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 |
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| USD 579 M | -USD 4.54 M | 15 | 8.25% | Reducidas |
|
| 502 |
Perfromance Wealth Partners
Hinsdale,
Illinois
| USD 577 M | +USD 8.44 M | 7 | 19.86% | Aumentadas |
|
| 503 |
Gabelli Funds
Rye,
New York
| USD 574 M | -USD 25.6 M | 12 | 4.14% | Reducidas |
|
| 504 |
UMB Bank
Kansas City,
Missouri
| USD 573 M | -USD 10.2 M | 18 | 8.92% | Reducidas |
|
| 505 |
Antipodes Partners
Royal Exchange,
Australia
| USD 568 M | -USD 65.7 M | 5 | 19.69% | Reducidas |
|
| 506 |
Nomura Holdings
Tokyo,
Japan
| USD 565 M | +USD 95.7 M | 14 | 1.3% | Aumentadas |
|
| 507 |
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 565 M | -USD 393 k | 6 | 17.57% | Reducidas |
|
| 508 |
Hyperion Asset Management
Brisbane,
Australia
| USD 565 M | -USD 1.2 M | 3 | 21.68% | Reducidas |
|
| 509 |
Argent Capital Management
St Louis,
Missouri
| USD 564 M | -USD 10.1 M | 6 | 15.61% | Reducidas |
|
| 510 |
CAM
Contour Asset Management
New York
| USD 559 M | -USD 251 M | 6 | 18.46% | Reducidas |
|
| 511 |
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| USD 557 M | -USD 6.7 M | 4 | 22.25% | Reducidas |
|
| 512 |
Beacon Pointe Advisors
Newport Beach,
California
| USD 555 M | -USD 15.5 M | 14 | 6.4% | Reducidas |
|
| 513 |
Shelton Capital Management
Denver,
Colorado
| USD 552 M | +USD 10.2 M | 12 | 14.18% | Aumentadas |
|
| 514 |
Dorsal Capital Management
Redwood City,
California
| USD 551 M | -USD 19.4 M | 2 | 17.08% | Reducidas |
|
| 515 |
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| USD 546 M | +USD 85.7 M | 14 | 12.19% | Aumentadas |
|
| 516 |
DF Dent & Co
Baltimore,
Maryland
| USD 544 M | -USD 5.68 M | 6 | 6.62% | Reducidas |
|
| 517 |
TA
Trivest Advisors
Hong Kong
| USD 543 M | -USD 148 M | 6 | 30.83% | Reducidas |
|
| 518 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| USD 542 M | +USD 46.4 M | 9 | 3.71% | Aumentadas |
|
| 519 |
Sapient Capital
Indianapolis,
Indiana
| USD 541 M | +USD 4.79 M | 8 | 10.87% | Aumentadas |
|
| 520 |
Findlay Park Partners
London,
United Kingdom
| USD 540 M | -USD 233 M | 2 | 5.09% | Reducidas |
|
| 521 |
Crossmark Global Holdings
Houston,
Texas
| USD 538 M | -USD 6.75 M | 16 | 9.6% | Reducidas |
|
| 522 |
Voloridge Investment Management
Jupiter,
Florida
| USD 531 M | -USD 10.2 M | 13 | 1.93% | Reducidas |
|
| 523 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 529 M | -USD 30.9 M | 3 | 18.4% | Reducidas |
|
| 524 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 528 M | -USD 12.6 M | 7 | 15.47% | Reducidas |
|
| 525 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 527 M | -USD 47.3 M | 3 | 18.46% | Reducidas |
|