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 | |
|---|---|---|---|---|---|---|---|
| 651 |
FTCM
Fir Tree Capital Management
New York
| USD 150 M | -USD 68.6 M | 2 | 8.06% | Reducidas |
|
| 652 |
Abrams Capital Management
Boston,
Massachusetts
| USD 150 M | USD 0 | 1 | 3.96% | Mantenido |
|
| 653 |
TCTC Holdings
Dallas,
Texas
| USD 149 M | -USD 478 k | 6 | 6.86% | Reducidas |
|
| 654 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 149 M | USD 0 | 2 | 5.78% | Mantenido |
|
| 655 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
| USD 148 M | +USD 156 k | 3 | 9.47% | Aumentadas |
|
| 656 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 148 M | +USD 4.83 M | 6 | 8.2% | Aumentadas |
|
| 657 |
CA
Cornerstone Advisors
Asheville,
North Carolina
| USD 148 M | +USD 42.6 M | 5 | 10.64% | Aumentadas |
|
| 658 |
General American Investors
New York
| USD 148 M | USD 0 | 4 | 12.68% | Mantenido |
|
| 659 |
IFM Investors
Melbourne,
Australia
| USD 147 M | +USD 19.9 M | 11 | 11.19% | Aumentadas |
|
| 660 |
SCCM
Schafer Cullen Capital Management
New York
| USD 147 M | -USD 4.77 M | 2 | 1.91% | Reducidas |
|
| 661 |
BBVA USA Bancshares
Houston,
Texas
| USD 147 M | -USD 1.27 M | 8 | 8.72% | Reducidas |
|
| 662 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 147 M | -USD 5.26 M | 4 | 18.31% | Reducidas |
|
| 663 |
AAM
Ardevora Asset Management
London,
United Kingdom
| USD 146 M | +USD 1.28 M | 5 | 4.06% | Aumentadas |
|
| 664 |
IG
Ithaka Group
Arlington,
Virginia
| USD 146 M | -USD 12.7 M | 4 | 21.68% | Reducidas |
|
| 665 |
FI
Focused Investors
Los Angeles,
California
| USD 146 M | -USD 683 k | 1 | 5.73% | Reducidas |
|
| 666 |
Cannell & Spears
New York
| USD 146 M | -USD 1.7 M | 6 | 17.4% | Reducidas |
|
| 667 |
FA
Friess Associates
Greenville,
Delaware
| USD 145 M | +USD 12.5 M | 4 | 10.12% | Aumentadas |
|
| 668 |
Krane Funds Advisors
New York
| USD 145 M | +USD 26.7 M | 3 | 11.34% | Aumentadas |
|
| 669 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 144 M | -USD 11.6 M | 2 | 1.04% | Reducidas |
|
| 670 |
Jasper Ridge Partners
Menlo Park,
California
| USD 144 M | +USD 7.43 M | 5 | 7.88% | Aumentadas |
|
| 671 |
Private Advisor Group
Morristown,
New Jersey
| USD 144 M | -USD 2210 M | 14 | 2.94% | Reducidas |
|
| 672 |
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 144 M | +USD 4.7 M | 5 | 20.25% | Aumentadas |
|
| 673 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 143 M | +USD 30.6 M | 4 | 7.55% | Aumentadas |
|
| 674 |
WI
Wafra Inc
New York
| USD 142 M | +USD 4.93 M | 5 | 4.84% | Aumentadas |
|
| 675 |
BAM
Barrett Asset Management
New York
| USD 142 M | -USD 9.9 M | 7 | 9.21% | Reducidas |
|