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 |
Motley Fool Wealth Management
Alexandria,
Virginia
| USD 276 M | -USD 17.1 M | 3 | 12.02% | Reducidas |
|
| 652 |
RegentAtlantic Capital
Morristown,
New Jersey
| USD 276 M | +USD 7.1 M | 11 | 8.37% | Aumentadas |
|
| 653 |
Meyer Handelman Company
Rye Brook,
New York
| USD 276 M | -USD 1.04 M | 7 | 11.31% | Reducidas |
|
| 654 |
Lakewood Capital Management
New York
| USD 275 M | -USD 1.51 M | 3 | 12.11% | Reducidas |
|
| 655 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 274 M | USD 0 | 4 | 25.12% | Mantenido |
|
| 656 |
Beacon Pointe Advisors
Newport Beach,
California
| USD 273 M | +USD 142 M | 14 | 6.74% | Aumentadas |
|
| 657 |
TFP
Triple Frond Partners
San Francisco,
California
| USD 273 M | +USD 36.7 M | 3 | 29.8% | Aumentadas |
|
| 658 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 273 M | -USD 83.4 M | 6 | 3.35% | Reducidas |
|
| 659 |
AAM
Ardevora Asset Management
London,
United Kingdom
| USD 272 M | +USD 53 M | 4 | 3.44% | Aumentadas |
|
| 660 |
Capital International
Los Angeles,
California
| USD 271 M | -USD 628 k | 4 | 14.78% | Reducidas |
|
| 661 |
Cambridge Trust
Cambridge,
Massachusetts
| USD 271 M | -USD 16.8 M | 8 | 10.23% | Reducidas |
|
| 662 |
Barings
Charlotte,
North Carolina
| USD 271 M | -USD 26.8 M | 9 | 6.18% | Reducidas |
|
| 663 |
LLL
Lynrock Lake LP
Rye Brook,
New York
| USD 270 M | -USD 5.68 M | 3 | 16.66% | Reducidas |
|
| 664 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 268 M | +USD 21.1 M | 11 | 5.37% | Aumentadas |
|
| 665 |
Valley Forge Capital Management
Miami,
Florida
| USD 266 M | +USD 7.59 M | 1 | 10.56% | Aumentadas |
|
| 666 |
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 265 M | +USD 114 M | 7 | 7.47% | Aumentadas |
|
| 667 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 263 M | +USD 357 k | 7 | 11.05% | Aumentadas |
|
| 668 |
Senator Investment Group
New York
| USD 263 M | -USD 17.2 M | 1 | 4.5% | Reducidas |
|
| 669 |
Candlestick Capital Management
Greenwich,
Connecticut
| USD 262 M | +USD 39.6 M | 3 | 4.95% | Aumentadas |
|
| 670 |
Smith Group Asset Management
Dallas,
Texas
| USD 262 M | -USD 44.2 M | 6 | 13.25% | Reducidas |
|
| 671 |
Ninety One North America
New York
| USD 262 M | +USD 26.1 M | 5 | 12.06% | Aumentadas |
|
| 672 |
Moore Capital Management
New York
| USD 261 M | -USD 64.1 M | 6 | 3.98% | Reducidas |
|
| 673 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 260 M | +USD 907 k | 7 | 21.33% | Aumentadas |
|
| 674 |
RWC Asset Management
London,
United Kingdom
| USD 260 M | -USD 2.73 M | 2 | 7.94% | Reducidas |
|
| 675 |
Badgley Phelps Wealth Managers
Seattle,
Washington
| USD 260 M | +USD 269 M | 5 | 9.43% | Nuevas |
|