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 |
NS Partners
London,
United Kingdom
| USD 387 M | -USD 107 M | 3 | 17.31% | Reducidas |
|
| 702 |
Bailard
Foster City,
California
| USD 386 M | -USD 8.16 M | 11 | 8.88% | Reducidas |
|
| 703 |
DJE Kapital
82049 Pullach,
Germany
| USD 385 M | -USD 307 M | 8 | 8.54% | Reducidas |
|
| 704 |
GC Wealth Management RIA
Cambridge,
Massachusetts
| USD 385 M | +USD 7.96 M | 10 | 15.92% | Aumentadas |
|
| 705 |
Cryder Capital Partners
London,
United Kingdom
| USD 384 M | -USD 21.8 M | 2 | 25.07% | Reducidas |
|
| 706 |
Joel Isaacson & Co
New York
| USD 382 M | +USD 2.04 M | 8 | 12.65% | Aumentadas |
|
| 707 |
Ruffer LLP
London,
United Kingdom
| USD 381 M | +USD 209 M | 3 | 15.59% | Aumentadas |
|
| 708 |
Strategy Capital
Los Altos,
California
| USD 379 M | +USD 19.7 M | 2 | 31.01% | Aumentadas |
|
| 709 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 379 M | -USD 3.41 M | 6 | 23.75% | Reducidas |
|
| 710 |
Fuller & Thaler Asset Management
San Mateo,
California
| USD 379 M | +USD 50 M | 10 | 1.28% | Aumentadas |
|
| 711 |
Prime Capital Investment Advisors
Overland Park,
Kansas
| USD 378 M | -USD 21.4 M | 14 | 4.37% | Reducidas |
|
| 712 |
Canada Post Corporation Pension Plan
Toronto,
Canada
| USD 378 M | +USD 1.67 M | 9 | 15.03% | Aumentadas |
|
| 713 |
Kovitz Investment Group Partners
Chicago,
Illinois
| USD 377 M | -USD 18 M | 10 | 8.74% | Reducidas |
|
| 714 |
Choate Investment Advisors
Boston,
Massachusetts
| USD 377 M | -USD 802 k | 8 | 7.38% | Reducidas |
|
| 715 |
RWA Wealth Partners
Newton,
Massachusetts
| USD 376 M | +USD 6.33 M | 11 | 4.11% | Aumentadas |
|
| 716 |
Freestone Capital Holdings
Seattle,
Washington
| USD 376 M | +USD 5.59 M | 14 | 11.4% | Aumentadas |
|
| 717 |
Harvest Fund Management
Beijing,
China
| USD 375 M | -USD 13.9 M | 14 | 15.95% | Reducidas |
|
| 718 |
CK
Cohen Klingenstein
New York
| USD 375 M | -USD 4.05 M | 7 | 12.14% | Reducidas |
|
| 719 |
Northeast Investment Management
Boston,
Massachusetts
| USD 375 M | -USD 13.8 M | 7 | 15.5% | Reducidas |
|
| 720 |
Select Equity Group
New York
| USD 375 M | -USD 7.91 M | 5 | 1.92% | Reducidas |
|
| 721 |
SC
SRB Corp
Boston,
Massachusetts
| USD 373 M | -USD 52.6 M | 3 | 22.91% | Reducidas |
|
| 722 |
Vest Financial
Mclean,
Virginia
| USD 372 M | +USD 59.7 M | 10 | 4.47% | Aumentadas |
|
| 723 |
Glenview Capital Management
New York
| USD 372 M | -USD 54.1 M | 4 | 9.34% | Reducidas |
|
| 724 |
Old National Bancorp
Evansville,
Indiana
| USD 371 M | +USD 11.7 M | 7 | 6.22% | Aumentadas |
|
| 725 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 371 M | +USD 35.9 M | 16 | 2.74% | Aumentadas |
|