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 |
UMB Bank
Kansas City,
Missouri
| USD 607 M | -USD 31.6 M | 21 | 9.95% | Reducidas |
|
| 502 |
Maverick Capital
Dallas,
Texas
| USD 605 M | +USD 219 M | 11 | 11.48% | Aumentadas |
|
| 503 |
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| USD 605 M | +USD 15.6 M | 15 | 9.19% | Aumentadas |
|
| 504 |
Antipodes Partners
Royal Exchange,
Australia
| USD 603 M | -USD 36.3 M | 5 | 21.9% | Reducidas |
|
| 505 |
Tidal Investments
Milwaukee,
Wisconsin
| USD 602 M | +USD 101 M | 21 | 8.08% | Aumentadas |
|
| 506 |
Maryland State Retirement & Pension System
Baltimore,
Maryland
| USD 601 M | +USD 1.16 M | 20 | 11.07% | Aumentadas |
|
| 507 |
Argent Capital Management
St Louis,
Missouri
| USD 597 M | -USD 6.22 M | 5 | 17.54% | Reducidas |
|
| 508 |
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| USD 595 M | +USD 173 k | 4 | 25.1% | Aumentadas |
|
| 509 |
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 594 M | -USD 35.3 M | 6 | 19.26% | Reducidas |
|
| 510 |
Dorsal Capital Management
Redwood City,
California
| USD 591 M | -USD 168 M | 2 | 20.36% | Reducidas |
|
| 511 |
Perfromance Wealth Partners
Hinsdale,
Illinois
| USD 591 M | +USD 39.8 M | 6 | 21.79% | Aumentadas |
|
| 512 |
Hyperion Asset Management
Brisbane,
Australia
| USD 590 M | -USD 37.8 M | 3 | 24.36% | Reducidas |
|
| 513 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 590 M | -USD 116 M | 3 | 20.1% | Reducidas |
|
| 514 |
Advisors Capital Management
Ridgewood,
New Jersey
| USD 589 M | +USD 6.45 M | 8 | 10.27% | Aumentadas |
|
| 515 |
Ethic Inc
New York
| USD 588 M | +USD 27 M | 20 | 13.79% | Aumentadas |
|
| 516 |
Mizuho Securities USA
New York
| USD 584 M | +USD 543 M | 10 | 12.92% | Aumentadas |
|
| 517 |
DF Dent & Co
Baltimore,
Maryland
| USD 582 M | -USD 28.9 M | 6 | 7.52% | Reducidas |
|
| 518 |
Beacon Pointe Advisors
Newport Beach,
California
| USD 581 M | -USD 28.3 M | 15 | 6.87% | Reducidas |
|
| 519 |
MPM
MBB Public Markets
Chicago,
Illinois
| USD 581 M | +USD 500 M | 14 | 11.74% | Aumentadas |
|
| 520 |
Mirova US
Boston,
Massachusetts
| USD 576 M | +USD 10.6 M | 1 | 7.17% | Aumentadas |
|
| 521 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 567 M | -USD 44 M | 6 | 16.9% | Reducidas |
|
| 522 |
Sapient Capital
Indianapolis,
Indiana
| USD 566 M | +USD 27.7 M | 7 | 11.79% | Aumentadas |
|
| 523 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 566 M | -USD 4.64 M | 9 | 16.39% | Reducidas |
|
| 524 |
London Company of Virginia
Richmond,
Virginia
| USD 566 M | -USD 29.1 M | 3 | 3.18% | Reducidas |
|
| 525 |
Shelton Capital Management
Denver,
Colorado
| USD 560 M | +USD 1.53 M | 12 | 15.21% | Aumentadas |
|