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 |
Wafra Inc
New York
| USD 405 M | +USD 32.8 M | 5 | 16.87% | Aumentadas |
|
| 502 |
Barings
Charlotte,
North Carolina
| USD 405 M | -USD 20 M | 10 | 10.02% | Reducidas |
|
| 503 |
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
| USD 404 M | +USD 10.1 M | 7 | 4.71% | Aumentadas |
|
| 504 |
Samlyn Capital
New York
| USD 403 M | +USD 205 M | 3 | 5.56% | Aumentadas |
|
| 505 |
Profund Advisors
Bethesda,
Maryland
| USD 401 M | +USD 60 M | 15 | 15.43% | Aumentadas |
|
| 506 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 401 M | -USD 59 M | 7 | 13.94% | Reducidas |
|
| 507 |
Waverton Investment Management
London,
United Kingdom
| USD 397 M | +USD 8.84 M | 3 | 17.22% | Aumentadas |
|
| 508 |
Corvex Management
New York
| USD 395 M | +USD 214 M | 3 | 19.44% | Aumentadas |
|
| 509 |
SVB Wealth
Boston,
Massachusetts
| USD 394 M | -USD 20.3 M | 9 | 5.49% | Reducidas |
|
| 510 |
E Fund Management
Guangzhou,
China
| USD 394 M | +USD 175 M | 11 | 32.41% | Aumentadas |
|
| 511 |
BP
London,
United Kingdom
| USD 394 M | -USD 94.8 M | 14 | 13.8% | Reducidas |
|
| 512 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 392 M | +USD 14.3 M | 5 | 4.46% | Aumentadas |
|
| 513 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 391 M | +USD 126 M | 3 | 6.2% | Aumentadas |
|
| 514 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 391 M | -USD 77.5 M | 11 | 9.43% | Reducidas |
|
| 515 |
Country Trust Bank
Bloomington,
Illinois
| USD 389 M | -USD 10.5 M | 11 | 12.43% | Reducidas |
|
| 516 |
Scharf Investments
Los Gatos,
California
| USD 388 M | -USD 9.25 M | 6 | 13.42% | Reducidas |
|
| 517 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 386 M | -USD 3.06 M | 11 | 1.04% | Reducidas |
|
| 518 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 386 M | +USD 2.75 M | 9 | 5.8% | Aumentadas |
|
| 519 |
Ariel Investments
Chicago,
Illinois
| USD 385 M | -USD 16.7 M | 4 | 3.79% | Reducidas |
|
| 520 |
Beck Mack & Oliver
New York
| USD 384 M | -USD 30.8 M | 5 | 11.85% | Reducidas |
|
| 521 |
Rafferty Asset Management
New York
| USD 384 M | -USD 10.6 M | 18 | 2.62% | Reducidas |
|
| 522 |
Honeycomb Asset Management
New York
| USD 381 M | +USD 85.9 M | 5 | 22.77% | Aumentadas |
|
| 523 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 377 M | -USD 12.6 M | 9 | 13.6% | Reducidas |
|
| 524 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 376 M | -USD 24.5 M | 5 | 7.03% | Reducidas |
|
| 525 |
Cannell & Co
New York
| USD 375 M | +USD 9.8 M | 8 | 11.76% | Aumentadas |
|