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 | |
|---|---|---|---|---|---|---|---|
| 701 |
Junto Capital Management
New York
| USD 115 M | -USD 460 k | 2 | 8.68% | Reducidas |
|
| 702 |
Jasper Ridge Partners
Menlo Park,
California
| USD 114 M | +USD 3 M | 4 | 6.83% | Aumentadas |
|
| 703 |
Steward Partners Investment Advisory
New York
| USD 114 M | +USD 5.34 M | 18 | 7.82% | Aumentadas |
|
| 704 |
AIA Investment Management
Singapore
| USD 114 M | +USD 13.9 M | 1 | 25.93% | Aumentadas |
|
| 705 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
| USD 114 M | -USD 4.17 M | 10 | 5.43% | Reducidas |
|
| 706 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 114 M | -USD 2.57 M | 1 | 2.24% | Reducidas |
|
| 707 |
Formuepleje A/S
Aarhus C,
Denmark
| USD 114 M | -USD 22.4 M | 5 | 13.38% | Reducidas |
|
| 708 |
Vaughan David Investments
Peoria,
Illinois
| USD 114 M | +USD 409 k | 5 | 5.38% | Aumentadas |
|
| 709 |
Vantage Investment Partners
Kansas City,
Missouri
| USD 113 M | +USD 41.7 M | 5 | 9.37% | Aumentadas |
|
| 710 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 113 M | -USD 10.3 M | 5 | 8.16% | Reducidas |
|
| 711 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 113 M | -USD 12.4 M | 6 | 3.57% | Reducidas |
|
| 712 |
Charles-Lim Capital
Central,
Hong Kong
| USD 113 M | -USD 15.5 M | 1 | 23.14% | Reducidas |
|
| 713 |
Luxor Capital Group
New York
| USD 113 M | +USD 79.9 M | 3 | 3.83% | Aumentadas |
|
| 714 |
Cohen & Steers
New York
| USD 113 M | +USD 17 M | 7 | 0.34% | Aumentadas |
|
| 715 |
TP
Thunderbird Partners
London,
United Kingdom
| USD 112 M | +USD 205 k | 1 | 17.34% | Aumentadas |
|
| 716 |
Pentwater Capital Management
Naples,
Florida
| USD 112 M | +USD 117 M | 1 | 0.79% | Nuevas |
|
| 717 |
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
| USD 112 M | -USD 3.08 M | 6 | 5.2% | Reducidas |
|
| 718 |
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 112 M | -USD 7.08 M | 11 | 10.99% | Reducidas |
|
| 719 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 111 M | -USD 5.54 M | 8 | 6.93% | Reducidas |
|
| 720 |
Oslo Pensjonsforsikring
Oslo,
| USD 111 M | -USD 2.86 M | 4 | 28.81% | Reducidas |
|
| 721 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 111 M | -USD 35.1 M | 1 | 6.02% | Reducidas |
|
| 722 |
CG
Cutler Group
San Francisco,
California
| USD 110 M | -USD 455 M | 19 | 9.5% | Reducidas |
|
| 723 |
CS McKee
Pittsburgh,
Pennsylvania
| USD 110 M | -USD 4.01 M | 4 | 8.62% | Reducidas |
|
| 724 |
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 110 M | -USD 4.14 M | 11 | 12.43% | Reducidas |
|
| 725 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 109 M | -USD 1.58 M | 6 | 3.99% | Reducidas |
|