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 |
Profund Advisors
Bethesda,
Maryland
| USD 359 M | +USD 34.9 M | 15 | 13.11% | Aumentadas |
|
| 677 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 359 M | -USD 6.59 M | 12 | 12.91% | Reducidas |
|
| 678 |
Strategy Capital
Los Altos,
California
| USD 358 M | -USD 11.6 M | 3 | 29.15% | Reducidas |
|
| 679 |
PCM
Palestra Capital Management
New York
| USD 358 M | -USD 19.1 M | 3 | 9.81% | Reducidas |
|
| 680 |
Freestone Capital Holdings
Seattle,
Washington
| USD 357 M | -USD 7.51 M | 13 | 12.34% | Reducidas |
|
| 681 |
Sachem Head Capital Management
New York
| USD 356 M | USD 0 | 1 | 19.62% | Mantenido |
|
| 682 |
CK
Cohen Klingenstein
New York
| USD 355 M | -USD 36.8 M | 7 | 12.16% | Reducidas |
|
| 683 |
Advisory Services Network
Atlanta,
Georgia
| USD 355 M | +USD 8.22 M | 18 | 6.62% | Aumentadas |
|
| 684 |
Eminence Capital
New York
| USD 352 M | -USD 37.5 M | 2 | 5.38% | Reducidas |
|
| 685 |
Clearstead Advisors
Cleveland,
Ohio
| USD 351 M | -USD 1.57 M | 22 | 5.33% | Reducidas |
|
| 686 |
Cryder Capital Partners
London,
United Kingdom
| USD 350 M | -USD 125 M | 2 | 25.43% | Reducidas |
|
| 687 |
Braun Stacey Associates
New York
| USD 349 M | -USD 3.09 M | 4 | 13.04% | Reducidas |
|
| 688 |
Consulta
London,
United Kingdom
| USD 347 M | +USD 14.4 M | 2 | 22.75% | Aumentadas |
|
| 689 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 346 M | -USD 240 k | 6 | 20.59% | Reducidas |
|
| 690 |
HRT Financial
New York
| USD 345 M | -USD 734 M | 20 | 1.78% | Reducidas |
|
| 691 |
Castleark Management
Chicago,
Illinois
| USD 343 M | -USD 42.8 M | 6 | 11.98% | Reducidas |
|
| 692 |
Choreo LLC
Rockford,
Illinois
| USD 343 M | -USD 6.04 M | 17 | 4.92% | Reducidas |
|
| 693 |
Alpha Cubed Investments
Irvine,
California
| USD 342 M | +USD 8.07 M | 8 | 15.65% | Aumentadas |
|
| 694 |
Modera Wealth Management
Westwood,
New Jersey
| USD 339 M | -USD 1.45 M | 7 | 4.1% | Reducidas |
|
| 695 |
Choate Investment Advisors
Boston,
Massachusetts
| USD 339 M | +USD 11.6 M | 6 | 8.16% | Aumentadas |
|
| 696 |
Scharf Investments
Los Gatos,
California
| USD 338 M | -USD 22.9 M | 4 | 10.01% | Reducidas |
|
| 697 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 336 M | +USD 1.36 M | 5 | 1.83% | Aumentadas |
|
| 698 |
Ruffer LLP
London,
United Kingdom
| USD 336 M | -USD 73.3 M | 3 | 12.12% | Reducidas |
|
| 699 |
TCTC Holdings
Dallas,
Texas
| USD 333 M | +USD 274 k | 10 | 11.97% | Aumentadas |
|
| 700 |
Chilton Capital Management
Houston,
Texas
| USD 333 M | -USD 7.85 M | 7 | 13.98% | Reducidas |
|