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 | |
|---|---|---|---|---|---|---|---|
| 851 |
Giverny Capital
Montreal,
Quebec, Canada
| USD 279 M | -USD 9.8 M | 3 | 10.22% | Reducidas |
|
| 852 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 278 M | +USD 1.03 M | 13 | 4.22% | Aumentadas |
|
| 853 |
Nearwater Capital Markets
Dublin 4, Dublin,
Ireland
| USD 278 M | -USD 480 M | 3 | 6.57% | Reducidas |
|
| 854 |
Rockland Trust
Hanover,
Massachusetts
| USD 278 M | +USD 7.26 M | 6 | 11.14% | Aumentadas |
|
| 855 |
E.S. Barr & Co
Lexington,
Kentucky
| USD 278 M | -USD 32.3 M | 4 | 16.17% | Reducidas |
|
| 856 |
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| USD 278 M | -USD 8.68 M | 21 | 10.46% | Reducidas |
|
| 857 |
Roffman Miller Associates
Philadelphia,
Pennsylvania
| USD 277 M | -USD 4.22 M | 6 | 15.99% | Reducidas |
|
| 858 |
Samlyn Capital
New York
| USD 276 M | -USD 90.6 M | 2 | 4.72% | Reducidas |
|
| 859 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 276 M | -USD 966 k | 7 | 5.6% | Reducidas |
|
| 860 |
SAI
Systematic Alpha Investments
Princeton,
New Jersey
| USD 276 M | USD 0 | 7 | 9.7% | Mantenido |
|
| 861 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 276 M | -USD 378 M | 4 | 2.92% | Reducidas |
|
| 862 |
Hantz Financial Services
Southfield,
Michigan
| USD 274 M | -USD 68.9 M | 22 | 4.18% | Reducidas |
|
| 863 |
Avalon Trust
Santa Fe,
New Mexico
| USD 274 M | -USD 14.5 M | 9 | 18.89% | Reducidas |
|
| 864 |
Fairview Capital Investment Management
Greenbrae,
California
| USD 273 M | -USD 5.09 M | 5 | 14.82% | Reducidas |
|
| 865 |
Annex Advisory Services
Brookfield,
Wisconsin
| USD 273 M | +USD 19.7 M | 6 | 5.11% | Aumentadas |
|
| 866 |
AMI Asset Management
Los Angeles,
California
| USD 272 M | -USD 33.7 M | 6 | 17.39% | Reducidas |
|
| 867 |
Wilmington Savings Fund Society
Wilmington,
Delaware
| USD 272 M | -USD 10.7 M | 17 | 6.49% | Reducidas |
|
| 868 |
OneDigital Investment Advisors
Overland Park,
Kansas
| USD 272 M | -USD 5.31 M | 14 | 2.66% | Reducidas |
|
| 869 |
NorthCrest Asset Manangement
Plymouth,
Minnesota
| USD 271 M | -USD 98.9 M | 17 | 8.44% | Reducidas |
|
| 870 |
IFP Advisors
Tampa,
Florida
| USD 271 M | +USD 50.4 M | 31 | 5.62% | Aumentadas |
|
| 871 |
Principal Securities
Des Moines,
Iowa
| USD 271 M | +USD 16.3 M | 17 | 3.97% | Aumentadas |
|
| 872 |
ODDO BHF Asset Management
Paris,
France
| USD 270 M | +USD 2.07 M | 7 | 10.65% | Aumentadas |
|
| 873 |
Vestcor Inc
Fredericton,
New Brunswick, Canada
| USD 270 M | +USD 14 M | 17 | 7.44% | Aumentadas |
|
| 874 |
Jay A. Fishman Ltd
Troy,
Michigan
| USD 270 M | -USD 5.2 M | 5 | 24.12% | Reducidas |
|
| 875 |
Brandes Investment Partners
La Jolla,
California
| USD 270 M | +USD 13 M | 3 | 1.91% | Aumentadas |
|