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 |
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| USD 173 M | +USD 24.4 M | 4 | 16.26% | Aumentadas |
|
| 702 |
Freestone Capital Holdings
Seattle,
Washington
| USD 173 M | -USD 14.1 M | 10 | 7.78% | Reducidas |
|
| 703 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 172 M | -USD 1.54 M | 6 | 12.69% | Reducidas |
|
| 704 |
Curi RMB Capital
Chicago,
Illinois
| USD 172 M | -USD 1.91 M | 10 | 6.41% | Reducidas |
|
| 705 |
Suvretta Capital Management
New York
| USD 172 M | +USD 128 M | 2 | 7.14% | Aumentadas |
|
| 706 |
KCM Investment Advisors
Greenbrae,
California
| USD 172 M | -USD 857 k | 6 | 7.95% | Reducidas |
|
| 707 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 172 M | -USD 109 M | 2 | 8.87% | Reducidas |
|
| 708 |
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| USD 171 M | -USD 42.6 M | 8 | 11.02% | Reducidas |
|
| 709 |
MMBG Investment Advisors
Miami,
Florida
| USD 171 M | +USD 385 k | 7 | 22.87% | Aumentadas |
|
| 710 |
Lannebo Fonder
Stockholm,
Sweden
| USD 171 M | -USD 3.85 M | 6 | 34.05% | Reducidas |
|
| 711 |
Private Wealth Partners
Mill Valley,
California
| USD 170 M | -USD 3.28 M | 5 | 21.73% | Reducidas |
|
| 712 |
AKRE Capital Management
Middleburg,
Virginia
| USD 170 M | USD 0 | 1 | 1.5% | Mantenido |
|
| 713 |
Avenir Corporation
Alexandria,
Virginia
| USD 170 M | +USD 1.21 M | 3 | 17.99% | Aumentadas |
|
| 714 |
GC
Gobi Capital
San Francisco,
California
| USD 169 M | -USD 32.7 M | 1 | 15.08% | Reducidas |
|
| 715 |
SeaTown Holdings
Singapore
| USD 169 M | +USD 93.4 M | 3 | 25.78% | Aumentadas |
|
| 716 |
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| USD 169 M | +USD 4.99 M | 9 | 6.77% | Aumentadas |
|
| 717 |
GW&K Investment Management
Boston,
Massachusetts
| USD 168 M | -USD 482 k | 4 | 1.86% | Reducidas |
|
| 718 |
Allstate Corporation
Northbrook,
Illinois
| USD 168 M | -USD 2.15 M | 13 | 4.85% | Reducidas |
|
| 719 |
Boston Financial Management
Boston,
Massachusetts
| USD 167 M | +USD 12.3 M | 7 | 7.27% | Aumentadas |
|
| 720 |
Pentwater Capital Management
Naples,
Florida
| USD 167 M | +USD 81.5 M | 4 | 1.87% | Aumentadas |
|
| 721 |
Hitchwood Capital Management
New York
| USD 167 M | -USD 39.4 M | 3 | 34.64% | Reducidas |
|
| 722 |
Makena Capital Management
Menlo Park,
California
| USD 166 M | -USD 7.01 M | 4 | 27.69% | Reducidas |
|
| 723 |
Cooperman Leon G
| USD 166 M | -USD 7.64 M | 3 | 11.64% | Reducidas |
|
| 724 |
Maryland State Retirement & Pension System
Baltimore,
Maryland
| USD 165 M | -USD 176 M | 6 | 13.74% | Reducidas |
|
| 725 |
Clarius Group LLC
Seattle,
Washington
| USD 165 M | +USD 812 k | 9 | 16.51% | Aumentadas |
|