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 | |
|---|---|---|---|---|---|---|---|
| 676 |
Tybourne Capital Management
Hong Kong
| USD 177 M | -USD 18.7 M | 5 | 17.67% | Reducidas |
|
| 677 |
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| USD 177 M | +USD 2.67 M | 18 | 7.29% | Aumentadas |
|
| 678 |
Oakmont Corp
Los Angeles,
California
| USD 177 M | -USD 19.6 M | 4 | 28.37% | Reducidas |
|
| 679 |
GMT Capital
Atlanta,
Georgia
| USD 177 M | +USD 63.1 M | 4 | 8.17% | Aumentadas |
|
| 680 |
Gladstone Capital Management
London,
United Kingdom
| USD 177 M | -USD 175 M | 3 | 22.86% | Reducidas |
|
| 681 |
HAM
Hao Advisors Management
Hong Kong
| USD 176 M | +USD 158 M | 1 | 76.02% | Nuevas |
|
| 682 |
BG
Bollard Group
Boston,
Massachusetts
| USD 175 M | +USD 153 k | 10 | 6.7% | Aumentadas |
|
| 683 |
Miller Value Partners
Sarasota,
Florida
| USD 175 M | -USD 43.2 M | 4 | 11.27% | Reducidas |
|
| 684 |
Rheos Capital Works
Tokyo,
Japan
| USD 175 M | +USD 58.9 M | 6 | 10.49% | Aumentadas |
|
| 685 |
NZS Capital
Denver,
Colorado
| USD 174 M | +USD 11 M | 4 | 14.92% | Aumentadas |
|
| 686 |
Osterweis Capital Management
San Francisco,
California
| USD 174 M | -USD 17.2 M | 7 | 12.61% | Reducidas |
|
| 687 |
Cambridge Trust
Cambridge,
Massachusetts
| USD 173 M | -USD 7.11 M | 16 | 7.73% | Reducidas |
|
| 688 |
Cresset Asset Management
Chicago,
Illinois
| USD 172 M | +USD 118 k | 14 | 2.17% | Aumentadas |
|
| 689 |
Ethic Inc
New York
| USD 172 M | +USD 18.9 M | 17 | 9.28% | Aumentadas |
|
| 690 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 171 M | -USD 142 M | 2 | 7.76% | Reducidas |
|
| 691 |
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 171 M | +USD 4.73 M | 9 | 7.36% | Aumentadas |
|
| 692 |
Ziegler Capital Management
Chicago,
Illinois
| USD 171 M | -USD 9.18 M | 6 | 7.16% | Reducidas |
|
| 693 |
Lannebo Fonder
Stockholm,
Sweden
| USD 170 M | USD 0 | 6 | 32.6% | Mantenido |
|
| 694 |
Scout Investments
Kansas City,
Missouri
| USD 169 M | +USD 27.4 M | 3 | 3.46% | Aumentadas |
|
| 695 |
Vestcor Inc
Fredericton,
New Brunswick, Canada
| USD 168 M | -USD 3.63 M | 16 | 6.18% | Reducidas |
|
| 696 |
YCG LLC
Austin,
Texas
| USD 168 M | +USD 23.3 M | 4 | 17.94% | Aumentadas |
|
| 697 |
Hancock Whitney
Gulfport,
Mississippi
| USD 168 M | -USD 7.87 M | 8 | 6.48% | Reducidas |
|
| 698 |
Discerene Group
Stamford,
Connecticut
| USD 168 M | +USD 973 k | 1 | 20.71% | Aumentadas |
|
| 699 |
Freestone Capital Holdings
Seattle,
Washington
| USD 167 M | +USD 865 k | 10 | 7.64% | Aumentadas |
|
| 700 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 166 M | +USD 16.2 M | 8 | 6.64% | Aumentadas |
|