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 |
Ruane, Cunniff & Goldfarb
New York
| USD 575 M | -USD 15.1 M | 3 | 10.44% | Reducidas |
|
| 502 |
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 575 M | +USD 29.2 M | 10 | 6.94% | Aumentadas |
|
| 503 |
Oppenheimer & Co
New York
| USD 574 M | -USD 1.82 M | 18 | 8.67% | Reducidas |
|
| 504 |
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| USD 572 M | -USD 14.9 M | 11 | 8.49% | Reducidas |
|
| 505 |
Antipodes Partners
Royal Exchange,
Australia
| USD 569 M | +USD 25.5 M | 6 | 17.83% | Aumentadas |
|
| 506 |
Burgundy Asset Management
Toronto,
Ontario, Canada
| USD 568 M | -USD 158 M | 4 | 5.89% | Reducidas |
|
| 507 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 567 M | +USD 1.32 M | 15 | 11.29% | Aumentadas |
|
| 508 |
Third Point
New York
| USD 565 M | -USD 355 M | 2 | 8.63% | Reducidas |
|
| 509 |
National Philanthropic Trust
Jenkintown,
Pennsylvania
| USD 565 M | +USD 135 M | 6 | 9.13% | Aumentadas |
|
| 510 |
Advisors Capital Management
Ridgewood,
New Jersey
| USD 560 M | -USD 16.6 M | 8 | 8.66% | Reducidas |
|
| 511 |
&Partners
Nashville,
Tennessee
| USD 558 M | +USD 62.4 M | 17 | 5.93% | Aumentadas |
|
| 512 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 557 M | -USD 43.7 M | 26 | 8.65% | Reducidas |
|
| 513 |
Vident Advisory
Alpharetta,
Georgia
| USD 552 M | +USD 128 M | 23 | 8.06% | Aumentadas |
|
| 514 |
Cercano Management
Bellevue,
Washington
| USD 549 M | -USD 115 M | 4 | 16.14% | Reducidas |
|
| 515 |
NewEdge Wealth
Pittsburgh,
Pennsylvania
| USD 548 M | +USD 38.2 M | 13 | 9.92% | Aumentadas |
|
| 516 |
Perfromance Wealth Partners
Hinsdale,
Illinois
| USD 544 M | +USD 5.29 M | 7 | 19.43% | Aumentadas |
|
| 517 |
First Foundation Advisors
Irvine,
California
| USD 540 M | -USD 17.6 M | 6 | 21.98% | Reducidas |
|
| 518 |
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| USD 539 M | -USD 8.97 M | 14 | 7.84% | Reducidas |
|
| 519 |
Mizuho Securities USA
New York
| USD 539 M | -USD 110 M | 9 | 11.63% | Reducidas |
|
| 520 |
Beck Mack & Oliver
New York
| USD 537 M | -USD 13.6 M | 6 | 10.73% | Reducidas |
|
| 521 |
Douglas Lane & Associates
New York
| USD 536 M | -USD 13.7 M | 9 | 7.89% | Reducidas |
|
| 522 |
Beacon Pointe Advisors
Newport Beach,
California
| USD 534 M | +USD 23 M | 14 | 6% | Aumentadas |
|
| 523 |
Dorsal Capital Management
Redwood City,
California
| USD 531 M | -USD 168 k | 3 | 16.22% | Reducidas |
|
| 524 |
Marsico Capital Management
Denver,
Colorado
| USD 529 M | -USD 100 M | 3 | 18.15% | Reducidas |
|
| 525 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 528 M | -USD 11.5 M | 8 | 12.89% | Reducidas |
|