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 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 479 M | -USD 52.7 M | 2 | 17.79% | Reducidas |
|
| 677 |
Brevan Howard Capital Management
St. Helier,
Jersey
| USD 479 M | -USD 152 M | 24 | 5.23% | Reducidas |
|
| 678 |
Clearstead Advisors
Cleveland,
Ohio
| USD 478 M | +USD 16.7 M | 31 | 6.03% | Aumentadas |
|
| 679 |
SRS Investment Management
New York
| USD 478 M | +USD 219 M | 2 | 5.03% | Aumentadas |
|
| 680 |
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 477 M | -USD 104 M | 10 | 6.9% | Reducidas |
|
| 681 |
Champlain Investment Partners
Burlington,
Vermont
| USD 477 M | -USD 310 M | 4 | 4.83% | Reducidas |
|
| 682 |
Covea Finance
Paris,
France
| USD 477 M | +USD 52.8 M | 4 | 15.71% | Aumentadas |
|
| 683 |
Chilton Capital Management
Houston,
Texas
| USD 477 M | -USD 31 M | 11 | 16.39% | Reducidas |
|
| 684 |
Cryder Capital Partners
London,
United Kingdom
| USD 475 M | -USD 50.8 M | 2 | 28.07% | Reducidas |
|
| 685 |
Lockheed Martin Investment Management
Bethesda,
Maryland
| USD 475 M | +USD 195 M | 6 | 15.86% | Aumentadas |
|
| 686 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 474 M | -USD 7.55 M | 8 | 13.81% | Reducidas |
|
| 687 |
Kovitz Investment Group Partners
Chicago,
Illinois
| USD 471 M | -USD 1905 M | 9 | 10.43% | Reducidas |
|
| 688 |
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| USD 471 M | -USD 14.6 M | 20 | 12.11% | Reducidas |
|
| 689 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 470 M | -USD 178 M | 2 | 1.4% | Reducidas |
|
| 690 |
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| USD 470 M | -USD 12.2 M | 5 | 19.38% | Reducidas |
|
| 691 |
Alpha Cubed Investments
Irvine,
California
| USD 470 M | +USD 19.4 M | 10 | 16.09% | Aumentadas |
|
| 692 |
Bailard
Foster City,
California
| USD 467 M | -USD 22 M | 11 | 10.33% | Reducidas |
|
| 693 |
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 466 M | +USD 64.4 M | 15 | 18.14% | Aumentadas |
|
| 694 |
Prime Capital Investment Advisors
Overland Park,
Kansas
| USD 465 M | +USD 4.11 M | 15 | 5.67% | Aumentadas |
|
| 695 |
Situational Awareness
San Francisco,
California
| USD 465 M | +USD 245 M | 2 | 8.42% | Aumentadas |
|
| 696 |
Miracle Mile Advisors
Los Angeles,
California
| USD 464 M | +USD 12.8 M | 14 | 6.65% | Aumentadas |
|
| 697 |
BG
Bollard Group
Boston,
Massachusetts
| USD 462 M | -USD 39.4 M | 8 | 11.53% | Reducidas |
|
| 698 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 461 M | +USD 6.64 M | 13 | 13.77% | Aumentadas |
|
| 699 |
Greenleaf Trust
Kalamazoo,
Michigan
| USD 460 M | -USD 5.17 M | 12 | 4.22% | Reducidas |
|
| 700 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 458 M | -USD 111 M | 3 | 2.34% | Reducidas |
|