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 | |
|---|---|---|---|---|---|---|---|
| 526 |
Advisor Group
Phoenix,
Arizona
| USD 203 M | -USD 468 k | 23 | 2.79% | Reducidas |
|
| 527 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 203 M | -USD 12.4 M | 7 | 10.09% | Reducidas |
|
| 528 |
Morningstar Investment Services
Chicago,
Illinois
| USD 202 M | +USD 17.4 M | 5 | 3.93% | Aumentadas |
|
| 529 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 202 M | +USD 15.8 M | 7 | 10% | Aumentadas |
|
| 530 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| USD 201 M | +USD 51.4 M | 4 | 3.03% | Aumentadas |
|
| 531 |
Mizuho Securities USA
New York
| USD 200 M | +USD 192 M | 4 | 12.49% | Aumentadas |
|
| 532 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 200 M | +USD 1.33 M | 2 | 6.03% | Aumentadas |
|
| 533 |
Whittier Trust
South Pasadena,
California
| USD 200 M | +USD 2.36 M | 15 | 6.71% | Aumentadas |
|
| 534 |
CI Global Investments
Oakland,
California
| USD 199 M | -USD 325 M | 3 | 3.43% | Reducidas |
|
| 535 |
Newport Asia
San Francisco,
California
| USD 199 M | -USD 4.8 M | 1 | 30.8% | Reducidas |
|
| 536 |
NWQ Investment Management Company
Los Angeles,
California
| USD 199 M | -USD 2.43 M | 3 | 3.21% | Reducidas |
|
| 537 |
Great Lakes Advisors
Chicago,
Illinois
| USD 197 M | -USD 42.4 M | 9 | 4.7% | Reducidas |
|
| 538 |
RA
Rovida Advisors
Fort Lauderdale,
Florida
| USD 197 M | +USD 29.6 M | 2 | 18.46% | Aumentadas |
|
| 539 |
Walleye Trading
New York
| USD 196 M | +USD 78.5 M | 16 | 1.13% | Aumentadas |
|
| 540 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| USD 196 M | -USD 424 k | 5 | 28.1% | Reducidas |
|
| 541 |
DF Dent & Co
Baltimore,
Maryland
| USD 194 M | +USD 10.5 M | 5 | 4.5% | Aumentadas |
|
| 542 |
QS Investors
New York
| USD 194 M | +USD 3.93 M | 15 | 1.99% | Aumentadas |
|
| 543 |
Frontier Capital Management
Boston,
Massachusetts
| USD 194 M | +USD 8.74 M | 4 | 1.41% | Aumentadas |
|
| 544 |
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| USD 193 M | +USD 31.2 M | 4 | 3.16% | Aumentadas |
|
| 545 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 193 M | -USD 42 M | 5 | 8.43% | Reducidas |
|
| 546 |
TIAA FSB
Jacksonville,
Florida
| USD 192 M | -USD 8.01 M | 8 | 1.1% | Reducidas |
|
| 547 |
Castleark Management
Chicago,
Illinois
| USD 191 M | -USD 22.5 M | 9 | 6.06% | Reducidas |
|
| 548 |
Confluence Investment Management
St. Louis,
Missouri
| USD 191 M | +USD 28.6 M | 4 | 3.53% | Aumentadas |
|
| 549 |
Trilogy Global Advisors
Winter Park,
Florida
| USD 191 M | -USD 86.9 M | 1 | 17.6% | Reducidas |
|
| 550 |
D.A. Davidson & Co
Great Falls,
Montana
| USD 190 M | +USD 2.28 M | 13 | 3.93% | Aumentadas |
|