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 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 503 M | -USD 2.97 M | 9 | 6.15% | Reducidas |
|
| 502 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 495 M | -USD 2.68 M | 2 | 8.92% | Reducidas |
|
| 503 |
Waverton Investment Management
London,
United Kingdom
| USD 493 M | +USD 32.6 M | 4 | 15.65% | Aumentadas |
|
| 504 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 490 M | +USD 22.1 M | 4 | 7.43% | Aumentadas |
|
| 505 |
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 488 M | -USD 123 M | 3 | 11.51% | Reducidas |
|
| 506 |
Profund Advisors
Bethesda,
Maryland
| USD 488 M | -USD 37.6 M | 18 | 15.97% | Reducidas |
|
| 507 |
Cannell & Co
New York
| USD 487 M | -USD 8.6 M | 6 | 13.8% | Reducidas |
|
| 508 |
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 486 M | +USD 29.9 M | 1 | 5.41% | Aumentadas |
|
| 509 |
Oak Associates
Akron,
Ohio
| USD 484 M | -USD 13.1 M | 9 | 25.78% | Reducidas |
|
| 510 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 483 M | -USD 3.71 M | 7 | 27.41% | Reducidas |
|
| 511 |
Pendal Group
Sydney,
Australia
| USD 482 M | +USD 52.6 M | 7 | 3.86% | Aumentadas |
|
| 512 |
Perfromance Wealth Partners
Hinsdale,
Illinois
| USD 478 M | +USD 478 M | 6 | 19.3% | Nuevas |
|
| 513 |
Maryland State Retirement & Pension System
Baltimore,
Maryland
| USD 478 M | +USD 3.52 M | 21 | 12.5% | Aumentadas |
|
| 514 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 476 M | -USD 3.22 M | 8 | 14.61% | Reducidas |
|
| 515 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 474 M | -USD 1.85 M | 6 | 7.71% | Reducidas |
|
| 516 |
Cerity Partners
New York
| USD 474 M | +USD 82.9 M | 19 | 7.21% | Aumentadas |
|
| 517 |
Corvex Management
New York
| USD 472 M | -USD 51.1 M | 3 | 18.61% | Reducidas |
|
| 518 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 471 M | -USD 116 M | 4 | 12.74% | Reducidas |
|
| 519 |
Allstate Corporation
Northbrook,
Illinois
| USD 471 M | +USD 332 M | 14 | 9% | Aumentadas |
|
| 520 |
Elo Mutual Pension Insurance
Espoo,
Finland
| USD 468 M | +USD 34 M | 14 | 12.92% | Aumentadas |
|
| 521 |
Westwood Holdings Group
Dallas,
Texas
| USD 467 M | +USD 51.8 M | 8 | 4.19% | Aumentadas |
|
| 522 |
AKO Capital
London,
United Kingdom
| USD 465 M | -USD 161 M | 1 | 4.53% | Reducidas |
|
| 523 |
FDx Advisors
Chicago,
Illinois
| USD 465 M | +USD 55 M | 10 | 12.87% | Aumentadas |
|
| 524 |
AE Wealth Management
Topeka,
Kansas
| USD 464 M | +USD 22.6 M | 21 | 3.24% | Aumentadas |
|
| 525 |
Scharf Investments
Los Gatos,
California
| USD 462 M | -USD 28.1 M | 5 | 13.69% | Reducidas |
|