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 |
Twin Tree Management
Dallas,
Texas
| USD 143 M | +USD 89.4 M | 10 | 0.69% | Aumentadas |
|
| 702 |
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 142 M | +USD 68.4 M | 2 | 17.08% | Aumentadas |
|
| 703 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 142 M | -USD 566 k | 7 | 20.18% | Reducidas |
|
| 704 |
EC
EMS Capital
New York
| USD 142 M | +USD 46.8 M | 1 | 14.7% | Aumentadas |
|
| 705 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 141 M | -USD 111 M | 4 | 3.12% | Reducidas |
|
| 706 |
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 141 M | -USD 109 M | 3 | 24.67% | Reducidas |
|
| 707 |
KAS
Kemnay Advisory Services
New York
| USD 141 M | -USD 110 k | 6 | 39.42% | Reducidas |
|
| 708 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| USD 140 M | +USD 11.3 M | 8 | 10.61% | Aumentadas |
|
| 709 |
Metropolis Capital
Amersham,
United Kingdom
| USD 139 M | +USD 46.1 M | 2 | 24.76% | Aumentadas |
|
| 710 |
Mirova US
Boston,
Massachusetts
| USD 139 M | +USD 18.8 M | 4 | 18.41% | Aumentadas |
|
| 711 |
Credit Agricole
Montrouge Cedex,
France
| USD 139 M | -USD 28.4 M | 9 | 11.89% | Reducidas |
|
| 712 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 138 M | -USD 365 k | 8 | 9.71% | Reducidas |
|
| 713 |
Covington Capital Management
Los Angeles,
California
| USD 138 M | +USD 2.49 M | 12 | 9.05% | Aumentadas |
|
| 714 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 138 M | +USD 1.07 M | 4 | 4.94% | Aumentadas |
|
| 715 |
CK
Cohen Klingenstein
New York
| USD 137 M | -USD 759 k | 8 | 10.16% | Reducidas |
|
| 716 |
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 137 M | -USD 53.6 M | 6 | 13.81% | Reducidas |
|
| 717 |
BBVA USA Bancshares
Houston,
Texas
| USD 137 M | -USD 3.69 M | 8 | 9.84% | Reducidas |
|
| 718 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 137 M | USD 0 | 4 | 24.66% | Mantenido |
|
| 719 |
RWC Asset Advisors
Miami,
Florida
| USD 136 M | +USD 145 M | 1 | 14.95% | Nuevas |
|
| 720 |
Mercer Global Advisors
Denver,
Colorado
| USD 135 M | +USD 16.5 M | 12 | 2.98% | Aumentadas |
|
| 721 |
GC
Gobi Capital
San Francisco,
California
| USD 135 M | +USD 19.7 M | 1 | 18.61% | Aumentadas |
|
| 722 |
First Long Island Investors
Jericho,
New York
| USD 134 M | +USD 3.16 M | 6 | 18.28% | Aumentadas |
|
| 723 |
Lannebo Fonder
Stockholm,
Sweden
| USD 134 M | +USD 4.57 M | 6 | 37.78% | Aumentadas |
|
| 724 |
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 132 M | -USD 1.2 M | 14 | 7.5% | Reducidas |
|
| 725 |
Meitav Investment House
Bene-Beraq,
Israel
| USD 132 M | +USD 25.1 M | 20 | 9.86% | Aumentadas |
|