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 |
Moore Capital Management
New York
| USD 577 M | +USD 180 M | 5 | 9.21% | Aumentadas |
|
| 502 |
Oppenheimer Asset Management
New York
| USD 576 M | -USD 93.4 M | 14 | 8.44% | Reducidas |
|
| 503 |
Douglas Lane & Associates
New York
| USD 575 M | -USD 18.7 M | 9 | 8.13% | Reducidas |
|
| 504 |
Connectus Wealth
Cincinnati,
Ohio
| USD 575 M | -USD 124 M | 7 | 15.74% | Reducidas |
|
| 505 |
D.A. Davidson & Co
Great Falls,
Montana
| USD 573 M | +USD 6.55 M | 12 | 5.17% | Aumentadas |
|
| 506 |
Oppenheimer & Co
New York
| USD 573 M | -USD 2.21 M | 18 | 9.51% | Reducidas |
|
| 507 |
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 572 M | -USD 12.5 M | 6 | 18.66% | Reducidas |
|
| 508 |
Beacon Pointe Advisors
Newport Beach,
California
| USD 564 M | -USD 3.89 M | 16 | 6.28% | Reducidas |
|
| 509 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 564 M | +USD 1.87 M | 5 | 9.31% | Aumentadas |
|
| 510 |
DF Dent & Co
Baltimore,
Maryland
| USD 550 M | +USD 15.5 M | 6 | 6.72% | Aumentadas |
|
| 511 |
Argent Capital Management
St Louis,
Missouri
| USD 550 M | -USD 9.25 M | 5 | 16.02% | Reducidas |
|
| 512 |
Gabelli Funds
Rye,
New York
| USD 550 M | -USD 30 M | 12 | 4.05% | Reducidas |
|
| 513 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 548 M | +USD 31.6 M | 7 | 15.83% | Aumentadas |
|
| 514 |
Maryland State Retirement & Pension System
Baltimore,
Maryland
| USD 544 M | +USD 3.11 M | 18 | 10.83% | Aumentadas |
|
| 515 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 541 M | -USD 102 M | 3 | 19.71% | Reducidas |
|
| 516 |
London Company of Virginia
Richmond,
Virginia
| USD 540 M | -USD 86 M | 3 | 2.85% | Reducidas |
|
| 517 |
Advisors Capital Management
Ridgewood,
New Jersey
| USD 538 M | +USD 34.7 M | 8 | 9.85% | Aumentadas |
|
| 518 |
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| USD 538 M | -USD 11.8 M | 4 | 24.1% | Reducidas |
|
| 519 |
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| USD 537 M | +USD 15.6 M | 15 | 8.2% | Aumentadas |
|
| 520 |
Mirova US
Boston,
Massachusetts
| USD 532 M | -USD 9.01 M | 1 | 7.15% | Reducidas |
|
| 521 |
Harvard Management Company
Boston,
Massachusetts
| USD 524 M | +USD 107 M | 1 | 32.93% | Aumentadas |
|
| 522 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 520 M | -USD 26.6 M | 9 | 15.55% | Reducidas |
|
| 523 |
Ethic Inc
New York
| USD 512 M | +USD 46.7 M | 17 | 12.92% | Aumentadas |
|
| 524 |
Shelton Capital Management
Denver,
Colorado
| USD 508 M | +USD 20.7 M | 12 | 14.43% | Aumentadas |
|
| 525 |
Munro Partners
Melbourne,
Australia
| USD 504 M | -USD 2.56 M | 3 | 18.06% | Reducidas |
|