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 |
NorthCrest Asset Manangement
Plymouth,
Minnesota
| USD 283 M | +USD 7.5 M | 10 | 8.55% | Aumentadas |
|
| 727 |
Daymark Wealth Partners
Cincinnati,
Ohio
| USD 282 M | -USD 59.1 M | 10 | 12.13% | Reducidas |
|
| 728 |
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| USD 281 M | +USD 107 M | 1 | 23.84% | Aumentadas |
|
| 729 |
Castleark Management
Chicago,
Illinois
| USD 280 M | -USD 19 M | 8 | 9.7% | Reducidas |
|
| 730 |
Scharf Investments
Los Gatos,
California
| USD 279 M | -USD 14.9 M | 4 | 8.44% | Reducidas |
|
| 731 |
Penserra Capital Management
Orinda,
California
| USD 279 M | +USD 42.1 M | 16 | 4.97% | Aumentadas |
|
| 732 |
Pamplona Capital Management
New York
| USD 279 M | USD 0 | 2 | 43.96% | Mantenido |
|
| 733 |
Laird Norton Wetherby Trust Company
Seattle,
Washington
| USD 277 M | -USD 10.4 M | 4 | 44.63% | Reducidas |
|
| 734 |
Choreo LLC
Rockford,
Illinois
| USD 277 M | -USD 22.6 M | 17 | 4.31% | Reducidas |
|
| 735 |
Equitable Holdings
New York
| USD 277 M | +USD 30 M | 11 | 2.63% | Aumentadas |
|
| 736 |
Americana Partners
Houston,
Texas
| USD 277 M | +USD 7.97 M | 7 | 10.74% | Aumentadas |
|
| 737 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 274 M | -USD 10.4 M | 6 | 4.19% | Reducidas |
|
| 738 |
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 274 M | -USD 3.92 M | 5 | 26.52% | Reducidas |
|
| 739 |
Patient Capital Management
Baltimore,
Maryland
| USD 273 M | -USD 23.9 M | 3 | 14.06% | Reducidas |
|
| 740 |
Formuepleje A/S
Aarhus C,
Denmark
| USD 273 M | +USD 4.42 M | 4 | 15.59% | Aumentadas |
|
| 741 |
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 273 M | -USD 4.03 M | 15 | 15.43% | Reducidas |
|
| 742 |
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| USD 273 M | +USD 96.8 M | 8 | 15.69% | Aumentadas |
|
| 743 |
Select Equity Group
New York
| USD 273 M | +USD 23 M | 4 | 1.18% | Aumentadas |
|
| 744 |
SBI Securities
Tokyo,
Japan
| USD 273 M | -USD 11.2 M | 41 | 9.11% | Reducidas |
|
| 745 |
Corvex Management
New York
| USD 272 M | USD 0 | 3 | 10.3% | Mantenido |
|
| 746 |
Klingenstein Fields & Co
New York
| USD 272 M | -USD 1.96 M | 5 | 11.57% | Reducidas |
|
| 747 |
NZS Capital
Denver,
Colorado
| USD 272 M | -USD 15.6 M | 4 | 12.25% | Reducidas |
|
| 748 |
Avala Global
New York
| USD 271 M | +USD 42.4 M | 3 | 18.5% | Aumentadas |
|
| 749 |
Miracle Mile Advisors
Los Angeles,
California
| USD 271 M | -USD 1.35 M | 9 | 5.42% | Reducidas |
|
| 750 |
Harvard Management Company
Boston,
Massachusetts
| USD 269 M | +USD 141 M | 2 | 23.82% | Aumentadas |
|