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 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 465 M | -USD 483 M | 6 | 15.63% | Reducidas |
|
| 402 |
AssetMark Inc
Concord,
California
| USD 464 M | -USD 23.6 M | 18 | 2.01% | Reducidas |
|
| 403 |
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 458 M | +USD 22.7 M | 9 | 22.38% | Aumentadas |
|
| 404 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 458 M | -USD 7.71 M | 11 | 5.11% | Reducidas |
|
| 405 |
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| USD 457 M | -USD 2.97 M | 8 | 12.72% | Reducidas |
|
| 406 |
Czech National Bank
Prague,
Czech Republic
| USD 449 M | +USD 2.8 M | 10 | 11.94% | Aumentadas |
|
| 407 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 448 M | +USD 14.6 M | 14 | 5.78% | Aumentadas |
|
| 408 |
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| USD 446 M | -USD 10.5 M | 4 | 25.68% | Reducidas |
|
| 409 |
Bartlett & Co
Cincinnati,
Ohio
| USD 443 M | -USD 8.35 M | 16 | 8.9% | Reducidas |
|
| 410 |
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| USD 443 M | -USD 8.35 M | 16 | 8.9% | Reducidas |
|
| 411 |
Douglass Winthrop Advisors
New York
| USD 442 M | +USD 3.41 M | 6 | 12.11% | Aumentadas |
|
| 412 |
Liontrust Investment Partners
London,
United Kingdom
| USD 442 M | -USD 60.1 M | 8 | 7.71% | Reducidas |
|
| 413 |
Baupost Group
Boston,
Massachusetts
| USD 438 M | +USD 323 M | 2 | 7.14% | Aumentadas |
|
| 414 |
Whittier Trust
South Pasadena,
California
| USD 435 M | -USD 2.06 M | 25 | 8.46% | Reducidas |
|
| 415 |
Williams Jones Wealth Management
New York
| USD 434 M | -USD 14 M | 9 | 7.27% | Reducidas |
|
| 416 |
Douglas Lane & Associates
New York
| USD 430 M | -USD 22.4 M | 9 | 7.19% | Reducidas |
|
| 417 |
Kestra Advisory Services
Austin,
Texas
| USD 429 M | +USD 24.3 M | 19 | 3.81% | Aumentadas |
|
| 418 |
Zacks Investment Management
Chicago,
Illinois
| USD 428 M | -USD 838 k | 10 | 5.97% | Reducidas |
|
| 419 |
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 427 M | -USD 289 M | 1 | 8.15% | Reducidas |
|
| 420 |
Cetera Advisor Networks
El Segundo,
California
| USD 425 M | +USD 103 M | 23 | 3.44% | Aumentadas |
|
| 421 |
HM Payson & Co
Portland,
Maine
| USD 424 M | -USD 5.78 M | 18 | 10.56% | Reducidas |
|
| 422 |
AE Wealth Management
Topeka,
Kansas
| USD 424 M | +USD 3.07 M | 20 | 3.07% | Aumentadas |
|
| 423 |
Welch & Forbes
Boston,
Massachusetts
| USD 424 M | -USD 4.96 M | 8 | 7.6% | Reducidas |
|
| 424 |
Hyperion Asset Management
Brisbane,
Australia
| USD 418 M | -USD 35 M | 3 | 27.15% | Reducidas |
|
| 425 |
First Foundation Advisors
Irvine,
California
| USD 418 M | -USD 12.8 M | 6 | 20.04% | Reducidas |
|