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 | |
|---|---|---|---|---|---|---|---|
| 776 |
SC
SRB Corp
Boston,
Massachusetts
| USD 401 M | -USD 3.3 M | 3 | 21.58% | Reducidas |
|
| 777 |
Covea Finance
Paris,
France
| USD 400 M | -USD 62.2 M | 5 | 12.64% | Reducidas |
|
| 778 |
Caption Management
Oklahoma City,
Oklahoma
| USD 397 M | +USD 218 M | 12 | 1.85% | Aumentadas |
|
| 779 |
Evergreen Capital Management
Bellevue,
Washington
| USD 395 M | +USD 22.4 M | 19 | 6.92% | Aumentadas |
|
| 780 |
SP
SIH Partners
Wilmington,
Delaware
| USD 394 M | -USD 319 M | 13 | 2.48% | Reducidas |
|
| 781 |
Lockheed Martin Investment Management
Bethesda,
Maryland
| USD 394 M | -USD 73.9 M | 6 | 15.58% | Reducidas |
|
| 782 |
Oak Associates
Akron,
Ohio
| USD 394 M | -USD 13.1 M | 8 | 22.01% | Reducidas |
|
| 783 |
Antipodes Partners
Royal Exchange,
Australia
| USD 393 M | -USD 140 M | 4 | 7.21% | Reducidas |
|
| 784 |
Trajan Wealth
Scottsdale,
Arizona
| USD 393 M | -USD 3.99 M | 7 | 14.85% | Reducidas |
|
| 785 |
Capital International
Los Angeles,
California
| USD 393 M | -USD 879 k | 8 | 12.83% | Reducidas |
|
| 786 |
Old National Bancorp
Evansville,
Indiana
| USD 393 M | -USD 28.2 M | 9 | 7.82% | Reducidas |
|
| 787 |
Three Seasons Wealth
Salt Lake City,
Utah
| USD 393 M | +USD 395 M | 7 | 35.74% | Aumentadas |
|
| 788 |
TCTC Holdings
Dallas,
Texas
| USD 392 M | +USD 1.45 M | 7 | 10.29% | Aumentadas |
|
| 789 |
Klingenstein Fields & Co
New York
| USD 392 M | -USD 2.72 M | 5 | 13.7% | Reducidas |
|
| 790 |
Brookstone Capital Management
Wheaton,
Illinois
| USD 390 M | +USD 40.6 M | 15 | 3.91% | Aumentadas |
|
| 791 |
HC
Henshaw Capital
Woburn,
Massachusetts
| USD 389 M | -USD 6.64 M | 5 | 12.67% | Reducidas |
|
| 792 |
MC
Maplelane Capital
New York
| USD 388 M | +USD 333 M | 5 | 7.04% | Aumentadas |
|
| 793 |
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| USD 388 M | -USD 272 M | 2 | 8.59% | Reducidas |
|
| 794 |
Jefferies Financial Group
New York
| USD 387 M | +USD 93.8 M | 20 | 2.55% | Aumentadas |
|
| 795 |
Quintet Private Bank (Europe)
Luxembourg
| USD 386 M | -USD 21.1 M | 6 | 24.06% | Reducidas |
|
| 796 |
Perigon Wealth Management
San Francisco,
California
| USD 385 M | +USD 5.48 M | 16 | 6.06% | Aumentadas |
|
| 797 |
OHIF
Oriental Harbor Investment Fund
Hong Kong
| USD 385 M | -USD 166 M | 2 | 23.35% | Reducidas |
|
| 798 |
OpenArc Corporate Advisory
Atlanta,
Georgia
| USD 385 M | +USD 24.8 M | 15 | 4.58% | Aumentadas |
|
| 799 |
Sculptor Capital
New York
| USD 384 M | +USD 236 M | 7 | 3.13% | Aumentadas |
|
| 800 |
PointState Capital
New York
| USD 383 M | +USD 405 M | 2 | 4.9% | Nuevas |
|