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 | |
|---|---|---|---|---|---|---|---|
| 501 |
Weitz Investment Management
Omaha,
Nebraska
| USD 197 M | +USD 31.8 M | 5 | 8.12% | Aumentadas |
|
| 502 |
Profund Advisors
Bethesda,
Maryland
| USD 196 M | +USD 8.45 M | 12 | 8.16% | Aumentadas |
|
| 503 |
Truist Financial
Charlotte,
North Carolina
| USD 196 M | -USD 1.89 M | 11 | 3.8% | Reducidas |
|
| 504 |
Veritas Investment Management
London,
United Kingdom
| USD 195 M | -USD 2.27 M | 5 | 26.4% | Reducidas |
|
| 505 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 194 M | -USD 3.18 M | 6 | 9.51% | Reducidas |
|
| 506 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 194 M | -USD 13.1 M | 6 | 1.75% | Reducidas |
|
| 507 |
Oppenheimer & Co
New York
| USD 194 M | +USD 5.43 M | 14 | 5.19% | Aumentadas |
|
| 508 |
Fiduciary Trust
Boston,
Massachusetts
| USD 192 M | -USD 1.62 M | 8 | 5.9% | Reducidas |
|
| 509 |
Securian Asset Management
St Paul,
Minnesota
| USD 191 M | +USD 1.23 M | 11 | 4.96% | Aumentadas |
|
| 510 |
People's United Financial
Bridgeport,
Connecticut
| USD 191 M | -USD 1.53 M | 9 | 6.39% | Reducidas |
|
| 511 |
FI
Focused Investors
Los Angeles,
California
| USD 190 M | -USD 5.55 M | 2 | 8.07% | Reducidas |
|
| 512 |
Oppenheimer Asset Management
New York
| USD 190 M | -USD 5.93 M | 14 | 4.94% | Reducidas |
|
| 513 |
Intermede Investment Partners
London,
United Kingdom
| USD 189 M | -USD 878 k | 3 | 17.29% | Reducidas |
|
| 514 |
BC
Brahman Capital
New York
| USD 187 M | +USD 73.2 M | 1 | 6.36% | Aumentadas |
|
| 515 |
Jana Partners
New York
| USD 186 M | -USD 109 M | 2 | 3.81% | Reducidas |
|
| 516 |
Gofen & Glossberg
Chicago,
Illinois
| USD 186 M | +USD 3.39 M | 7 | 6.89% | Aumentadas |
|
| 517 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 185 M | +USD 726 k | 8 | 4.3% | Aumentadas |
|
| 518 |
Welch & Forbes
Boston,
Massachusetts
| USD 185 M | -USD 5.67 M | 8 | 4.86% | Reducidas |
|
| 519 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 184 M | +USD 10 M | 15 | 1.32% | Aumentadas |
|
| 520 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 182 M | +USD 9.3 M | 9 | 4.82% | Aumentadas |
|
| 521 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 181 M | -USD 3.76 M | 6 | 9.85% | Reducidas |
|
| 522 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 180 M | -USD 9.5 M | 6 | 9.87% | Reducidas |
|
| 523 |
Driehaus Capital Management
Chicago,
Illinois
| USD 180 M | -USD 31.5 M | 6 | 7% | Reducidas |
|
| 524 |
Madison Investment Holdings
Madison,
Wisconsin
| USD 179 M | -USD 8.18 M | 5 | 3.21% | Reducidas |
|
| 525 |
PineBridge Investments
New York
| USD 179 M | +USD 23 M | 11 | 4.31% | Aumentadas |
|