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 | |
|---|---|---|---|---|---|---|---|
| 1101 |
Hosking Partners
London,
United Kingdom
| USD 210 M | -USD 51.4 M | 2 | 6.97% | Reducidas |
|
| 1102 |
MIM
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 209 M | +USD 12.5 M | 5 | 38.89% | Aumentadas |
|
| 1103 |
Bridgeway Capital Management
Houston,
Texas
| USD 209 M | +USD 7.73 M | 14 | 3.67% | Aumentadas |
|
| 1104 |
Roundview Capital
Princeton,
New Jersey
| USD 209 M | -USD 2.6 M | 7 | 11.4% | Reducidas |
|
| 1105 |
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 208 M | -USD 7.13 M | 4 | 16.39% | Reducidas |
|
| 1106 |
TBBL
True Blue (BVI) Ltd
Road Town, Tortola,
| USD 208 M | USD 0 | 2 | 83.81% | Mantenido |
|
| 1107 |
Stephens Investment Management Group
Houston,
Texas
| USD 208 M | +USD 29.9 M | 8 | 2.23% | Aumentadas |
|
| 1108 |
Causeway Capital Management
Los Angeles,
California
| USD 207 M | -USD 16.9 M | 3 | 2.25% | Reducidas |
|
| 1109 |
Heritage Wealth Advisors
Richmond,
Virginia
| USD 207 M | +USD 6.76 M | 9 | 7.11% | Aumentadas |
|
| 1110 |
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| USD 207 M | +USD 694 k | 7 | 9.02% | Aumentadas |
|
| 1111 |
First Long Island Investors
Jericho,
New York
| USD 207 M | -USD 742 k | 4 | 14.67% | Reducidas |
|
| 1112 |
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 207 M | +USD 631 k | 15 | 9.3% | Aumentadas |
|
| 1113 |
SCS Capital Management
Boston,
Massachusetts
| USD 206 M | +USD 86.2 M | 8 | 1.95% | Aumentadas |
|
| 1114 |
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| USD 206 M | +USD 1.02 M | 6 | 7.69% | Aumentadas |
|
| 1115 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 205 M | -USD 2.19 M | 4 | 21.9% | Reducidas |
|
| 1116 |
Silicon Valley Capital Partners
San Jose,
California
| USD 204 M | +USD 685 k | 13 | 16.55% | Aumentadas |
|
| 1117 |
Y-Intercept (HK)
Hong Kong
| USD 204 M | +USD 46.9 M | 18 | 4.04% | Aumentadas |
|
| 1118 |
Analog Century Management
New York
| USD 204 M | -USD 82.6 M | 2 | 7.47% | Reducidas |
|
| 1119 |
SI
Sava Infond
Maribor,
Slovenia
| USD 203 M | +USD 89.8 M | 8 | 14.41% | Aumentadas |
|
| 1120 |
Ninety One North America
New York
| USD 203 M | -USD 35.8 M | 3 | 9.52% | Reducidas |
|
| 1121 |
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 203 M | -USD 3.53 M | 7 | 14.2% | Reducidas |
|
| 1122 |
Wedmont Private Capital
West Chester,
Pennsylvania
| USD 203 M | -USD 8.9 M | 17 | 5.57% | Reducidas |
|
| 1123 |
Polar Asset Management Partners
Toronto,
Ontario, Canada
| USD 203 M | +USD 154 M | 5 | 3.34% | Aumentadas |
|
| 1124 |
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 203 M | -USD 4.15 M | 7 | 11.96% | Reducidas |
|
| 1125 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| USD 202 M | -USD 6.69 M | 19 | 1.72% | Reducidas |
|