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 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 463 M | +USD 12.3 M | 5 | 4.7% | Aumentadas |
|
| 502 |
CM
Conifer Management
New York
| USD 460 M | -USD 26.8 M | 2 | 31.03% | Reducidas |
|
| 503 |
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
| USD 458 M | -USD 9.33 M | 6 | 4.91% | Reducidas |
|
| 504 |
Stockbridge Partners
Boston,
Massachusetts
| USD 457 M | -USD 2.97 M | 2 | 9.72% | Reducidas |
|
| 505 |
Scharf Investments
Los Gatos,
California
| USD 455 M | +USD 15 M | 6 | 13.83% | Aumentadas |
|
| 506 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 455 M | -USD 24.7 M | 7 | 28.96% | Reducidas |
|
| 507 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 454 M | +USD 10.5 M | 14 | 10.73% | Aumentadas |
|
| 508 |
Ossiam
Paris,
France
| USD 452 M | -USD 116 M | 12 | 12.27% | Reducidas |
|
| 509 |
Rafferty Asset Management
New York
| USD 452 M | +USD 15.4 M | 18 | 2.85% | Aumentadas |
|
| 510 |
Mizuho Securities
Tokyo,
Japan
| USD 448 M | -USD 194 k | 11 | 85.67% | Reducidas |
|
| 511 |
MRG
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| USD 447 M | +USD 23.6 M | 4 | 25.07% | Aumentadas |
|
| 512 |
Profund Advisors
Bethesda,
Maryland
| USD 447 M | -USD 11.2 M | 17 | 15.01% | Reducidas |
|
| 513 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 445 M | +USD 49 M | 7 | 7.9% | Aumentadas |
|
| 514 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 442 M | -USD 5.09 M | 4 | 6.34% | Reducidas |
|
| 515 |
Mercer Global Advisors
Denver,
Colorado
| USD 442 M | +USD 31 M | 17 | 3.4% | Aumentadas |
|
| 516 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 442 M | +USD 2.95 M | 6 | 7.76% | Aumentadas |
|
| 517 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 437 M | +USD 115 M | 6 | 3.23% | Aumentadas |
|
| 518 |
Country Trust Bank
Bloomington,
Illinois
| USD 436 M | -USD 12.2 M | 12 | 12.92% | Reducidas |
|
| 519 |
Waverton Investment Management
London,
United Kingdom
| USD 436 M | -USD 8.47 M | 3 | 16.92% | Reducidas |
|
| 520 |
HS Management Partners
New York
| USD 435 M | +USD 31.5 M | 3 | 12% | Aumentadas |
|
| 521 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
| USD 435 M | +USD 5.14 M | 9 | 9.46% | Aumentadas |
|
| 522 |
Hitchwood Capital Management
New York
| USD 433 M | -USD 92.2 M | 7 | 7.94% | Reducidas |
|
| 523 |
Maryland State Retirement & Pension System
Baltimore,
Maryland
| USD 433 M | +USD 1.03 M | 19 | 14.14% | Aumentadas |
|
| 524 |
Cannell & Co
New York
| USD 431 M | -USD 2.62 M | 7 | 12.9% | Reducidas |
|
| 525 |
Bridges Investment Management
Omaha,
Nebraska
| USD 430 M | -USD 82.9 M | 6 | 12.79% | Reducidas |
|