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 |
Select Equity Group
New York
| USD 276 M | -USD 19.4 M | 3 | 0.97% | Reducidas |
|
| 727 |
Eastern Bank
Boston,
Massachusetts
| USD 275 M | -USD 7.72 M | 6 | 11.45% | Reducidas |
|
| 728 |
JC
Joho Capital
New York
| USD 274 M | USD 0 | 1 | 38.03% | Mantenido |
|
| 729 |
TCIM
TOMS Capital Investment Management
New York
| USD 274 M | +USD 128 M | 2 | 11.47% | Aumentadas |
|
| 730 |
TPG GP A
Fort Worth,
Texas
| USD 274 M | -USD 115 M | 3 | 5.25% | Reducidas |
|
| 731 |
Investment House LLC
Redondo Beach,
California
| USD 272 M | +USD 31.5 M | 9 | 16% | Aumentadas |
|
| 732 |
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| USD 271 M | +USD 7.28 M | 22 | 10.6% | Aumentadas |
|
| 733 |
Kinetic Partners Management
Miami,
Florida
| USD 268 M | -USD 80.7 M | 4 | 18.68% | Reducidas |
|
| 734 |
Styrax Capital
New York
| USD 268 M | USD 0 | 2 | 19.25% | Mantenido |
|
| 735 |
Senator Investment Group
New York
| USD 268 M | -USD 18.5 M | 3 | 12.18% | Reducidas |
|
| 736 |
Sculptor Capital
New York
| USD 268 M | -USD 117 M | 2 | 5.21% | Reducidas |
|
| 737 |
Washington Trust
Westerly,
Rhode Island
| USD 266 M | -USD 927 k | 13 | 9.79% | Reducidas |
|
| 738 |
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 266 M | -USD 20.5 M | 7 | 13.23% | Reducidas |
|
| 739 |
GMT Capital
Atlanta,
Georgia
| USD 265 M | -USD 10.8 M | 4 | 10.43% | Reducidas |
|
| 740 |
KCM Investment Advisors
Greenbrae,
California
| USD 265 M | +USD 1.86 M | 6 | 9.78% | Aumentadas |
|
| 741 |
Vinva Investment Management
Sydney,
Australia
| USD 265 M | +USD 17 M | 12 | 14.86% | Aumentadas |
|
| 742 |
Avenir Corporation
Alexandria,
Virginia
| USD 265 M | -USD 15 M | 3 | 22.64% | Reducidas |
|
| 743 |
Nellore Capital Management
Redwood City,
California
| USD 264 M | -USD 15.1 M | 4 | 40.72% | Reducidas |
|
| 744 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 263 M | +USD 950 k | 6 | 13.46% | Aumentadas |
|
| 745 |
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 262 M | -USD 2.23 M | 4 | 27.92% | Reducidas |
|
| 746 |
Ariel Investments
Chicago,
Illinois
| USD 262 M | +USD 8.28 M | 4 | 2.58% | Aumentadas |
|
| 747 |
Integrated Wealth Concepts
Waltham,
Massachusetts
| USD 261 M | +USD 13.5 M | 18 | 3.78% | Aumentadas |
|
| 748 |
ExodusPoint Capital Management
New York
| USD 261 M | -USD 57.9 M | 18 | 1.99% | Reducidas |
|
| 749 |
Chartwell Investment Partners
Berywn,
Pennsylvania
| USD 261 M | +USD 2.49 M | 10 | 9.01% | Aumentadas |
|
| 750 |
HC
Henshaw Capital
Woburn,
Massachusetts
| USD 260 M | +USD 462 k | 6 | 12.19% | Aumentadas |
|