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 | |
|---|---|---|---|---|---|---|---|
| 801 |
Argent Trust Co
Nashville,
Tennessee
| USD 371 M | -USD 6.41 M | 9 | 12.72% | Reducidas |
|
| 802 |
Jain Global
New York
| USD 369 M | +USD 224 M | 10 | 1.78% | Aumentadas |
|
| 803 |
PGGM Investments
Zeist,
Netherlands
| USD 368 M | +USD 12.1 M | 2 | 5.83% | Aumentadas |
|
| 804 |
NZS Capital
Denver,
Colorado
| USD 367 M | -USD 21.2 M | 4 | 11.26% | Reducidas |
|
| 805 |
Maple Capital Management
Montpelier,
Vermont
| USD 365 M | -USD 524 k | 6 | 22.99% | Reducidas |
|
| 806 |
Strategy Capital
Los Altos,
California
| USD 364 M | -USD 43.8 M | 2 | 26.85% | Reducidas |
|
| 807 |
Foundations Investment Advisors
Phoenix,
Arizona
| USD 364 M | +USD 46.5 M | 12 | 4.77% | Aumentadas |
|
| 808 |
Empowered Funds
Havertown,
Pennsylvania
| USD 363 M | -USD 387 M | 20 | 6.16% | Reducidas |
|
| 809 |
Mondrian Investment Partners
London,
United Kingdom
| USD 362 M | -USD 41.4 M | 4 | 5.98% | Reducidas |
|
| 810 |
Guinness Asset Management
London,
United Kingdom
| USD 362 M | -USD 24.6 M | 4 | 5.87% | Reducidas |
|
| 811 |
ExodusPoint Capital Management
New York
| USD 360 M | +USD 25.7 M | 15 | 2.83% | Aumentadas |
|
| 812 |
KCM Investment Advisors
Greenbrae,
California
| USD 360 M | -USD 3.43 M | 6 | 11.54% | Reducidas |
|
| 813 |
Bleakley Financial Group
Fairfield,
New Jersey
| USD 360 M | +USD 31.6 M | 10 | 6.24% | Aumentadas |
|
| 814 |
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 358 M | -USD 535 k | 5 | 28.91% | Reducidas |
|
| 815 |
VCM
Violich Capital Management
San Francisco,
California
| USD 358 M | +USD 7.58 M | 6 | 39.96% | Aumentadas |
|
| 816 |
Trust Company of Vermont
Brattleboro,
Vermont
| USD 357 M | +USD 1.28 M | 18 | 14.91% | Aumentadas |
|
| 817 |
Graham Holdings Company
Arlington,
Virginia
| USD 356 M | USD 0 | 1 | 32.93% | Mantenido |
|
| 818 |
AMI Asset Management
Los Angeles,
California
| USD 355 M | -USD 8.65 M | 4 | 20.15% | Reducidas |
|
| 819 |
PCM
Palestra Capital Management
New York
| USD 353 M | -USD 6.76 M | 3 | 12.49% | Reducidas |
|
| 820 |
GA
GuoLine Advisory
Singapore
| USD 353 M | +USD 15.4 M | 3 | 32.48% | Aumentadas |
|
| 821 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 352 M | -USD 35.7 M | 6 | 13.55% | Reducidas |
|
| 822 |
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 350 M | -USD 6.97 M | 5 | 32.54% | Reducidas |
|
| 823 |
Brookstone Capital Management
Wheaton,
Illinois
| USD 350 M | +USD 5.02 M | 11 | 4% | Aumentadas |
|
| 824 |
Triglav Skladi
Ljubljana,
Slovenia
| USD 348 M | +USD 487 k | 7 | 21.99% | Aumentadas |
|
| 825 |
Traynor Capital Management
Malvern,
Pennsylvania
| USD 347 M | +USD 2.31 M | 10 | 18.52% | Aumentadas |
|