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 | |
|---|---|---|---|---|---|---|---|
| 376 |
Oak Associates
Akron,
Ohio
| USD 395 M | +USD 3.78 M | 10 | 24.19% | Aumentadas |
|
| 377 |
BB&T Securities
Richmond,
Virginia
| USD 394 M | +USD 1.49 M | 14 | 3.88% | Aumentadas |
|
| 378 |
Nissay Asset Management
Tokyo,
Japan
| USD 394 M | +USD 6.53 M | 12 | 10.59% | Aumentadas |
|
| 379 |
International Value Advisers
| USD 394 M | -USD 51.8 M | 3 | 10.79% | Reducidas |
|
| 380 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 391 M | +USD 41.8 M | 4 | 11.49% | Aumentadas |
|
| 381 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 390 M | -USD 32.6 M | 6 | 8.5% | Reducidas |
|
| 382 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 389 M | -USD 140 M | 8 | 5% | Reducidas |
|
| 383 |
Vantage Investment Partners
Kansas City,
Missouri
| USD 388 M | +USD 225 M | 4 | 24.45% | Aumentadas |
|
| 384 |
Antipodes Partners
Royal Exchange,
Australia
| USD 388 M | -USD 18.8 M | 4 | 18.01% | Reducidas |
|
| 385 |
HCM
Highfields Capital Management
Boston,
Massachusetts
| USD 385 M | -USD 327 M | 2 | 7.19% | Reducidas |
|
| 386 |
AIM
Allen Investment Management
New York
| USD 385 M | +USD 6.16 M | 6 | 13.18% | Aumentadas |
|
| 387 |
Huntington National Bank
Columbus,
Ohio
| USD 382 M | +USD 10.3 M | 17 | 5.97% | Aumentadas |
|
| 388 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 380 M | -USD 9.04 M | 10 | 5.59% | Reducidas |
|
| 389 |
VanEck Associates
New York
| USD 377 M | +USD 15.1 M | 7 | 1.84% | Aumentadas |
|
| 390 |
PTC
Provident Trust Company
Waukesha,
Wisconsin
| USD 377 M | +USD 12.9 M | 3 | 13.12% | Aumentadas |
|
| 391 |
Holocene Advisors
New York
| USD 376 M | -USD 69 M | 6 | 6.07% | Reducidas |
|
| 392 |
B
BP
London,
United Kingdom
| USD 374 M | -USD 3.7 M | 12 | 11.45% | Reducidas |
|
| 393 |
Markel Group
Glen Allen,
Virginia
| USD 374 M | +USD 11.5 M | 4 | 6.31% | Aumentadas |
|
| 394 |
SCGE Management
Menlo Park,
California
| USD 373 M | +USD 101 M | 4 | 31.37% | Aumentadas |
|
| 395 |
PGGM Investments
Zeist,
Netherlands
| USD 372 M | +USD 177 k | 3 | 1.96% | Aumentadas |
|
| 396 |
EC
Eminence Capital
New York
| USD 372 M | -USD 35.2 M | 2 | 6.12% | Reducidas |
|
| 397 |
Silvercrest Asset Management
New York
| USD 372 M | -USD 3.26 M | 9 | 3.38% | Reducidas |
|
| 398 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 370 M | +USD 16.7 M | 11 | 4.69% | Aumentadas |
|
| 399 |
VM
Valinor Management
New York
| USD 370 M | -USD 83.6 M | 4 | 13.77% | Reducidas |
|
| 400 |
Douglas Lane & Associates
New York
| USD 369 M | +USD 8.32 M | 7 | 7.26% | Aumentadas |
|