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 |
Phoenix Financial
Givatayim,
Israel
| USD 865 M | -USD 57.2 M | 9 | 12.78% | Reducidas |
|
| 402 |
Silvercrest Asset Management
New York
| USD 865 M | -USD 55.8 M | 10 | 5.89% | Reducidas |
|
| 403 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 865 M | +USD 453 k | 19 | 11.8% | Aumentadas |
|
| 404 |
HM Payson & Co
Portland,
Maine
| USD 864 M | +USD 48.4 M | 19 | 14.82% | Aumentadas |
|
| 405 |
SC US (TTGP)
Menlo Park,
California
| USD 860 M | -USD 1.69 M | 1 | 6.28% | Reducidas |
|
| 406 |
Clal Insurance
Tel-Aviv,
Israel
| USD 859 M | +USD 80.2 M | 4 | 7.6% | Aumentadas |
|
| 407 |
Steward Partners Investment Advisory
New York
| USD 856 M | +USD 74.6 M | 27 | 7.91% | Aumentadas |
|
| 408 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 854 M | +USD 68.3 M | 8 | 22.75% | Aumentadas |
|
| 409 |
Tairen Capital
Hong Kong
| USD 849 M | -USD 94.6 M | 6 | 30.08% | Reducidas |
|
| 410 |
MAI Capital Management
Independence,
Ohio
| USD 848 M | -USD 26 M | 13 | 8.07% | Reducidas |
|
| 411 |
Intermede Investment Partners
London,
United Kingdom
| USD 846 M | +USD 84.5 M | 3 | 17.64% | Aumentadas |
|
| 412 |
Atalanta Sosnoff Capital
New York
| USD 840 M | -USD 29 M | 6 | 18.02% | Reducidas |
|
| 413 |
Cannell & Spears
New York
| USD 830 M | +USD 46 k | 7 | 16.33% | Aumentadas |
|
| 414 |
Manning & Napier Advisors
Fairport,
New York
| USD 827 M | +USD 14.2 M | 3 | 9.1% | Aumentadas |
|
| 415 |
Achmea Investment Management
Zeist,
Netherlands
| USD 827 M | +USD 23.6 M | 11 | 13.63% | Aumentadas |
|
| 416 |
AKO Capital
London,
United Kingdom
| USD 822 M | +USD 124 M | 2 | 10.71% | Aumentadas |
|
| 417 |
Erste Asset Management
Vienna,
Austria
| USD 818 M | +USD 52.7 M | 12 | 9.79% | Aumentadas |
|
| 418 |
Vanguard Personalized Indexing Management
Oakland,
California
| USD 816 M | +USD 56.9 M | 23 | 13.13% | Aumentadas |
|
| 419 |
Lido Advisors
Los Angeles,
California
| USD 811 M | +USD 65.4 M | 15 | 4.04% | Aumentadas |
|
| 420 |
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 811 M | -USD 76.6 M | 3 | 22.69% | Reducidas |
|
| 421 |
ABN AMRO Investment Solutions
Paris Cedex 008,
| USD 810 M | +USD 92.4 M | 13 | 14.13% | Aumentadas |
|
| 422 |
Sanctuary Advisors
Indianapolis,
Indiana
| USD 806 M | -USD 100 M | 20 | 5.1% | Reducidas |
|
| 423 |
Welch & Forbes
Boston,
Massachusetts
| USD 804 M | +USD 6.3 M | 9 | 10.23% | Aumentadas |
|
| 424 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 800 M | -USD 1.23 M | 6 | 15.48% | Reducidas |
|
| 425 |
Border to Coast Pensions Partnership
Leeds,
United Kingdom
| USD 790 M | +USD 28.8 M | 4 | 16.11% | Aumentadas |
|