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 |
Styrax Capital
New York
| USD 395 M | +USD 87.9 M | 4 | 30.25% | Aumentadas |
|
| 777 |
Evergreen Capital Management
Bellevue,
Washington
| USD 394 M | +USD 29.4 M | 15 | 8.8% | Aumentadas |
|
| 778 |
Three Seasons Wealth
Salt Lake City,
Utah
| USD 393 M | -USD 1.16 M | 6 | 37.51% | Reducidas |
|
| 779 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 392 M | -USD 22.8 M | 12 | 3.04% | Reducidas |
|
| 780 |
SurgoCap Partners
New York
| USD 392 M | +USD 106 M | 1 | 10.86% | Aumentadas |
|
| 781 |
TFP
Triple Frond Partners
San Francisco,
California
| USD 392 M | -USD 87.1 M | 3 | 40.73% | Reducidas |
|
| 782 |
Investment House LLC
Redondo Beach,
California
| USD 391 M | -USD 9.4 M | 8 | 18.59% | Reducidas |
|
| 783 |
Iconiq Capital
San Francisco,
California
| USD 390 M | +USD 44.1 M | 9 | 5.89% | Aumentadas |
|
| 784 |
Corvex Management
New York
| USD 389 M | +USD 14 M | 3 | 11.9% | Aumentadas |
|
| 785 |
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 389 M | +USD 16.6 M | 12 | 11.31% | Aumentadas |
|
| 786 |
DAM
Davis Asset Management
Sausalito,
California
| USD 387 M | USD 0 | 2 | 13.86% | Mantenido |
|
| 787 |
Baker Avenue Asset Management
San Francisco,
California
| USD 386 M | +USD 5.35 M | 13 | 8.9% | Aumentadas |
|
| 788 |
Summit Trail Advisors
New York
| USD 384 M | -USD 28.8 M | 20 | 6.63% | Reducidas |
|
| 789 |
Accel Leaders 4 Associates
Palo Alto,
California
| USD 383 M | USD 0 | 1 | 100% | Mantenido |
|
| 790 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 383 M | -USD 11.5 M | 6 | 2.57% | Reducidas |
|
| 791 |
LMR Partners
London,
United Kingdom
| USD 382 M | -USD 12.4 M | 17 | 0.72% | Reducidas |
|
| 792 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 382 M | -USD 20.6 M | 7 | 2.35% | Reducidas |
|
| 793 |
Wealthspire Advisors (New York)
New York
| USD 381 M | +USD 119 M | 11 | 3.03% | Aumentadas |
|
| 794 |
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 380 M | +USD 25.9 M | 10 | 6.75% | Aumentadas |
|
| 795 |
Capital International
Los Angeles,
California
| USD 379 M | +USD 6.12 M | 8 | 13.36% | Aumentadas |
|
| 796 |
Vest Financial
Mclean,
Virginia
| USD 379 M | +USD 23.1 M | 10 | 4.8% | Aumentadas |
|
| 797 |
Caption Management
Oklahoma City,
Oklahoma
| USD 377 M | +USD 132 M | 12 | 2.59% | Aumentadas |
|
| 798 |
Wesleyan Assurance Society
Birmingham,
United Kingdom
| USD 374 M | -USD 754 k | 4 | 21.6% | Reducidas |
|
| 799 |
Perigon Wealth Management
San Francisco,
California
| USD 373 M | +USD 9.42 M | 19 | 6.68% | Aumentadas |
|
| 800 |
Signature Estate & Investment Advisors
Los Angeles,
California
| USD 371 M | -USD 266 k | 7 | 7.47% | Reducidas |
|