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 |
Maryland State Retirement & Pension System
Baltimore,
Maryland
| USD 452 M | +USD 2.05 M | 20 | 12.21% | Aumentadas |
|
| 502 |
Elo Mutual Pension Insurance
Espoo,
Finland
| USD 450 M | +USD 8.09 M | 13 | 13.04% | Aumentadas |
|
| 503 |
Antipodes Partners
Royal Exchange,
Australia
| USD 450 M | +USD 37.8 M | 3 | 15.94% | Aumentadas |
|
| 504 |
Cerity Partners
New York
| USD 449 M | +USD 6.54 M | 17 | 6.97% | Aumentadas |
|
| 505 |
Oak Associates
Akron,
Ohio
| USD 448 M | -USD 17.5 M | 9 | 27.36% | Reducidas |
|
| 506 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 446 M | +USD 3.16 M | 6 | 7.96% | Aumentadas |
|
| 507 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 445 M | -USD 3.71 M | 4 | 13.96% | Reducidas |
|
| 508 |
Cannell & Co
New York
| USD 444 M | -USD 15.9 M | 7 | 13.32% | Reducidas |
|
| 509 |
Wolverine Trading
Chicago,
Illinois
| USD 441 M | -USD 212 M | 25 | 0.57% | Reducidas |
|
| 510 |
Wealthfront Advisers
Palo Alto,
California
| USD 440 M | +USD 14.6 M | 16 | 1.93% | Aumentadas |
|
| 511 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 439 M | -USD 17.6 M | 2 | 8.41% | Reducidas |
|
| 512 |
Dragoneer Investment Group
San Francisco,
California
| USD 438 M | -USD 73.8 M | 2 | 5.59% | Reducidas |
|
| 513 |
Westwood Holdings Group
Dallas,
Texas
| USD 438 M | -USD 1.53 M | 8 | 4.04% | Reducidas |
|
| 514 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 437 M | -USD 787 k | 4 | 5.61% | Reducidas |
|
| 515 |
Pathstone Family Office
Englewood,
New Jersey
| USD 434 M | +USD 29.9 M | 16 | 10.12% | Aumentadas |
|
| 516 |
Center Lake Capital Management
West Palm Beach,
Florida
| USD 433 M | +USD 62.5 M | 6 | 80.57% | Aumentadas |
|
| 517 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 431 M | +USD 11.7 M | 4 | 17.15% | Aumentadas |
|
| 518 |
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 431 M | +USD 141 M | 1 | 5.18% | Aumentadas |
|
| 519 |
Crossmark Global Holdings
Houston,
Texas
| USD 430 M | +USD 12.4 M | 17 | 9.58% | Aumentadas |
|
| 520 |
Scharf Investments
Los Gatos,
California
| USD 429 M | +USD 562 k | 5 | 12.73% | Aumentadas |
|
| 521 |
D.A. Davidson & Co
Great Falls,
Montana
| USD 429 M | +USD 13.1 M | 15 | 4.67% | Aumentadas |
|
| 522 |
IA Venture Strategies Fund II
New York
| USD 428 M | USD 0 | 1 | 84.35% | Mantenido |
|
| 523 |
Mirova US
Boston,
Massachusetts
| USD 428 M | -USD 91.4 M | 1 | 8.22% | Reducidas |
|
| 524 |
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| USD 420 M | -USD 123 M | 20 | 6.87% | Reducidas |
|
| 525 |
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| USD 419 M | +USD 314 M | 3 | 23.66% | Aumentadas |
|