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 |
Guinness Asset Management
London,
United Kingdom
| USD 296 M | +USD 2.78 M | 4 | 5.61% | Aumentadas |
|
| 702 |
Hancock Whitney
Gulfport,
Mississippi
| USD 296 M | +USD 5.11 M | 8 | 9.54% | Aumentadas |
|
| 703 |
Klingenstein Fields & Co
New York
| USD 296 M | -USD 136 k | 5 | 11.75% | Reducidas |
|
| 704 |
NorthCrest Asset Manangement
Plymouth,
Minnesota
| USD 295 M | +USD 12.5 M | 8 | 8.93% | Aumentadas |
|
| 705 |
Standard Investments
New York
| USD 294 M | +USD 96.7 M | 1 | 14.92% | Aumentadas |
|
| 706 |
Soros Fund Management
New York
| USD 294 M | -USD 45.1 M | 7 | 4.25% | Reducidas |
|
| 707 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 293 M | -USD 56.6 M | 3 | 13.96% | Reducidas |
|
| 708 |
Meag Munich Ergo
Munich,
Germany
| USD 292 M | -USD 596 k | 8 | 9.15% | Reducidas |
|
| 709 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 292 M | -USD 913 M | 7 | 17.53% | Reducidas |
|
| 710 |
D1 Capital Partners
New York
| USD 291 M | -USD 82.9 M | 2 | 5.62% | Reducidas |
|
| 711 |
Meitav Investment House
Bene-Beraq,
Israel
| USD 287 M | -USD 10.3 M | 7 | 4.82% | Reducidas |
|
| 712 |
HC
Henshaw Capital
Woburn,
Massachusetts
| USD 286 M | -USD 22.3 k | 6 | 11.99% | Reducidas |
|
| 713 |
Cubist Systematic Strategies
Stamford,
Connecticut
| USD 286 M | +USD 89.1 M | 14 | 1.75% | Aumentadas |
|
| 714 |
Harvest Fund Management
Beijing,
China
| USD 286 M | +USD 48.2 M | 12 | 16.99% | Aumentadas |
|
| 715 |
AMI Asset Management
Los Angeles,
California
| USD 285 M | -USD 7.12 M | 3 | 15.45% | Reducidas |
|
| 716 |
Patient Capital Management
Baltimore,
Maryland
| USD 285 M | -USD 7.64 M | 3 | 14% | Reducidas |
|
| 717 |
Alta Capital Management
Salt Lake City,
Utah
| USD 285 M | +USD 19 M | 6 | 16.96% | Aumentadas |
|
| 718 |
Nellore Capital Management
Redwood City,
California
| USD 284 M | +USD 11.5 M | 4 | 38.76% | Aumentadas |
|
| 719 |
Confluence Investment Management
St. Louis,
Missouri
| USD 284 M | -USD 24.1 M | 4 | 3.8% | Reducidas |
|
| 720 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 283 M | +USD 13 M | 7 | 6.31% | Aumentadas |
|
| 721 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 282 M | -USD 2.45 M | 6 | 13.47% | Reducidas |
|
| 722 |
Kingsview Wealth Management
Grants Pass,
Oregon
| USD 281 M | +USD 13.1 M | 10 | 5.92% | Aumentadas |
|
| 723 |
Investment House LLC
Redondo Beach,
California
| USD 281 M | -USD 1.48 M | 9 | 15.17% | Reducidas |
|
| 724 |
Nikko Asset Management Americas
New York
| USD 280 M | +USD 46.5 M | 6 | 3.18% | Aumentadas |
|
| 725 |
JC
Joho Capital
New York
| USD 280 M | USD 0 | 1 | 44.29% | Mantenido |
|