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 |
Stockbridge Partners
Boston,
Massachusetts
| USD 1049 M | -USD 96.1 M | 2 | 20.51% | Reducidas |
|
| 402 |
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 1048 M | USD 0 | 3 | 25.29% | Mantenido |
|
| 403 |
HM Payson & Co
Portland,
Maine
| USD 1043 M | +USD 7.21 M | 19 | 16.51% | Aumentadas |
|
| 404 |
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| USD 1042 M | +USD 7.92 M | 16 | 14.55% | Aumentadas |
|
| 405 |
First Pacific Advisors
El Segundo,
California
| USD 1037 M | -USD 13 M | 3 | 14.85% | Reducidas |
|
| 406 |
Steward Partners Investment Advisory
New York
| USD 1036 M | +USD 20.2 M | 28 | 8.1% | Aumentadas |
|
| 407 |
Kestra Advisory Services
Austin,
Texas
| USD 1026 M | +USD 42.9 M | 24 | 5% | Aumentadas |
|
| 408 |
Aware Super
Sydney,
Australia
| USD 1024 M | +USD 19.5 M | 11 | 15.02% | Aumentadas |
|
| 409 |
Saturna Capital
Bellingham,
Washington
| USD 1023 M | +USD 1.34 M | 6 | 13.83% | Aumentadas |
|
| 410 |
Evercore Wealth Management
New York
| USD 1021 M | -USD 21.4 M | 9 | 15.87% | Reducidas |
|
| 411 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 1010 M | -USD 3.21 M | 21 | 12.66% | Reducidas |
|
| 412 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 1008 M | -USD 156 M | 2 | 4.9% | Reducidas |
|
| 413 |
Banco Santander
Madrid,
Spain
| USD 1002 M | +USD 44.2 M | 13 | 9.51% | Aumentadas |
|
| 414 |
Mutual of America Capital Management
New York
| USD 998 M | -USD 12.6 M | 15 | 10.76% | Reducidas |
|
| 415 |
John W. Bristol & Co
New York
| USD 998 M | -USD 63.1 M | 5 | 16.17% | Reducidas |
|
| 416 |
Maverick Capital
Dallas,
Texas
| USD 998 M | +USD 78.3 M | 7 | 14.98% | Aumentadas |
|
| 417 |
ValueAct Holdings
San Francisco,
California
| USD 995 M | +USD 783 M | 2 | 17.76% | Aumentadas |
|
| 418 |
OP Asset Management
Helsinki,
| USD 989 M | +USD 7.78 M | 18 | 14.56% | Aumentadas |
|
| 419 |
Capital International Inc
Los Angeles,
California
| USD 984 M | +USD 124 M | 7 | 9.56% | Aumentadas |
|
| 420 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 983 M | +USD 55.2 M | 7 | 4.98% | Aumentadas |
|
| 421 |
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 980 M | -USD 14.8 M | 12 | 24.34% | Reducidas |
|
| 422 |
Mirova US
Boston,
Massachusetts
| USD 977 M | +USD 157 M | 1 | 10.11% | Aumentadas |
|
| 423 |
EP Wealth Advisors
Torrance,
California
| USD 973 M | +USD 93.6 M | 14 | 6.4% | Aumentadas |
|
| 424 |
Voloridge Investment Management
Jupiter,
Florida
| USD 973 M | +USD 91.6 M | 7 | 3.58% | Aumentadas |
|
| 425 |
Troy Asset Management
London,
United Kingdom
| USD 969 M | USD 0 | 2 | 26.48% | Mantenido |
|