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 348 M | -USD 979 k | 20 | 11.25% | Reducidas |
|
| 502 |
Scharf Investments
Los Gatos,
California
| USD 347 M | -USD 12.6 M | 5 | 11.84% | Reducidas |
|
| 503 |
D.A. Davidson & Co
Great Falls,
Montana
| USD 346 M | +USD 2.19 M | 13 | 4.34% | Aumentadas |
|
| 504 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 345 M | +USD 112 M | 3 | 12.5% | Aumentadas |
|
| 505 |
Dorsal Capital Management
Redwood City,
California
| USD 345 M | -USD 15 M | 2 | 22.45% | Reducidas |
|
| 506 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 345 M | +USD 25.2 M | 12 | 14.69% | Aumentadas |
|
| 507 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 344 M | +USD 32.5 M | 4 | 4.96% | Aumentadas |
|
| 508 |
Norinchukin Bank
Tokyo,
Japan
| USD 344 M | -USD 119 M | 10 | 6.72% | Reducidas |
|
| 509 |
Soros Fund Management
New York
| USD 343 M | +USD 89.5 M | 3 | 6.11% | Aumentadas |
|
| 510 |
Cetera Advisor Networks
El Segundo,
California
| USD 342 M | +USD 30.8 M | 22 | 4.38% | Aumentadas |
|
| 511 |
Consulta
London,
United Kingdom
| USD 341 M | -USD 37.5 M | 2 | 22.23% | Reducidas |
|
| 512 |
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| USD 338 M | +USD 775 k | 4 | 22.78% | Aumentadas |
|
| 513 |
Perfromance Wealth Partners
Hinsdale,
Illinois
| USD 336 M | -USD 3.58 M | 6 | 18.9% | Reducidas |
|
| 514 |
Crossmark Global Holdings
Houston,
Texas
| USD 333 M | -USD 11.9 M | 15 | 8.63% | Reducidas |
|
| 515 |
Homestead Advisers
Arlington,
Virginia
| USD 332 M | -USD 14.5 M | 3 | 9.4% | Reducidas |
|
| 516 |
Martin Currie
Edinburgh,
United Kingdom
| USD 332 M | +USD 8.72 M | 3 | 12.84% | Aumentadas |
|
| 517 |
Crestwood Advisors Group
Boston,
Massachusetts
| USD 331 M | +USD 8.44 M | 7 | 11.14% | Aumentadas |
|
| 518 |
SG Americas Securities
New York
| USD 330 M | -USD 489 M | 26 | 3.52% | Reducidas |
|
| 519 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 330 M | +USD 19.2 M | 1 | 3.12% | Aumentadas |
|
| 520 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 328 M | -USD 48.8 M | 6 | 5.26% | Reducidas |
|
| 521 |
Oak Associates
Akron,
Ohio
| USD 328 M | -USD 13.4 M | 9 | 25.66% | Reducidas |
|
| 522 |
Bridges Investment Management
Omaha,
Nebraska
| USD 328 M | +USD 10.5 M | 6 | 11.93% | Aumentadas |
|
| 523 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 327 M | +USD 49.5 M | 10 | 13.79% | Aumentadas |
|
| 524 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 325 M | +USD 17.6 M | 6 | 16.08% | Aumentadas |
|
| 525 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 323 M | -USD 12.9 M | 4 | 15.36% | Reducidas |
|