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 |
H&H International Investment
Palo Alto,
California
| USD 129 M | +USD 27.9 M | 2 | 11.6% | Aumentadas |
|
| 702 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 129 M | +USD 565 k | 7 | 17.43% | Aumentadas |
|
| 703 |
Quadrature Capital
London,
United Kingdom
| USD 128 M | +USD 75.4 M | 10 | 10.98% | Aumentadas |
|
| 704 |
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 128 M | +USD 4.48 M | 10 | 11.65% | Aumentadas |
|
| 705 |
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 128 M | -USD 630 k | 13 | 5.96% | Reducidas |
|
| 706 |
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 128 M | +USD 7.67 M | 6 | 21.89% | Aumentadas |
|
| 707 |
Columbus Hill Capital Management
Short Hills,
New Jersey
| USD 128 M | +USD 19.6 M | 3 | 11.61% | Aumentadas |
|
| 708 |
Braun Stacey Associates
New York
| USD 127 M | +USD 6.85 M | 5 | 8.47% | Aumentadas |
|
| 709 |
KAS
Kemnay Advisory Services
New York
| USD 127 M | +USD 55.2 M | 6 | 27.32% | Aumentadas |
|
| 710 |
Hancock Whitney
Gulfport,
Mississippi
| USD 127 M | -USD 887 k | 13 | 4.08% | Reducidas |
|
| 711 |
Ingalls & Snyder LLC
New York
| USD 127 M | -USD 2.15 M | 8 | 6.05% | Reducidas |
|
| 712 |
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 127 M | -USD 2.46 M | 4 | 19.58% | Reducidas |
|
| 713 |
HMI Capital Management
San Francisco,
California
| USD 127 M | +USD 20.1 M | 1 | 14.98% | Aumentadas |
|
| 714 |
AIA Investment Management
Singapore
| USD 126 M | +USD 5.66 M | 1 | 38.52% | Aumentadas |
|
| 715 |
R.M. Davis Inc
Portland,
Maine
| USD 126 M | +USD 7.55 M | 6 | 4.69% | Aumentadas |
|
| 716 |
Oak Ridge Investments
Chicago,
Illinois
| USD 125 M | -USD 2.39 M | 4 | 7.94% | Reducidas |
|
| 717 |
NWQ Investment Management Company
Los Angeles,
California
| USD 125 M | -USD 31.3 M | 3 | 2.71% | Reducidas |
|
| 718 |
Oakbrook Investments
Lisle,
Illinois
| USD 124 M | -USD 7.4 M | 8 | 7.55% | Reducidas |
|
| 719 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 124 M | +USD 389 k | 8 | 7.4% | Aumentadas |
|
| 720 |
CK
Cohen Klingenstein
New York
| USD 124 M | +USD 25.8 M | 7 | 8.65% | Aumentadas |
|
| 721 |
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 124 M | -USD 8 M | 7 | 5.85% | Reducidas |
|
| 722 |
Chartwell Investment Partners
Berywn,
Pennsylvania
| USD 124 M | -USD 1.82 M | 11 | 4.01% | Reducidas |
|
| 723 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 124 M | -USD 2.66 M | 3 | 20.49% | Reducidas |
|
| 724 |
WhitTier Trust Company
Reno,
Nevada
| USD 124 M | -USD 229 k | 14 | 9.13% | Reducidas |
|
| 725 |
Vaughan David Investments
Peoria,
Illinois
| USD 123 M | -USD 905 k | 6 | 5.21% | Reducidas |
|