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 | |
|---|---|---|---|---|---|---|---|
| 351 |
First Pacific Advisors
El Segundo,
California
| USD 1076 M | -USD 111 M | 3 | 14.95% | Reducidas |
|
| 352 |
Bridges Investment Management
Omaha,
Nebraska
| USD 1069 M | -USD 11.4 M | 6 | 14.94% | Reducidas |
|
| 353 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 1066 M | +USD 5.95 M | 6 | 11.02% | Aumentadas |
|
| 354 |
Third Point
New York
| USD 1064 M | -USD 920 M | 2 | 14.32% | Reducidas |
|
| 355 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 1059 M | +USD 27.6 M | 15 | 11.24% | Aumentadas |
|
| 356 |
Two Sigma Investments
New York
| USD 1058 M | +USD 125 M | 27 | 2.32% | Aumentadas |
|
| 357 |
IEQ Capital
Foster City,
California
| USD 1048 M | +USD 63.2 M | 21 | 12.86% | Aumentadas |
|
| 358 |
New York Life Investment Management
New York
| USD 1046 M | -USD 22.7 M | 14 | 10.17% | Reducidas |
|
| 359 |
Champlain Investment Partners
Burlington,
Vermont
| USD 1046 M | -USD 13.6 M | 4 | 6.32% | Reducidas |
|
| 360 |
AGF Management
Toronto,
Ontario, Canada
| USD 1039 M | +USD 6.72 M | 8 | 5.26% | Aumentadas |
|
| 361 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 1038 M | -USD 58.9 M | 7 | 27.44% | Reducidas |
|
| 362 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 1023 M | -USD 7.05 M | 20 | 16.46% | Reducidas |
|
| 363 |
Brighton Jones LLC
Seattle,
Washington
| USD 1013 M | -USD 222 M | 12 | 38.1% | Reducidas |
|
| 364 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| USD 1008 M | -USD 36.6 M | 4 | 10.35% | Reducidas |
|
| 365 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 1006 M | +USD 31.9 M | 6 | 9.8% | Aumentadas |
|
| 366 |
Yacktman Asset Management
Austin,
Texas
| USD 1003 M | -USD 393 M | 3 | 10.29% | Reducidas |
|
| 367 |
John W. Bristol & Co
New York
| USD 1001 M | -USD 825 k | 5 | 15.97% | Reducidas |
|
| 368 |
HRT Financial
New York
| USD 999 M | +USD 561 M | 13 | 4.96% | Aumentadas |
|
| 369 |
Bain Capital Investors
Boston,
Massachusetts
| USD 999 M | +USD 926 M | 1 | 26.12% | Nuevas |
|
| 370 |
Capital Wealth Planning
Naples,
Florida
| USD 992 M | +USD 102 M | 6 | 9.25% | Aumentadas |
|
| 371 |
GuardCap Asset Management
London,
United Kingdom
| USD 980 M | -USD 255 M | 3 | 13.34% | Reducidas |
|
| 372 |
LSV Asset Management
Chicago,
Illinois
| USD 967 M | -USD 103 M | 8 | 2.07% | Reducidas |
|
| 373 |
Williams Jones Wealth Management
New York
| USD 967 M | +USD 7.47 M | 7 | 11.34% | Aumentadas |
|
| 374 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 962 M | -USD 44.3 M | 4 | 8.56% | Reducidas |
|
| 375 |
Yousif Capital Management
Bloomfield Hills,
Michigan
| USD 961 M | -USD 8.3 M | 18 | 10.42% | Reducidas |
|