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 | |
|---|---|---|---|---|---|---|---|
| 751 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 115 M | -USD 6.51 M | 6 | 3.43% | Reducidas |
|
| 752 |
Clough Capital Partners
Boston,
Massachusetts
| USD 115 M | +USD 38.1 M | 3 | 10.06% | Aumentadas |
|
| 753 |
Coldstream Capital Management
Bellevue,
Washington
| USD 115 M | -USD 1.63 M | 7 | 10.04% | Reducidas |
|
| 754 |
Salesforce Inc
San Francisco,
California
| USD 115 M | USD 0 | 1 | 25.9% | Mantenido |
|
| 755 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 115 M | -USD 13.3 M | 6 | 3.63% | Reducidas |
|
| 756 |
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 114 M | -USD 306 k | 10 | 9.64% | Reducidas |
|
| 757 |
3G Capital Partners
New York
| USD 113 M | -USD 47.5 M | 1 | 12.62% | Reducidas |
|
| 758 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| USD 113 M | +USD 1.27 M | 5 | 0.87% | Aumentadas |
|
| 759 |
Alphinity Investment Management
Sydney,
Australia
| USD 112 M | +USD 36.1 M | 3 | 15.98% | Aumentadas |
|
| 760 |
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| USD 112 M | USD 0 | 7 | 5.08% | Mantenido |
|
| 761 |
Hyperion Asset Management
Brisbane,
Australia
| USD 112 M | +USD 4.99 M | 3 | 35.15% | Aumentadas |
|
| 762 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 111 M | -USD 271 M | 7 | 1.43% | Reducidas |
|
| 763 |
Crestwood Advisors Group
Boston,
Massachusetts
| USD 111 M | +USD 2.24 M | 6 | 7.96% | Aumentadas |
|
| 764 |
Veritable
Wilmington,
Delaware
| USD 111 M | +USD 1.99 M | 13 | 2.23% | Aumentadas |
|
| 765 |
Trinity Street Asset Management
London,
United Kingdom
| USD 111 M | -USD 24 M | 2 | 22.34% | Reducidas |
|
| 766 |
Zeke Capital Advisors
Berwyn,
Pennsylvania
| USD 110 M | -USD 12.4 M | 12 | 10.27% | Reducidas |
|
| 767 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 110 M | -USD 3.08 M | 6 | 9.05% | Reducidas |
|
| 768 |
Gamble Jones Investment Counsel
Pasadena,
California
| USD 110 M | +USD 3.66 M | 8 | 9.72% | Aumentadas |
|
| 769 |
H2O AM
London,
United Kingdom
| USD 109 M | +USD 10.3 M | 4 | 13.64% | Aumentadas |
|
| 770 |
SCM
Somerset Capital Management
London,
United Kingdom
| USD 109 M | -USD 1.85 M | 1 | 23.17% | Reducidas |
|
| 771 |
Oldfield Partners
London,
United Kingdom
| USD 108 M | -USD 3.36 M | 2 | 10.92% | Reducidas |
|
| 772 |
Portolan Capital Management
Boston,
Massachusetts
| USD 108 M | -USD 16.9 M | 4 | 11.08% | Reducidas |
|
| 773 |
Farr Miller & Washington
Washington,
District of Columbia
| USD 107 M | +USD 150 k | 6 | 9.15% | Aumentadas |
|
| 774 |
First Allied Advisory Services
San Diego,
California
| USD 107 M | +USD 429 k | 15 | 3.68% | Aumentadas |
|
| 775 |
Alta Capital Management
Salt Lake City,
Utah
| USD 107 M | -USD 665 k | 6 | 6.31% | Reducidas |
|