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 |
Capital International
Los Angeles,
California
| USD 148 M | -USD 36.8 M | 5 | 10.23% | Reducidas |
|
| 752 |
Guinness Asset Management
London,
United Kingdom
| USD 148 M | +USD 12.1 M | 4 | 4.17% | Aumentadas |
|
| 753 |
Makena Capital Management
Menlo Park,
California
| USD 148 M | +USD 6.33 M | 4 | 27.79% | Aumentadas |
|
| 754 |
Summitry LLC
Foster City,
California
| USD 148 M | +USD 17.7 M | 5 | 10.88% | Aumentadas |
|
| 755 |
Strategy Capital
Los Altos,
California
| USD 148 M | +USD 3.6 M | 2 | 30.3% | Aumentadas |
|
| 756 |
Alpine Associates Management
Palm Beach,
Florida
| USD 148 M | -USD 438 k | 1 | 6.73% | Reducidas |
|
| 757 |
Empire Life Investments
Toronto,
Ontario, Canada
| USD 147 M | +USD 3.63 M | 4 | 10.12% | Aumentadas |
|
| 758 |
Charles-Lim Capital
Central,
Hong Kong
| USD 147 M | +USD 155 M | 2 | 21.98% | Aumentadas |
|
| 759 |
Central Trust Company
Jefferson City,
Missouri
| USD 147 M | -USD 2.54 M | 18 | 4.53% | Reducidas |
|
| 760 |
Parsifal Capital Management
Greenwich,
Connecticut
| USD 147 M | +USD 49.8 M | 1 | 11.31% | Aumentadas |
|
| 761 |
HC
Henshaw Capital
Woburn,
Massachusetts
| USD 146 M | +USD 8.18 M | 5 | 9.73% | Aumentadas |
|
| 762 |
Westchester Capital Management (New York)
Valhalla,
New York
| USD 146 M | +USD 36 M | 3 | 4.01% | Aumentadas |
|
| 763 |
IC
Immersion Capital
London,
United Kingdom
| USD 146 M | +USD 5.92 M | 2 | 45.06% | Aumentadas |
|
| 764 |
Advisor Partners II
Walnut Creek,
California
| USD 146 M | +USD 7.31 M | 12 | 9.04% | Aumentadas |
|
| 765 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 145 M | -USD 1195 M | 2 | 0.39% | Reducidas |
|
| 766 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 145 M | +USD 12.5 M | 7 | 7.46% | Aumentadas |
|
| 767 |
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 145 M | -USD 4.45 M | 7 | 12.03% | Reducidas |
|
| 768 |
NewEdge Advisors
New Orleans,
Louisiana
| USD 145 M | +USD 54.3 M | 33 | 3.91% | Aumentadas |
|
| 769 |
Chartwell Investment Partners
Berywn,
Pennsylvania
| USD 144 M | +USD 53.1 k | 9 | 5.7% | Aumentadas |
|
| 770 |
Advisory Services Network
Atlanta,
Georgia
| USD 144 M | +USD 5.02 M | 32 | 4.41% | Aumentadas |
|
| 771 |
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| USD 143 M | -USD 1.56 M | 10 | 10.12% | Reducidas |
|
| 772 |
First National Trust
Hermitage,
Pennsylvania
| USD 143 M | +USD 163 k | 6 | 7.57% | Aumentadas |
|
| 773 |
Citizens Financial Group
Providence,
Rhode Island
| USD 143 M | -USD 7.38 M | 10 | 5.57% | Reducidas |
|
| 774 |
First Horizon Advisors
Memphis,
Tennessee
| USD 143 M | +USD 504 k | 24 | 5.25% | Aumentadas |
|
| 775 |
GAM Holding
Zurich,
Switzerland
| USD 142 M | -USD 76.7 M | 9 | 11.42% | Reducidas |
|