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 | |
|---|---|---|---|---|---|---|---|
| 426 |
Driehaus Capital Management
Chicago,
Illinois
| USD 466 M | -USD 100 M | 12 | 9.56% | Reducidas |
|
| 427 |
Cardano Risk Management
Rotterdam,
Netherlands
| USD 460 M | -USD 15.5 M | 4 | 69.07% | Reducidas |
|
| 428 |
Stockbridge Partners
Boston,
Massachusetts
| USD 459 M | -USD 121 M | 1 | 12.65% | Reducidas |
|
| 429 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| USD 455 M | -USD 36.6 M | 24 | 7.54% | Reducidas |
|
| 430 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 454 M | -USD 50.4 M | 4 | 1.75% | Reducidas |
|
| 431 |
London Company of Virginia
Richmond,
Virginia
| USD 454 M | +USD 673 k | 3 | 3.23% | Aumentadas |
|
| 432 |
Boussard & Gavaudan Investment Management
London,
United Kingdom
| USD 453 M | +USD 662 M | 1 | 58.34% | Aumentadas |
|
| 433 |
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| USD 449 M | -USD 259 M | 1 | 28.78% | Reducidas |
|
| 434 |
First Foundation Advisors
Irvine,
California
| USD 449 M | -USD 3.84 M | 8 | 20.82% | Reducidas |
|
| 435 |
Personal Capital Advisors
Redwood City,
California
| USD 445 M | +USD 4.69 M | 11 | 3.35% | Aumentadas |
|
| 436 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 442 M | +USD 33.3 M | 3 | 6.15% | Aumentadas |
|
| 437 |
Durable Capital Partners
Bethesda,
Maryland
| USD 440 M | +USD 127 M | 2 | 4.84% | Aumentadas |
|
| 438 |
MAI Capital Management
Independence,
Ohio
| USD 438 M | -USD 10 M | 9 | 12.69% | Reducidas |
|
| 439 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| USD 434 M | -USD 18 M | 25 | 6.1% | Reducidas |
|
| 440 |
HM Payson & Co
Portland,
Maine
| USD 433 M | -USD 6.81 M | 18 | 13.33% | Reducidas |
|
| 441 |
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 431 M | -USD 216 M | 7 | 10.66% | Reducidas |
|
| 442 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 430 M | -USD 14.9 M | 11 | 14.62% | Reducidas |
|
| 443 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 428 M | -USD 3.22 M | 7 | 9.39% | Reducidas |
|
| 444 |
Gabelli Funds
Rye,
New York
| USD 423 M | -USD 5.33 M | 10 | 3.29% | Reducidas |
|
| 445 |
Whittier Trust
South Pasadena,
California
| USD 422 M | +USD 11.4 M | 20 | 10.04% | Aumentadas |
|
| 446 |
Miller Value Partners
Sarasota,
Florida
| USD 420 M | +USD 20.9 M | 5 | 15.07% | Aumentadas |
|
| 447 |
Formuepleje A/S
Aarhus C,
Denmark
| USD 419 M | +USD 36.8 M | 5 | 18.28% | Aumentadas |
|
| 448 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 415 M | -USD 3.6 M | 17 | 16.43% | Reducidas |
|
| 449 |
DF Dent & Co
Baltimore,
Maryland
| USD 414 M | -USD 5.87 M | 6 | 5.58% | Reducidas |
|
| 450 |
Ossiam
Paris,
France
| USD 412 M | +USD 103 M | 8 | 17.24% | Aumentadas |
|