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 |
Banco Santander
Madrid,
Spain
| USD 242 M | +USD 778 k | 8 | 2.76% | Aumentadas |
|
| 502 |
MRG
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| USD 241 M | +USD 4.16 M | 2 | 20.03% | Aumentadas |
|
| 503 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 241 M | -USD 3.22 M | 6 | 1.41% | Reducidas |
|
| 504 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 241 M | -USD 9.49 M | 10 | 5.36% | Reducidas |
|
| 505 |
Whittier Trust
South Pasadena,
California
| USD 241 M | +USD 1.17 M | 15 | 7.52% | Aumentadas |
|
| 506 |
Crossmark Global Holdings
Houston,
Texas
| USD 240 M | -USD 12.7 M | 13 | 6.1% | Reducidas |
|
| 507 |
MC
Maplelane Capital
New York
| USD 240 M | -USD 223 M | 7 | 7.98% | Reducidas |
|
| 508 |
DCP
Darsana Capital Partners
New York
| USD 239 M | -USD 59.9 M | 1 | 7.48% | Reducidas |
|
| 509 |
FC
Fairpointe Capital
Chicago,
Illinois
| USD 237 M | -USD 67 M | 4 | 6.1% | Reducidas |
|
| 510 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 237 M | -USD 1.4 M | 7 | 10.78% | Reducidas |
|
| 511 |
ACPU
Arrowgrass Capital Partners (US)
Dover,
Delaware
| USD 236 M | +USD 61.5 M | 4 | 7.28% | Aumentadas |
|
| 512 |
MIS
Morningstar Investment Services
Chicago,
Illinois
| USD 236 M | -USD 489 k | 5 | 4.25% | Reducidas |
|
| 513 |
Great Lakes Advisors
Chicago,
Illinois
| USD 236 M | +USD 13.9 M | 9 | 5.2% | Aumentadas |
|
| 514 |
Welch & Forbes
Boston,
Massachusetts
| USD 235 M | -USD 2.81 M | 10 | 5.61% | Reducidas |
|
| 515 |
Harvest Fund Management
Beijing,
China
| USD 235 M | -USD 7.93 M | 9 | 40.38% | Reducidas |
|
| 516 |
Zacks Investment Management
Chicago,
Illinois
| USD 235 M | -USD 8.63 M | 8 | 4.9% | Reducidas |
|
| 517 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| USD 234 M | -USD 2.24 M | 5 | 28.81% | Reducidas |
|
| 518 |
AI
AIA International
Hong Kong
| USD 234 M | +USD 12 M | 1 | 68.17% | Aumentadas |
|
| 519 |
MC
Montag & Caldwell
Atlanta,
Georgia
| USD 234 M | -USD 12.1 M | 4 | 9.11% | Reducidas |
|
| 520 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
| USD 233 M | +USD 8.69 M | 11 | 11.46% | Aumentadas |
|
| 521 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 233 M | -USD 17 M | 3 | 13.45% | Reducidas |
|
| 522 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 232 M | USD 0 | 2 | 6.5% | Mantenido |
|
| 523 |
Elliott Management
New York
| USD 230 M | -USD 43.9 M | 2 | 1.01% | Reducidas |
|
| 524 |
Daiwa Securities Group
Tokyo,
Japan
| USD 229 M | +USD 2.19 M | 13 | 1.92% | Aumentadas |
|
| 525 |
D.A. Davidson & Co
Great Falls,
Montana
| USD 228 M | +USD 2.43 M | 15 | 4.06% | Aumentadas |
|