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 |
Unisphere Establishment
Vaduz,
Liechtenstein
| USD 755 M | +USD 714 M | 4 | 7.81% | Nuevas |
|
| 402 |
Atalanta Sosnoff Capital
New York
| USD 745 M | -USD 15.9 M | 7 | 19.21% | Reducidas |
|
| 403 |
iA Global Asset Management
Quebec,
Quebec, Canada
| USD 739 M | +USD 77.3 M | 9 | 17.08% | Aumentadas |
|
| 404 |
Whittier Trust
South Pasadena,
California
| USD 721 M | -USD 3.61 M | 23 | 11.69% | Reducidas |
|
| 405 |
Stockbridge Partners
Boston,
Massachusetts
| USD 719 M | -USD 23.7 M | 2 | 15.37% | Reducidas |
|
| 406 |
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 712 M | +USD 73.9 M | 3 | 20.42% | Aumentadas |
|
| 407 |
ABN AMRO Investment Solutions
Paris Cedex 008,
| USD 710 M | +USD 6.34 M | 10 | 12.48% | Aumentadas |
|
| 408 |
Groupama Asset Management
Paris,
France
| USD 705 M | +USD 668 M | 12 | 18.36% | Nuevas |
|
| 409 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 703 M | +USD 2.9 M | 6 | 7.8% | Aumentadas |
|
| 410 |
D1 Capital Partners
New York
| USD 702 M | -USD 303 M | 3 | 12.33% | Reducidas |
|
| 411 |
Cercano Management
Bellevue,
Washington
| USD 700 M | +USD 12.9 M | 4 | 23.12% | Aumentadas |
|
| 412 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| USD 699 M | +USD 69.2 M | 31 | 3.76% | Aumentadas |
|
| 413 |
BAMCO Inc
New York
| USD 699 M | -USD 68.6 M | 8 | 1.86% | Reducidas |
|
| 414 |
Saturna Capital
Bellingham,
Washington
| USD 696 M | +USD 70.2 M | 5 | 10.85% | Aumentadas |
|
| 415 |
Voyager Global Management
New York
| USD 691 M | -USD 70.4 M | 3 | 33.01% | Reducidas |
|
| 416 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 691 M | -USD 29.4 M | 7 | 15.9% | Reducidas |
|
| 417 |
Douglass Winthrop Advisors
New York
| USD 680 M | -USD 10 M | 6 | 15.19% | Reducidas |
|
| 418 |
Capital Wealth Planning
Naples,
Florida
| USD 678 M | +USD 140 M | 7 | 7.76% | Aumentadas |
|
| 419 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 676 M | -USD 29.9 M | 3 | 2.38% | Reducidas |
|
| 420 |
Ruane, Cunniff & Goldfarb
New York
| USD 667 M | -USD 22.6 M | 3 | 10.66% | Reducidas |
|
| 421 |
Welch & Forbes
Boston,
Massachusetts
| USD 662 M | -USD 1.38 M | 7 | 9.99% | Reducidas |
|
| 422 |
HM Payson & Co
Portland,
Maine
| USD 660 M | +USD 29 M | 16 | 13.67% | Aumentadas |
|
| 423 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 657 M | +USD 9.9 M | 7 | 26.11% | Aumentadas |
|
| 424 |
WorldQuant Millennium Advisors
New York
| USD 657 M | -USD 53.6 M | 8 | 9.19% | Reducidas |
|
| 425 |
ARK Investment Management
St. Petersburg,
Florida
| USD 655 M | +USD 12.8 M | 7 | 3.88% | Aumentadas |
|