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 | |
|---|---|---|---|---|---|---|---|
| 1001 |
Hamilton Capital Partners (Canada)
Toronto,
| USD 253 M | +USD 7.63 M | 4 | 7.34% | Aumentadas |
|
| 1002 |
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| USD 253 M | +USD 10.9 M | 5 | 9.49% | Aumentadas |
|
| 1003 |
BCV Asset Management
Winnipeg,
| USD 253 M | +USD 3.32 M | 5 | 7.63% | Aumentadas |
|
| 1004 |
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 253 M | -USD 876 k | 13 | 15.13% | Reducidas |
|
| 1005 |
Todd Asset Management
Louisville,
Kentucky
| USD 253 M | -USD 31.9 M | 7 | 4.49% | Reducidas |
|
| 1006 |
Talbot Financial
Bellevue,
Washington
| USD 252 M | +USD 4.29 M | 5 | 18.58% | Aumentadas |
|
| 1007 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 252 M | +USD 262 M | 6 | 9.37% | Nuevas |
|
| 1008 |
ET
Equitable Trust
Nashville,
Tennessee
| USD 252 M | -USD 6.15 M | 11 | 10.51% | Reducidas |
|
| 1009 |
AMI Asset Management
Los Angeles,
California
| USD 252 M | -USD 58.8 M | 4 | 14.49% | Reducidas |
|
| 1010 |
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 250 M | -USD 590 k | 6 | 17.05% | Reducidas |
|
| 1011 |
BSN Capital Partners
London,
United Kingdom
| USD 249 M | -USD 615 M | 3 | 11.27% | Reducidas |
|
| 1012 |
DFO
Duquesne Family Office
New York
| USD 249 M | +USD 212 M | 2 | 4.78% | Aumentadas |
|
| 1013 |
RWWM Inc
Rocklin,
California
| USD 249 M | +USD 7.55 M | 7 | 18.42% | Aumentadas |
|
| 1014 |
Steginsky Capital
Port Washington,
New York
| USD 248 M | +USD 1.94 M | 2 | 37.27% | Aumentadas |
|
| 1015 |
SPC
Stony Point Capital
New York
| USD 248 M | -USD 4.17 M | 3 | 16.12% | Reducidas |
|
| 1016 |
Level Four Advisory Services
Dallas,
Texas
| USD 248 M | +USD 6.96 M | 14 | 7.01% | Aumentadas |
|
| 1017 |
Howard Capital Management
Roswell,
Georgia
| USD 247 M | +USD 72 M | 10 | 2.95% | Aumentadas |
|
| 1018 |
Westpac Banking Corp
Sydney,
Australia
| USD 247 M | +USD 4.39 M | 15 | 15.23% | Aumentadas |
|
| 1019 |
BlueSpruce Investments
Chicago,
Illinois
| USD 246 M | +USD 5.72 M | 2 | 37.85% | Aumentadas |
|
| 1020 |
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| USD 245 M | -USD 12.7 M | 6 | 12.44% | Reducidas |
|
| 1021 |
FI
Focused Investors
Los Angeles,
California
| USD 244 M | -USD 29.3 M | 2 | 8.22% | Reducidas |
|
| 1022 |
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 243 M | -USD 177 k | 5 | 36.21% | Reducidas |
|
| 1023 |
PO
PBCay One
Dubai,
United Arab Emirates
| USD 242 M | -USD 56.9 M | 3 | 13.91% | Reducidas |
|
| 1024 |
SH
Spear Holdings
Dubai,
United Arab Emirates
| USD 242 M | -USD 57 M | 3 | 14.44% | Reducidas |
|
| 1025 |
Engineers Gate Manager
New York
| USD 241 M | -USD 1.33 M | 26 | 3.13% | Reducidas |
|