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 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 294 M | +USD 522 k | 6 | 14.76% | Aumentadas |
|
| 727 |
Formuepleje A/S
Aarhus C,
Denmark
| USD 294 M | +USD 40.3 M | 4 | 16.26% | Aumentadas |
|
| 728 |
HC
Henshaw Capital
Woburn,
Massachusetts
| USD 292 M | -USD 30.7 k | 6 | 13.17% | Reducidas |
|
| 729 |
JC
Joho Capital
New York
| USD 291 M | USD 0 | 1 | 41.21% | Mantenido |
|
| 730 |
Bowie Capital Management
Richardson,
Texas
| USD 291 M | +USD 47.8 M | 3 | 17.8% | Aumentadas |
|
| 731 |
Covea Finance
Paris,
France
| USD 291 M | +USD 23.4 M | 3 | 13.34% | Aumentadas |
|
| 732 |
KCM Investment Advisors
Greenbrae,
California
| USD 291 M | -USD 283 k | 6 | 10.44% | Reducidas |
|
| 733 |
Martingale Asset Management
Boston,
Massachusetts
| USD 291 M | -USD 20.9 M | 10 | 6.29% | Reducidas |
|
| 734 |
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 290 M | -USD 92.8 k | 4 | 28.78% | Reducidas |
|
| 735 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 289 M | +USD 111 M | 7 | 11.69% | Aumentadas |
|
| 736 |
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 288 M | +USD 9.21 M | 13 | 11.72% | Aumentadas |
|
| 737 |
Harvard Management Company
Boston,
Massachusetts
| USD 288 M | -USD 318 M | 1 | 17.35% | Reducidas |
|
| 738 |
Nellore Capital Management
Redwood City,
California
| USD 286 M | -USD 1.95 M | 4 | 43.13% | Reducidas |
|
| 739 |
Styrax Capital
New York
| USD 286 M | USD 0 | 2 | 21.86% | Mantenido |
|
| 740 |
Avalon Trust
Santa Fe,
New Mexico
| USD 284 M | -USD 943 k | 7 | 22.5% | Reducidas |
|
| 741 |
Patient Capital Management
Baltimore,
Maryland
| USD 284 M | +USD 4.85 M | 3 | 15.08% | Aumentadas |
|
| 742 |
Perigon Wealth Management
San Francisco,
California
| USD 283 M | -USD 2.55 M | 17 | 8.21% | Reducidas |
|
| 743 |
Martin Currie
Edinburgh,
United Kingdom
| USD 283 M | -USD 48.9 M | 3 | 10.16% | Reducidas |
|
| 744 |
Davidson Investment Advisors
Great Falls,
Montana
| USD 283 M | -USD 5.52 M | 5 | 14.58% | Reducidas |
|
| 745 |
Washington Trust
Westerly,
Rhode Island
| USD 283 M | -USD 7.22 M | 13 | 10.36% | Reducidas |
|
| 746 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
| USD 283 M | +USD 4.09 M | 8 | 9.39% | Aumentadas |
|
| 747 |
Argent Trust Co
Nashville,
Tennessee
| USD 283 M | +USD 5.69 M | 8 | 12.45% | Aumentadas |
|
| 748 |
Alta Capital Management
Salt Lake City,
Utah
| USD 283 M | +USD 8.42 M | 4 | 17.77% | Aumentadas |
|
| 749 |
Ninety One North America
New York
| USD 282 M | -USD 37.8 M | 2 | 14.24% | Reducidas |
|
| 750 |
ARGA Investment Management
Stamford,
Connecticut
| USD 282 M | +USD 25.3 M | 1 | 9.89% | Aumentadas |
|