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 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 191 M | -USD 7.98 M | 5 | 14.46% | Reducidas |
|
| 652 |
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 190 M | -USD 5.91 M | 4 | 29.54% | Reducidas |
|
| 653 |
Stephens Inc
Little Rock,
Arkansas
| USD 190 M | -USD 8.76 M | 9 | 3.9% | Reducidas |
|
| 654 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| USD 190 M | -USD 5.56 M | 7 | 6.9% | Reducidas |
|
| 655 |
IA Venture Strategies Fund II
New York
| USD 189 M | USD 0 | 1 | 87.56% | Mantenido |
|
| 656 |
Hosking Partners
London,
United Kingdom
| USD 188 M | -USD 36.6 M | 7 | 7.63% | Reducidas |
|
| 657 |
Cetera Advisors
Denver,
Colorado
| USD 188 M | -USD 19.1 M | 17 | 3.4% | Reducidas |
|
| 658 |
United Services Automobile Association
San Antonio,
Texas
| USD 187 M | -USD 6.48 M | 9 | 4.29% | Reducidas |
|
| 659 |
Northeast Investment Management
Boston,
Massachusetts
| USD 187 M | -USD 5.07 M | 7 | 11.9% | Reducidas |
|
| 660 |
SeaTown Holdings
Singapore
| USD 186 M | +USD 35.5 M | 5 | 27.5% | Aumentadas |
|
| 661 |
Weitz Investment Management
Omaha,
Nebraska
| USD 185 M | +USD 15.3 M | 4 | 10.48% | Aumentadas |
|
| 662 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 184 M | -USD 14.8 M | 12 | 9.89% | Reducidas |
|
| 663 |
Raymond James Trust
St. Petersburg,
Florida
| USD 184 M | -USD 44.4 k | 10 | 6.17% | Reducidas |
|
| 664 |
Causeway Capital Management
Los Angeles,
California
| USD 183 M | +USD 32.1 M | 2 | 5.31% | Aumentadas |
|
| 665 |
Greenleaf Trust
Kalamazoo,
Michigan
| USD 183 M | -USD 8.42 M | 13 | 2.31% | Reducidas |
|
| 666 |
TFP
Triple Frond Partners
San Francisco,
California
| USD 182 M | +USD 16.6 M | 3 | 30.16% | Aumentadas |
|
| 667 |
Sound Shore Management
Greenwich,
Connecticut
| USD 182 M | +USD 26.6 M | 2 | 6.83% | Aumentadas |
|
| 668 |
Rokos Capital Management (UK)
London,
United Kingdom
| USD 182 M | -USD 29.6 M | 4 | 7.96% | Reducidas |
|
| 669 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 181 M | -USD 2.84 M | 6 | 18.13% | Reducidas |
|
| 670 |
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 181 M | +USD 7.79 M | 1 | 7.71% | Aumentadas |
|
| 671 |
LLL
Lynrock Lake LP
Rye Brook,
New York
| USD 180 M | +USD 3.82 M | 3 | 8.56% | Aumentadas |
|
| 672 |
AAM
Ardevora Asset Management
London,
United Kingdom
| USD 179 M | -USD 83.2 M | 3 | 3.06% | Reducidas |
|
| 673 |
Brinker Capital Investments
Berwyn,
Pennsylvania
| USD 179 M | -USD 7.54 M | 12 | 3.56% | Reducidas |
|
| 674 |
MP
MFN Partners
Boston,
Massachusetts
| USD 178 M | -USD 28.5 M | 1 | 7.86% | Reducidas |
|
| 675 |
MUFG Securities EMEA
London,
United Kingdom
| USD 178 M | +USD 41.3 M | 7 | 2.92% | Aumentadas |
|