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 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 390 M | -USD 22.5 M | 1 | 3.63% | Reducidas |
|
| 627 |
D1 Capital Partners
New York
| USD 389 M | -USD 273 M | 2 | 6.56% | Reducidas |
|
| 628 |
NEOS Investment Management
Westport,
Connecticut
| USD 388 M | +USD 100 M | 10 | 15.99% | Aumentadas |
|
| 629 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 387 M | -USD 9.5 M | 15 | 0.94% | Reducidas |
|
| 630 |
Apollo Management Holdings
New York
| USD 386 M | USD 0 | 1 | 5.63% | Mantenido |
|
| 631 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 384 M | -USD 68.7 k | 12 | 13.42% | Reducidas |
|
| 632 |
CK
Cohen Klingenstein
New York
| USD 383 M | USD 0 | 8 | 13.91% | Mantenido |
|
| 633 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 383 M | -USD 115 M | 5 | 18.84% | Reducidas |
|
| 634 |
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| USD 383 M | +USD 59.1 M | 6 | 11.61% | Aumentadas |
|
| 635 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 382 M | -USD 55.4 M | 3 | 17.58% | Reducidas |
|
| 636 |
Capital Fund Management (CFM)
Paris,
France
| USD 382 M | -USD 47.2 M | 13 | 1.12% | Reducidas |
|
| 637 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 382 M | -USD 18.3 M | 3 | 9.04% | Reducidas |
|
| 638 |
Capital International Sarl
Los Angeles,
California
| USD 381 M | +USD 7.17 M | 6 | 11.64% | Aumentadas |
|
| 639 |
Delta Global Management
New York
| USD 381 M | +USD 25.8 M | 6 | 25.33% | Aumentadas |
|
| 640 |
Greenleaf Trust
Kalamazoo,
Michigan
| USD 380 M | +USD 8.08 M | 11 | 3.6% | Aumentadas |
|
| 641 |
Anomaly Capital Management
New York
| USD 378 M | -USD 64.9 M | 2 | 14.4% | Reducidas |
|
| 642 |
First Financial Bankshares
Abilene,
Texas
| USD 378 M | -USD 14.5 M | 6 | 8.67% | Reducidas |
|
| 643 |
Curi RMB Capital
Chicago,
Illinois
| USD 378 M | +USD 9.8 M | 10 | 9.06% | Aumentadas |
|
| 644 |
Abrams Capital Management
Boston,
Massachusetts
| USD 377 M | USD 0 | 1 | 7.36% | Mantenido |
|
| 645 |
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| USD 375 M | -USD 3.36 M | 5 | 17.24% | Reducidas |
|
| 646 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 374 M | +USD 2.75 M | 3 | 1.99% | Aumentadas |
|
| 647 |
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| USD 373 M | +USD 4.59 M | 20 | 11.3% | Aumentadas |
|
| 648 |
Bailard
Foster City,
California
| USD 372 M | -USD 20.7 M | 10 | 10.26% | Reducidas |
|
| 649 |
Stratos Wealth Partners
Beachwood,
Ohio
| USD 372 M | +USD 6.34 M | 11 | 5.95% | Aumentadas |
|
| 650 |
Tokio Marine Asset Management
Tokyo,
Japan
| USD 372 M | +USD 25.4 M | 14 | 17.79% | Aumentadas |
|