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 | |
|---|---|---|---|---|---|---|---|
| 926 |
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 195 M | -USD 85.5 M | 7 | 8.85% | Reducidas |
|
| 927 |
GAM Holding
Zurich,
Switzerland
| USD 195 M | -USD 29.5 M | 6 | 15.58% | Reducidas |
|
| 928 |
Wesleyan Assurance Society
Birmingham,
United Kingdom
| USD 195 M | +USD 3.57 M | 4 | 15.44% | Aumentadas |
|
| 929 |
CWA Asset Management Group
Naples,
Florida
| USD 195 M | +USD 190 M | 8 | 10.35% | Nuevas |
|
| 930 |
Simplex Trading
Chicago,
Illinois
| USD 194 M | +USD 11.6 M | 17 | 0.11% | Aumentadas |
|
| 931 |
Main Street Research
Lakeville,
Connecticut
| USD 194 M | +USD 4.3 M | 6 | 12.22% | Aumentadas |
|
| 932 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 194 M | -USD 2.27 M | 1 | 5.73% | Reducidas |
|
| 933 |
Moors & Cabot
Boston,
Massachusetts
| USD 193 M | +USD 329 k | 9 | 9.61% | Aumentadas |
|
| 934 |
Meridian Wealth Management
Lexington,
Kentucky
| USD 193 M | +USD 146 M | 10 | 9.48% | Aumentadas |
|
| 935 |
Teewinot Capital Advisers
New York
| USD 192 M | -USD 4.33 M | 4 | 19.45% | Reducidas |
|
| 936 |
Hosking Partners
London,
United Kingdom
| USD 192 M | -USD 21 M | 3 | 7.42% | Reducidas |
|
| 937 |
Sigma Planning Corp
Ann Arbor,
Michigan
| USD 192 M | -USD 4.27 M | 12 | 5.88% | Reducidas |
|
| 938 |
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 192 M | +USD 7.23 M | 6 | 12.52% | Aumentadas |
|
| 939 |
Academy Capital Management
Waco,
Texas
| USD 191 M | -USD 316 k | 5 | 33.09% | Reducidas |
|
| 940 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 191 M | -USD 737 k | 3 | 3.46% | Reducidas |
|
| 941 |
First American Bank
Dundee,
Illinois
| USD 191 M | -USD 1.41 M | 5 | 13.72% | Reducidas |
|
| 942 |
Welch Group
Birmingham,
Alabama
| USD 191 M | +USD 1.24 M | 7 | 8.29% | Aumentadas |
|
| 943 |
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 190 M | +USD 2.51 M | 6 | 7.83% | Aumentadas |
|
| 944 |
Graham Holdings Company
Arlington,
Virginia
| USD 190 M | -USD 21.2 M | 1 | 23% | Reducidas |
|
| 945 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 190 M | +USD 12 M | 6 | 19.74% | Aumentadas |
|
| 946 |
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| USD 190 M | +USD 12.8 M | 7 | 15.87% | Aumentadas |
|
| 947 |
Soma Equity Partners
San Francisco,
California
| USD 188 M | -USD 44.4 M | 2 | 10.77% | Reducidas |
|
| 948 |
Natixis Investment Managers International
Paris,
France
| USD 187 M | -USD 3.01 M | 7 | 13.43% | Reducidas |
|
| 949 |
Contrarius Investment Management
St. Helier,
Jersey
| USD 187 M | -USD 29.9 M | 5 | 10.62% | Reducidas |
|
| 950 |
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
| USD 187 M | USD 0 | 3 | 1.68% | Mantenido |
|