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 |
Cooperman Leon G
| USD 194 M | -USD 32.6 M | 2 | 13.33% | Reducidas |
|
| 702 |
Capital International
Los Angeles,
California
| USD 193 M | -USD 12 M | 4 | 14.53% | Reducidas |
|
| 703 |
Washington Trust
Westerly,
Rhode Island
| USD 191 M | -USD 613 k | 14 | 8.98% | Reducidas |
|
| 704 |
Vantage Investment Partners
Kansas City,
Missouri
| USD 191 M | -USD 83.8 M | 4 | 15.24% | Reducidas |
|
| 705 |
Lannebo Fonder
Stockholm,
Sweden
| USD 190 M | -USD 14.4 M | 6 | 34.65% | Reducidas |
|
| 706 |
DFO
Duquesne Family Office
New York
| USD 190 M | -USD 275 M | 1 | 13.77% | Reducidas |
|
| 707 |
Woodline Partners
San Francisco,
California
| USD 189 M | +USD 94.3 M | 13 | 2.92% | Aumentadas |
|
| 708 |
Curi RMB Capital
Chicago,
Illinois
| USD 189 M | +USD 39.4 M | 9 | 6.49% | Aumentadas |
|
| 709 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 188 M | -USD 3.35 M | 6 | 12.82% | Reducidas |
|
| 710 |
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| USD 188 M | -USD 6.32 M | 3 | 20.83% | Reducidas |
|
| 711 |
AMI Asset Management
Los Angeles,
California
| USD 188 M | -USD 9.7 M | 3 | 11.91% | Reducidas |
|
| 712 |
Maryland Capital Management
Towson,
Maryland
| USD 188 M | -USD 7.04 M | 6 | 14.75% | Reducidas |
|
| 713 |
FI
Focused Investors
Los Angeles,
California
| USD 186 M | -USD 244 k | 1 | 6.4% | Reducidas |
|
| 714 |
Private Wealth Partners
Mill Valley,
California
| USD 186 M | -USD 7.51 M | 5 | 21.63% | Reducidas |
|
| 715 |
TA
Trivest Advisors
Hong Kong
| USD 185 M | +USD 91.3 M | 5 | 40.15% | Aumentadas |
|
| 716 |
KCM Investment Advisors
Greenbrae,
California
| USD 185 M | -USD 2.09 M | 6 | 8.09% | Reducidas |
|
| 717 |
Prudential plc
London, England,
United Kingdom
| USD 184 M | -USD 5.76 M | 16 | 3.33% | Reducidas |
|
| 718 |
Twin Tree Management
Dallas,
Texas
| USD 184 M | +USD 83.2 M | 11 | 0.29% | Aumentadas |
|
| 719 |
Wedge Capital Management
Charlotte,
North Carolina
| USD 184 M | +USD 40.9 M | 10 | 2.92% | Aumentadas |
|
| 720 |
Veritable
Wilmington,
Delaware
| USD 184 M | +USD 7.75 M | 13 | 3.31% | Aumentadas |
|
| 721 |
Cetera Advisors
Denver,
Colorado
| USD 183 M | +USD 20 M | 15 | 4.17% | Aumentadas |
|
| 722 |
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 183 M | -USD 18.3 M | 14 | 15.96% | Reducidas |
|
| 723 |
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| USD 183 M | +USD 119 M | 6 | 19.61% | Aumentadas |
|
| 724 |
Vestcor Inc
Fredericton,
New Brunswick, Canada
| USD 183 M | +USD 37.7 M | 16 | 6.82% | Aumentadas |
|
| 725 |
GW&K Investment Management
Boston,
Massachusetts
| USD 183 M | +USD 927 k | 12 | 1.97% | Aumentadas |
|