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 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 190 M | -USD 1.82 M | 7 | 20.44% | Reducidas |
|
| 702 |
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| USD 190 M | -USD 17.6 M | 5 | 13.14% | Reducidas |
|
| 703 |
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| USD 188 M | +USD 9.43 M | 8 | 8.29% | Aumentadas |
|
| 704 |
Cypress Funds
Los Angeles,
California
| USD 188 M | USD 0 | 2 | 20.06% | Mantenido |
|
| 705 |
KAS
Kemnay Advisory Services
New York
| USD 188 M | -USD 18.1 M | 6 | 26.02% | Reducidas |
|
| 706 |
Bain Capital Public Equity Management II
Boston,
Massachusetts
| USD 187 M | -USD 68.4 M | 3 | 12.34% | Reducidas |
|
| 707 |
Cerity Partners
New York
| USD 187 M | +USD 60.9 M | 13 | 7.69% | Aumentadas |
|
| 708 |
Alphinity Investment Management
Sydney,
Australia
| USD 185 M | +USD 51.3 M | 3 | 18.03% | Aumentadas |
|
| 709 |
Weitz Investment Management
Omaha,
Nebraska
| USD 185 M | -USD 43.3 M | 4 | 8.67% | Reducidas |
|
| 710 |
Covington Capital Management
Los Angeles,
California
| USD 184 M | -USD 4.04 M | 14 | 9.14% | Reducidas |
|
| 711 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 184 M | +USD 1.69 M | 8 | 9.89% | Aumentadas |
|
| 712 |
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 183 M | +USD 19.3 M | 2 | 2.43% | Aumentadas |
|
| 713 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 182 M | -USD 147 M | 5 | 3.28% | Reducidas |
|
| 714 |
Independent Advisor Alliance
Charlotte,
North Carolina
| USD 182 M | +USD 10.2 M | 9 | 13.82% | Aumentadas |
|
| 715 |
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 181 M | +USD 11.2 M | 5 | 12.69% | Aumentadas |
|
| 716 |
Aureus Asset Management
Boston,
Massachusetts
| USD 181 M | -USD 7.5 M | 6 | 17.17% | Reducidas |
|
| 717 |
ExodusPoint Capital Management
New York
| USD 181 M | +USD 19.2 M | 16 | 3.61% | Aumentadas |
|
| 718 |
Ziegler Capital Management
Chicago,
Illinois
| USD 181 M | -USD 136 M | 6 | 6.97% | Reducidas |
|
| 719 |
IEQ Capital
Foster City,
California
| USD 181 M | +USD 3.94 M | 11 | 9.71% | Aumentadas |
|
| 720 |
LMR Partners
London,
United Kingdom
| USD 181 M | +USD 7.66 M | 6 | 3.71% | Aumentadas |
|
| 721 |
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 179 M | -USD 3.41 M | 7 | 28.41% | Reducidas |
|
| 722 |
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 177 M | -USD 16.2 M | 8 | 9.66% | Reducidas |
|
| 723 |
Carillon Tower Advisers
St. Petersburg,
Florida
| USD 177 M | -USD 10.7 M | 9 | 2.36% | Reducidas |
|
| 724 |
Cooperman Leon G
| USD 176 M | +USD 91.4 M | 3 | 17.29% | Aumentadas |
|
| 725 |
Park Presidio Capital
San Francisco,
California
| USD 176 M | USD 0 | 2 | 18.71% | Mantenido |
|