 4.17% | Reducidas |
|
| 636 |
Busey Bank
Urbana,
Illinois
| USD 294 M | +USD 638 k | 7 | 13.74% | Aumentadas |
|
| 637 |
CK
Cohen Klingenstein
New York
| USD 294 M | -USD 69.8 k | 8 | 12.62% | Reducidas |
|
| 638 |
TRB Advisors
New York
| USD 293 M | +USD 144 M | 3 | 66.33% | Aumentadas |
|
| 639 |
NEA Management Company
Timonium,
Maryland
| USD 292 M | USD 0 | 1 | 3.81% | Mantenido |
|
| 640 |
Senator Investment Group
New York
| USD 292 M | +USD 130 M | 1 | 5.55% | Aumentadas |
|
| 641 |
Motley Fool Wealth Management
Alexandria,
Virginia
| USD 292 M | -USD 5.23 M | 4 | 12.29% | Reducidas |
|
| 642 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 291 M | USD 0 | 2 | 7.11% | Mantenido |
|
| 643 |
Credit Agricole
Montrouge Cedex,
France
| USD 291 M | +USD 21.7 M | 18 | 5.95% | Aumentadas |
|
| 644 |
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| USD 291 M | +USD 92.1 M | 3 | 23.73% | Aumentadas |
|
| 645 |
Metropolis Capital
Amersham,
United Kingdom
| USD 291 M | +USD 37.7 M | 2 | 18.33% | Aumentadas |
|
| 646 |
Cetera Investment Advisers
Schaumburg,
Illinois
| USD 290 M | +USD 25.7 M | 19 | 4.66% | Aumentadas |
|
| 647 |
BAM
Barrett Asset Management
New York
| USD 290 M | -USD 3.97 M | 9 | 13.37% | Reducidas |
|
| 648 |
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 289 M | +USD 3.08 M | 15 | 15.92% | Aumentadas |
|
| 649 |
Northeast Investment Management
Boston,
Massachusetts
| USD 289 M | -USD 4.84 M | 8 | 15.58% | Reducidas |
|
| 650 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 288 M | +USD 8.97 M | 4 | 5.5% | Aumentadas |
|