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 |
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| USD 121 M | -USD 1.45 M | 9 | 8.41% | Reducidas |
|
| 777 |
EP Wealth Advisors
Torrance,
California
| USD 121 M | +USD 4.75 M | 7 | 4.97% | Aumentadas |
|
| 778 |
Ashfield Capital Partners
San Francisco,
California
| USD 121 M | -USD 423 k | 9 | 12% | Reducidas |
|
| 779 |
MI
Markston International
White Plains,
New York
| USD 120 M | -USD 101 k | 6 | 12.5% | Reducidas |
|
| 780 |
TenCore Partners
New York
| USD 120 M | +USD 114 M | 3 | 54.68% | Nuevas |
|
| 781 |
SeaTown Holdings
Singapore
| USD 120 M | +USD 4.97 M | 5 | 16.63% | Aumentadas |
|
| 782 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 120 M | +USD 1.97 M | 11 | 2.16% | Aumentadas |
|
| 783 |
Junto Capital Management
New York
| USD 120 M | +USD 19.2 M | 3 | 5.65% | Aumentadas |
|
| 784 |
TDAM USA
Toronto,
Ontario, Canada
| USD 120 M | -USD 4.8 M | 7 | 7.76% | Reducidas |
|
| 785 |
Osterweis Capital Management
San Francisco,
California
| USD 120 M | -USD 1.04 M | 3 | 8.27% | Reducidas |
|
| 786 |
Palladium Partners
Norfolk,
Virginia
| USD 119 M | -USD 2.8 M | 7 | 7.66% | Reducidas |
|
| 787 |
Timucuan Asset Management
Jacksonville,
Florida
| USD 119 M | -USD 261 k | 1 | 6.15% | Reducidas |
|
| 788 |
Avenir Corporation
Alexandria,
Virginia
| USD 119 M | -USD 447 k | 2 | 12.05% | Reducidas |
|
| 789 |
Meag Munich Ergo
Munich,
Germany
| USD 119 M | -USD 130 M | 12 | 12.67% | Reducidas |
|
| 790 |
Oldfield Partners
London,
United Kingdom
| USD 119 M | -USD 2.38 M | 2 | 10.51% | Reducidas |
|
| 791 |
Alphinity Investment Management
Sydney,
Australia
| USD 118 M | -USD 41.9 M | 2 | 13.09% | Reducidas |
|
| 792 |
Boston Financial Management
Boston,
Massachusetts
| USD 118 M | -USD 1.13 M | 6 | 6.48% | Reducidas |
|
| 793 |
Valiant Capital Management
San Francisco,
California
| USD 118 M | -USD 32 M | 2 | 13.75% | Reducidas |
|
| 794 |
Central Trust Company
Jefferson City,
Missouri
| USD 118 M | +USD 1.15 M | 16 | 6.02% | Aumentadas |
|
| 795 |
Meritage Portfolio Management
Overland Park,
Kansas
| USD 118 M | +USD 4.69 M | 5 | 10.34% | Aumentadas |
|
| 796 |
Cortland Associates
St Louis,
Missouri
| USD 118 M | +USD 11 M | 6 | 16.63% | Aumentadas |
|
| 797 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| USD 117 M | +USD 19 M | 7 | 4.83% | Aumentadas |
|
| 798 |
First Allied Advisory Services
San Diego,
California
| USD 117 M | -USD 7.39 M | 12 | 3.95% | Reducidas |
|
| 799 |
Scopia Capital Management
New York
| USD 117 M | -USD 46.4 M | 1 | 9.07% | Reducidas |
|
| 800 |
Taikang Asset Management (HK)
Hong Kong
| USD 117 M | -USD 114 M | 5 | 29.31% | Reducidas |
|