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 |
Modera Wealth Management
Westwood,
New Jersey
| USD 241 M | -USD 3.11 M | 6 | 4.55% | Reducidas |
|
| 702 |
Guinness Asset Management
London,
United Kingdom
| USD 241 M | +USD 8.93 M | 4 | 5.55% | Aumentadas |
|
| 703 |
Castle Hook Partners
New York
| USD 241 M | +USD 192 M | 3 | 8.5% | Aumentadas |
|
| 704 |
Stratos Wealth Partners
Beachwood,
Ohio
| USD 241 M | +USD 19 M | 14 | 5.18% | Aumentadas |
|
| 705 |
TCTC Holdings
Dallas,
Texas
| USD 240 M | -USD 49.6 k | 8 | 9.27% | Reducidas |
|
| 706 |
Contrarius Investment Management
St. Helier,
Jersey
| USD 239 M | +USD 32.6 M | 5 | 13.43% | Aumentadas |
|
| 707 |
Klingenstein Fields & Co
New York
| USD 238 M | +USD 2.99 M | 6 | 11.63% | Aumentadas |
|
| 708 |
RWWM Inc
Rocklin,
California
| USD 238 M | -USD 8.72 M | 3 | 31.85% | Reducidas |
|
| 709 |
Brookfield Corp
Toronto,
Ontario, Canada
| USD 237 M | -USD 109 M | 1 | 1.48% | Reducidas |
|
| 710 |
Locust Wood Capital Advisers
New York
| USD 237 M | +USD 33.9 M | 3 | 10.08% | Aumentadas |
|
| 711 |
Ninety One North America
New York
| USD 236 M | -USD 35.7 M | 2 | 11.56% | Reducidas |
|
| 712 |
Curi RMB Capital
Chicago,
Illinois
| USD 235 M | -USD 3.1 M | 10 | 8.04% | Reducidas |
|
| 713 |
Chicago Capital
Chicago,
Illinois
| USD 235 M | +USD 1.37 M | 8 | 10.98% | Aumentadas |
|
| 714 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 234 M | -USD 359 M | 7 | 20.77% | Reducidas |
|
| 715 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 234 M | USD 0 | 4 | 26.4% | Mantenido |
|
| 716 |
Stephens Inc
Little Rock,
Arkansas
| USD 233 M | -USD 41.6 M | 11 | 4.47% | Reducidas |
|
| 717 |
Nellore Capital Management
Redwood City,
California
| USD 233 M | +USD 14.9 M | 4 | 43.79% | Aumentadas |
|
| 718 |
Senator Investment Group
New York
| USD 232 M | +USD 13.2 M | 4 | 13.05% | Aumentadas |
|
| 719 |
LLL
Lynrock Lake LP
Rye Brook,
New York
| USD 232 M | +USD 4.46 M | 2 | 9.98% | Aumentadas |
|
| 720 |
Ziegler Capital Management
Chicago,
Illinois
| USD 232 M | -USD 6.02 M | 6 | 9.26% | Reducidas |
|
| 721 |
Two Sigma Securities
New York
| USD 230 M | +USD 101 M | 19 | 2.44% | Aumentadas |
|
| 722 |
Old National Bancorp
Evansville,
Indiana
| USD 230 M | -USD 2.06 M | 8 | 6.65% | Reducidas |
|
| 723 |
Taconic Capital Advisors
New York
| USD 230 M | +USD 27.5 M | 3 | 9.89% | Aumentadas |
|
| 724 |
Private Wealth Partners
Mill Valley,
California
| USD 229 M | -USD 2.44 M | 6 | 21.91% | Reducidas |
|
| 725 |
Tokio Marine Asset Management
Tokyo,
Japan
| USD 229 M | -USD 192 k | 14 | 14.5% | Reducidas |
|