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 |
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
| USD 264 M | +USD 57.1 M | 8 | 4.42% | Aumentadas |
|
| 502 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 262 M | -USD 4.37 M | 7 | 11.1% | Reducidas |
|
| 503 |
Zacks Investment Management
Chicago,
Illinois
| USD 261 M | -USD 5.72 M | 7 | 4.9% | Reducidas |
|
| 504 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 261 M | +USD 14.2 M | 1 | 13.57% | Aumentadas |
|
| 505 |
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 260 M | -USD 55.5 M | 3 | 31.12% | Reducidas |
|
| 506 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 260 M | +USD 6.45 M | 5 | 13.39% | Aumentadas |
|
| 507 |
Bridges Investment Management
Omaha,
Nebraska
| USD 258 M | +USD 6.48 M | 7 | 9.58% | Aumentadas |
|
| 508 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 257 M | -USD 27.5 M | 6 | 9.52% | Reducidas |
|
| 509 |
Ninety One North America
New York
| USD 257 M | +USD 1.12 M | 6 | 20.91% | Aumentadas |
|
| 510 |
RBC Europe
London,
United Kingdom
| USD 255 M | +USD 13.4 M | 14 | 22.57% | Aumentadas |
|
| 511 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 253 M | +USD 5.74 M | 8 | 4.77% | Aumentadas |
|
| 512 |
MUFG Americas
New York
| USD 252 M | -USD 1.72 M | 12 | 6.51% | Reducidas |
|
| 513 |
Cederberg Capital
London,
United Kingdom
| USD 251 M | +USD 12.3 M | 1 | 35.22% | Aumentadas |
|
| 514 |
Crestwood Advisors Group
Boston,
Massachusetts
| USD 251 M | -USD 1.61 M | 8 | 9.94% | Reducidas |
|
| 515 |
Rheos Capital Works
Tokyo,
Japan
| USD 250 M | +USD 12.4 M | 3 | 25.71% | Aumentadas |
|
| 516 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| USD 249 M | -USD 3.79 M | 5 | 29.57% | Reducidas |
|
| 517 |
Origin Asset Management
London,
United Kingdom
| USD 248 M | +USD 28.8 M | 4 | 20.65% | Aumentadas |
|
| 518 |
Formuepleje A/S
Aarhus C,
Denmark
| USD 248 M | +USD 9.03 M | 5 | 16.01% | Aumentadas |
|
| 519 |
Daiwa Securities Group
Tokyo,
Japan
| USD 247 M | +USD 6.22 M | 14 | 2.04% | Aumentadas |
|
| 520 |
Oppenheimer Asset Management
New York
| USD 247 M | -USD 2.37 M | 18 | 5.22% | Reducidas |
|
| 521 |
Allstate Corporation
Northbrook,
Illinois
| USD 245 M | -USD 19.7 M | 8 | 4.44% | Reducidas |
|
| 522 |
BG
Bollard Group
Boston,
Massachusetts
| USD 245 M | -USD 89.9 k | 11 | 7.94% | Reducidas |
|
| 523 |
Eagle Asset Management
St Petersburg,
Florida
| USD 245 M | -USD 4.19 M | 9 | 1.18% | Reducidas |
|
| 524 |
NM
NWI Management
New York
| USD 244 M | +USD 2.34 M | 3 | 10.01% | Aumentadas |
|
| 525 |
AKO Capital
London,
United Kingdom
| USD 244 M | +USD 44.1 M | 1 | 5.24% | Aumentadas |
|