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 |
Atalanta Sosnoff Capital
New York
| USD 829 M | -USD 5.33 M | 6 | 19.16% | Reducidas |
|
| 402 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 828 M | -USD 23.3 M | 16 | 12.27% | Reducidas |
|
| 403 |
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 828 M | +USD 16 M | 3 | 22.32% | Aumentadas |
|
| 404 |
Ossiam
Paris,
France
| USD 825 M | -USD 170 M | 13 | 14.46% | Reducidas |
|
| 405 |
Cannell & Spears
New York
| USD 821 M | +USD 485 M | 8 | 16.98% | Aumentadas |
|
| 406 |
Whittier Trust
South Pasadena,
California
| USD 819 M | +USD 11.7 M | 23 | 11.95% | Aumentadas |
|
| 407 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| USD 815 M | +USD 29.9 M | 30 | 3.96% | Aumentadas |
|
| 408 |
BlueSpruce Investments
Chicago,
Illinois
| USD 813 M | +USD 85.3 M | 2 | 14.53% | Aumentadas |
|
| 409 |
LGT Group Foundation
Vaduz,
Liechtenstein
| USD 812 M | -USD 100 M | 11 | 19.19% | Reducidas |
|
| 410 |
Saturna Capital
Bellingham,
Washington
| USD 809 M | +USD 28.5 M | 5 | 11.16% | Aumentadas |
|
| 411 |
Capital Wealth Planning
Naples,
Florida
| USD 804 M | +USD 34.8 M | 6 | 8.59% | Aumentadas |
|
| 412 |
Jupiter Asset Management
London,
United Kingdom
| USD 796 M | -USD 233 M | 9 | 7.6% | Reducidas |
|
| 413 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 796 M | -USD 4.8 M | 6 | 8.31% | Reducidas |
|
| 414 |
MAI Capital Management
Independence,
Ohio
| USD 795 M | +USD 104 M | 16 | 8.24% | Aumentadas |
|
| 415 |
Cercano Management
Bellevue,
Washington
| USD 777 M | -USD 8.12 M | 4 | 21.62% | Reducidas |
|
| 416 |
Eagle Asset Management
St Petersburg,
Florida
| USD 772 M | +USD 253 M | 11 | 3.91% | Aumentadas |
|
| 417 |
CAM
Contour Asset Management
New York
| USD 770 M | +USD 50 M | 6 | 30.06% | Aumentadas |
|
| 418 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 768 M | +USD 44 M | 6 | 15.67% | Aumentadas |
|
| 419 |
BSN Capital Partners
London,
United Kingdom
| USD 767 M | -USD 202 M | 3 | 56.91% | Reducidas |
|
| 420 |
Kestra Advisory Services
Austin,
Texas
| USD 761 M | +USD 71 M | 21 | 5.1% | Aumentadas |
|
| 421 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 754 M | +USD 299 M | 5 | 4.52% | Aumentadas |
|
| 422 |
Douglass Winthrop Advisors
New York
| USD 753 M | -USD 7.58 M | 6 | 15.51% | Reducidas |
|
| 423 |
Welch & Forbes
Boston,
Massachusetts
| USD 750 M | +USD 12.4 M | 9 | 10.29% | Aumentadas |
|
| 424 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 749 M | -USD 217 M | 6 | 29.58% | Reducidas |
|
| 425 |
Border to Coast Pensions Partnership
Leeds,
United Kingdom
| USD 738 M | +USD 2.96 M | 4 | 16.48% | Aumentadas |
|