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 |
Investment House LLC
Redondo Beach,
California
| USD 224 M | -USD 4.67 M | 7 | 14.41% | Reducidas |
|
| 777 |
Pathstone Family Office
Englewood,
New Jersey
| USD 224 M | +USD 47.1 M | 17 | 5.59% | Aumentadas |
|
| 778 |
RWWM Inc
Rocklin,
California
| USD 221 M | +USD 42.2 M | 3 | 27.23% | Aumentadas |
|
| 779 |
Capital International Sarl
Los Angeles,
California
| USD 221 M | +USD 122 M | 7 | 10.54% | Aumentadas |
|
| 780 |
Honeycomb Asset Management
New York
| USD 221 M | -USD 107 M | 3 | 14.74% | Reducidas |
|
| 781 |
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| USD 221 M | +USD 6.45 M | 4 | 10.25% | Aumentadas |
|
| 782 |
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 220 M | -USD 5.81 M | 19 | 7.43% | Reducidas |
|
| 783 |
Madison Asset Management
Madison,
Wisconsin
| USD 220 M | -USD 15.9 M | 7 | 2.89% | Reducidas |
|
| 784 |
Rheos Capital Works
Tokyo,
Japan
| USD 220 M | +USD 24.9 M | 7 | 9.61% | Aumentadas |
|
| 785 |
Locust Wood Capital Advisers
New York
| USD 218 M | +USD 3.14 M | 3 | 10.88% | Aumentadas |
|
| 786 |
MP
MFN Partners
Boston,
Massachusetts
| USD 217 M | USD 0 | 1 | 8.54% | Mantenido |
|
| 787 |
Advisory Services Network
Atlanta,
Georgia
| USD 217 M | +USD 10 M | 20 | 6.24% | Aumentadas |
|
| 788 |
Beacon Pointe Advisors
Newport Beach,
California
| USD 217 M | -USD 83.4 M | 16 | 5.64% | Reducidas |
|
| 789 |
Howland Capital Management
Boston,
Massachusetts
| USD 216 M | -USD 2.02 M | 8 | 10.99% | Reducidas |
|
| 790 |
MMBG Investment Advisors
Miami,
Florida
| USD 216 M | +USD 217 M | 7 | 20.78% | Nuevas |
|
| 791 |
Blue Whale Capital
London,
United Kingdom
| USD 216 M | -USD 27 M | 2 | 17.58% | Reducidas |
|
| 792 |
Select Equity Group
New York
| USD 216 M | +USD 58.8 M | 3 | 0.59% | Aumentadas |
|
| 793 |
Unigestion Holding
Geneva,
Switzerland
| USD 215 M | -USD 41.8 M | 6 | 8.75% | Reducidas |
|
| 794 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 214 M | -USD 5.42 M | 5 | 10.26% | Reducidas |
|
| 795 |
Madrona Venture Group
Seattle,
Washington
| USD 214 M | -USD 219 M | 1 | 40.42% | Reducidas |
|
| 796 |
Old National Bancorp
Evansville,
Indiana
| USD 213 M | -USD 7.98 M | 8 | 7.62% | Reducidas |
|
| 797 |
Chartwell Investment Partners
Berywn,
Pennsylvania
| USD 213 M | -USD 2.49 M | 9 | 6.19% | Reducidas |
|
| 798 |
Barings
Charlotte,
North Carolina
| USD 213 M | -USD 13.7 M | 12 | 5.48% | Reducidas |
|
| 799 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 213 M | -USD 20.8 M | 5 | 5.73% | Reducidas |
|
| 800 |
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| USD 212 M | -USD 17.1 M | 2 | 28.32% | Reducidas |
|