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 |
Saturna Capital
Bellingham,
Washington
| USD 304 M | +USD 9.9 M | 5 | 5.45% | Aumentadas |
|
| 652 |
CA
Cornerstone Advisors
Asheville,
North Carolina
| USD 304 M | USD 0 | 4 | 16.51% | Mantenido |
|
| 653 |
Castleark Management
Chicago,
Illinois
| USD 304 M | +USD 69.2 M | 8 | 11.17% | Aumentadas |
|
| 654 |
Mayfield Select Management
Menlo Park,
California
| USD 303 M | +USD 289 M | 1 | 92.2% | Nuevas |
|
| 655 |
Causeway Capital Management
Los Angeles,
California
| USD 302 M | -USD 73.5 M | 3 | 6.63% | Reducidas |
|
| 656 |
Brinker Capital Investments
Berwyn,
Pennsylvania
| USD 301 M | +USD 38 M | 15 | 4.38% | Aumentadas |
|
| 657 |
Capital International
Los Angeles,
California
| USD 301 M | +USD 1.72 M | 5 | 15.29% | Aumentadas |
|
| 658 |
CK
Cohen Klingenstein
New York
| USD 301 M | -USD 15.6 M | 9 | 11.89% | Reducidas |
|
| 659 |
Hantz Financial Services
Southfield,
Michigan
| USD 300 M | +USD 22.8 M | 12 | 8.65% | Aumentadas |
|
| 660 |
Stephens Inc
Little Rock,
Arkansas
| USD 300 M | -USD 5.74 M | 13 | 4.54% | Reducidas |
|
| 661 |
Sculptor Capital
New York
| USD 298 M | -USD 527 M | 5 | 2.53% | Reducidas |
|
| 662 |
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 298 M | -USD 3.89 M | 5 | 31.26% | Reducidas |
|
| 663 |
Makena Capital Management
Menlo Park,
California
| USD 296 M | +USD 170 M | 6 | 33.42% | Aumentadas |
|
| 664 |
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 295 M | +USD 15.5 M | 7 | 13.95% | Aumentadas |
|
| 665 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| USD 294 M | +USD 9.38 M | 6 | 4.27% | Aumentadas |
|
| 666 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 293 M | -USD 2.41 M | 12 | 5.64% | Reducidas |
|
| 667 |
Graham Holdings Company
Arlington,
Virginia
| USD 293 M | +USD 293 M | 1 | 36.48% | Nuevas |
|
| 668 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 293 M | USD 0 | 4 | 25.22% | Mantenido |
|
| 669 |
Badgley Phelps Wealth Managers
Seattle,
Washington
| USD 293 M | +USD 3.92 M | 5 | 9.51% | Aumentadas |
|
| 670 |
Penserra Capital Management
Orinda,
California
| USD 291 M | -USD 6.53 M | 23 | 6.23% | Reducidas |
|
| 671 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 291 M | +USD 3.24 M | 6 | 20.79% | Aumentadas |
|
| 672 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 290 M | -USD 956 k | 8 | 11.27% | Reducidas |
|
| 673 |
Cooperman Leon G
| USD 290 M | -USD 14.8 M | 3 | 14.56% | Reducidas |
|
| 674 |
Candlestick Capital Management
Greenwich,
Connecticut
| USD 289 M | +USD 1.22 M | 4 | 4.26% | Aumentadas |
|
| 675 |
RWC Asset Management
London,
United Kingdom
| USD 288 M | +USD 1.72 M | 2 | 7.98% | Aumentadas |
|