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 | |
|---|---|---|---|---|---|---|---|
| 726 |
Meeder Asset Management
Dublin,
Ohio
| USD 241 M | +USD 233 M | 22 | 11.77% | Aumentadas |
|
| 727 |
Fernbridge Capital Management
Los Angeles,
California
| USD 241 M | +USD 72.8 M | 4 | 24.86% | Aumentadas |
|
| 728 |
Greenleaf Trust
Kalamazoo,
Michigan
| USD 241 M | +USD 5.74 M | 12 | 2.87% | Aumentadas |
|
| 729 |
Voloridge Investment Management
Jupiter,
Florida
| USD 240 M | -USD 146 M | 12 | 1.36% | Reducidas |
|
| 730 |
Eminence Capital
New York
| USD 240 M | -USD 116 M | 2 | 2.72% | Reducidas |
|
| 731 |
Himalaya Capital Management
Seattle,
Washington
| USD 240 M | USD 0 | 1 | 10.08% | Mantenido |
|
| 732 |
Fullerton Fund Management
Singapore
| USD 240 M | +USD 27.6 M | 4 | 12.67% | Aumentadas |
|
| 733 |
B. Riley Wealth Advisors
Boca Raton,
Florida
| USD 239 M | -USD 15.5 M | 19 | 7.83% | Reducidas |
|
| 734 |
Makena Capital Management
Menlo Park,
California
| USD 239 M | +USD 24.2 M | 5 | 28.98% | Aumentadas |
|
| 735 |
Evergreen Capital Management
Bellevue,
Washington
| USD 238 M | +USD 2.73 M | 11 | 9.66% | Aumentadas |
|
| 736 |
Davidson Kempner Capital Management
New York
| USD 237 M | +USD 41 M | 5 | 3.05% | Aumentadas |
|
| 737 |
Scout Investments
Kansas City,
Missouri
| USD 235 M | +USD 78.7 M | 4 | 3.76% | Aumentadas |
|
| 738 |
ETF Managers Group
Summit,
New Jersey
| USD 235 M | +USD 105 M | 26 | 4.72% | Aumentadas |
|
| 739 |
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| USD 234 M | -USD 1.64 M | 10 | 7.5% | Reducidas |
|
| 740 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 234 M | +USD 4.13 M | 5 | 3.48% | Aumentadas |
|
| 741 |
Granite Investment Partners
El Segundo,
California
| USD 234 M | +USD 23.6 M | 9 | 7.92% | Aumentadas |
|
| 742 |
Madison Asset Management
Madison,
Wisconsin
| USD 233 M | +USD 20.9 M | 7 | 3.33% | Aumentadas |
|
| 743 |
Silicon Valley Community Foundation
Mountain View,
California
| USD 233 M | -USD 42 M | 4 | 11.81% | Reducidas |
|
| 744 |
InterOcean Capital Group
Nashville,
Tennessee
| USD 232 M | +USD 11.5 M | 6 | 9.89% | Aumentadas |
|
| 745 |
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| USD 231 M | -USD 6.11 M | 26 | 9.97% | Reducidas |
|
| 746 |
Sound Shore Management
Greenwich,
Connecticut
| USD 231 M | +USD 56.4 M | 2 | 6.71% | Aumentadas |
|
| 747 |
CPWM LLC
Seattle,
Washington
| USD 231 M | -USD 4.04 M | 11 | 16.53% | Reducidas |
|
| 748 |
Blue Whale Capital
London,
United Kingdom
| USD 231 M | +USD 28.7 M | 2 | 22.16% | Aumentadas |
|
| 749 |
GW&K Investment Management
Boston,
Massachusetts
| USD 230 M | +USD 39.5 M | 11 | 2.05% | Aumentadas |
|
| 750 |
Rheos Capital Works
Tokyo,
Japan
| USD 230 M | +USD 22.7 M | 7 | 11.05% | Aumentadas |
|