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 | |
|---|---|---|---|---|---|---|---|
| 401 |
Troy Asset Management
London,
United Kingdom
| USD 164 M | -USD 10.9 M | 2 | 11.44% | Reducidas |
|
| 402 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 164 M | -USD 31.9 M | 5 | 4.14% | Reducidas |
|
| 403 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 163 M | +USD 15.1 M | 5 | 2.82% | Aumentadas |
|
| 404 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 162 M | +USD 25.1 M | 9 | 6.11% | Aumentadas |
|
| 405 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 162 M | -USD 32 M | 6 | 3.19% | Reducidas |
|
| 406 |
HCM
Herndon Capital Management
Atlanta,
Georgia
| USD 160 M | -USD 21.9 M | 3 | 2.39% | Reducidas |
|
| 407 |
Commonwealth Equity Services
Waltham,
Massachusetts
| USD 160 M | +USD 4.87 M | 12 | 1.66% | Aumentadas |
|
| 408 |
Analytic Investors
Los Angeles,
California
| USD 160 M | -USD 36.5 M | 5 | 2.18% | Reducidas |
|
| 409 |
Tybourne Capital Management
Hong Kong
| USD 160 M | -USD 6.54 M | 1 | 14.89% | Reducidas |
|
| 410 |
HL Financial Services
Louisville,
Kentucky
| USD 158 M | +USD 6.75 M | 8 | 4.26% | Aumentadas |
|
| 411 |
BB&T Securities
Richmond,
Virginia
| USD 157 M | +USD 14.4 M | 8 | 3.45% | Aumentadas |
|
| 412 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 156 M | -USD 1.22 M | 11 | 4.74% | Reducidas |
|
| 413 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 156 M | -USD 6.57 M | 2 | 8.83% | Reducidas |
|
| 414 |
Iconiq Capital
San Francisco,
California
| USD 155 M | +USD 5.53 M | 2 | 29.58% | Aumentadas |
|
| 415 |
Huntington National Bank
Columbus,
Ohio
| USD 155 M | -USD 13.1 M | 10 | 3.78% | Reducidas |
|
| 416 |
DL
Delta Lloyd
Amsterdam,
Netherlands
| USD 155 M | -USD 4.05 M | 9 | 4.8% | Reducidas |
|
| 417 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 155 M | -USD 373 k | 1 | 4.17% | Reducidas |
|
| 418 |
Columbus Circle Investors
| USD 154 M | -USD 55.8 M | 2 | 1.05% | Reducidas |
|
| 419 |
Marshall Wace
London,
United Kingdom
| USD 154 M | -USD 8.72 M | 7 | 2% | Reducidas |
|
| 420 |
Geneva Advisors
Chicago,
Illinois
| USD 154 M | -USD 65.5 M | 6 | 2.78% | Reducidas |
|
| 421 |
Dai-ichi Life Holdings
Tokyo,
Japan
| USD 153 M | -USD 9.6 M | 9 | 4.3% | Reducidas |
|
| 422 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 152 M | +USD 5.01 M | 4 | 14.17% | Aumentadas |
|
| 423 |
Country Trust Bank
Bloomington,
Illinois
| USD 152 M | +USD 13.3 M | 5 | 7.63% | Aumentadas |
|
| 424 |
SVB Wealth
Boston,
Massachusetts
| USD 151 M | +USD 802 k | 9 | 4.89% | Aumentadas |
|
| 425 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 150 M | -USD 977 k | 3 | 3.53% | Reducidas |
|