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 |
Cannell & Co
New York
| USD 331 M | +USD 6.47 M | 6 | 12.7% | Aumentadas |
|
| 502 |
Wealthfront Advisers
Palo Alto,
California
| USD 331 M | -USD 30.5 M | 15 | 1.76% | Reducidas |
|
| 503 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 330 M | +USD 5.33 M | 7 | 24.44% | Aumentadas |
|
| 504 |
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 328 M | +USD 79 M | 7 | 19.95% | Aumentadas |
|
| 505 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 328 M | USD 0 | 3 | 12.41% | Mantenido |
|
| 506 |
Colony Group
Boston,
Massachusetts
| USD 327 M | +USD 2.61 M | 10 | 5.76% | Aumentadas |
|
| 507 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| USD 326 M | +USD 44.8 M | 33 | 2.59% | Aumentadas |
|
| 508 |
Consulta
London,
United Kingdom
| USD 325 M | -USD 14.1 M | 3 | 32.45% | Reducidas |
|
| 509 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 325 M | -USD 2.7 M | 5 | 7.43% | Reducidas |
|
| 510 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 324 M | +USD 1.21 M | 7 | 13.89% | Aumentadas |
|
| 511 |
Abeille Asset Management
France
| USD 320 M | -USD 41.3 M | 4 | 12.43% | Reducidas |
|
| 512 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 319 M | +USD 17.7 M | 10 | 13.53% | Aumentadas |
|
| 513 |
Perfromance Wealth Partners
Hinsdale,
Illinois
| USD 319 M | -USD 2.32 M | 6 | 18.47% | Reducidas |
|
| 514 |
Banco Santander
Madrid,
Spain
| USD 319 M | -USD 59.5 M | 9 | 4.25% | Reducidas |
|
| 515 |
Deccan Value Investors
Greenwich,
Connecticut
| USD 318 M | -USD 131 M | 2 | 39.84% | Reducidas |
|
| 516 |
D.A. Davidson & Co
Great Falls,
Montana
| USD 318 M | -USD 1.28 M | 12 | 4.17% | Reducidas |
|
| 517 |
Achmea Investment Management
Zeist,
Netherlands
| USD 317 M | -USD 35.5 M | 14 | 11.21% | Reducidas |
|
| 518 |
Bain Capital Public Equity Management II
Boston,
Massachusetts
| USD 317 M | +USD 93 M | 5 | 16.8% | Aumentadas |
|
| 519 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 311 M | -USD 294 M | 5 | 9.27% | Reducidas |
|
| 520 |
Elo Mutual Pension Insurance
Espoo,
Finland
| USD 311 M | -USD 18.1 M | 13 | 11.74% | Reducidas |
|
| 521 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 310 M | -USD 22.3 M | 2 | 7.1% | Reducidas |
|
| 522 |
Capital International Inc
Los Angeles,
California
| USD 309 M | -USD 248 M | 7 | 6.91% | Reducidas |
|
| 523 |
Crestwood Advisors Group
Boston,
Massachusetts
| USD 306 M | +USD 3.09 M | 7 | 10.86% | Aumentadas |
|
| 524 |
Sculptor Capital
New York
| USD 305 M | -USD 187 M | 6 | 3.8% | Reducidas |
|
| 525 |
Argent Capital Management
St Louis,
Missouri
| USD 301 M | +USD 52 M | 5 | 11.8% | Aumentadas |
|