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 |
Voleon Capital Management
Berkeley,
California
| USD 213 M | -USD 22.4 M | 5 | 34.27% | Reducidas |
|
| 527 |
Great Lakes Advisors
Chicago,
Illinois
| USD 211 M | -USD 23.5 M | 8 | 4.7% | Reducidas |
|
| 528 |
Driehaus Capital Management
Chicago,
Illinois
| USD 211 M | +USD 25 M | 9 | 7.92% | Aumentadas |
|
| 529 |
Confluence Investment Management
St. Louis,
Missouri
| USD 209 M | -USD 10.7 M | 7 | 3.53% | Reducidas |
|
| 530 |
Brighton Jones LLC
Seattle,
Washington
| USD 209 M | -USD 1.14 M | 9 | 25.25% | Reducidas |
|
| 531 |
SC
SRB Corp
Boston,
Massachusetts
| USD 208 M | +USD 279 k | 3 | 19.61% | Aumentadas |
|
| 532 |
MUFG Americas
New York
| USD 208 M | -USD 12.2 M | 13 | 5.98% | Reducidas |
|
| 533 |
Moody National Bank Trust Division
Galveston,
Texas
| USD 208 M | +USD 950 k | 12 | 5.71% | Aumentadas |
|
| 534 |
American National Insurance
Galveston,
Texas
| USD 206 M | USD 0 | 7 | 10.84% | Mantenido |
|
| 535 |
Hexavest
Montreal,
Quebec, Canada
| USD 206 M | -USD 30.1 M | 3 | 2.61% | Reducidas |
|
| 536 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| USD 206 M | +USD 9.7 M | 11 | 10.67% | Aumentadas |
|
| 537 |
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| USD 206 M | -USD 783 k | 11 | 7.88% | Reducidas |
|
| 538 |
Bartlett & Co
Cincinnati,
Ohio
| USD 206 M | -USD 783 k | 11 | 7.89% | Reducidas |
|
| 539 |
MML Investors Services
Springfield,
Massachusetts
| USD 206 M | +USD 12.4 M | 17 | 3.18% | Aumentadas |
|
| 540 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 205 M | -USD 34.8 M | 10 | 4.39% | Reducidas |
|
| 541 |
DCP
Darsana Capital Partners
New York
| USD 205 M | USD 0 | 1 | 7.69% | Mantenido |
|
| 542 |
Newport Asia
San Francisco,
California
| USD 205 M | -USD 3.35 M | 1 | 47.4% | Reducidas |
|
| 543 |
Bridges Investment Management
Omaha,
Nebraska
| USD 204 M | +USD 8.81 M | 8 | 8.33% | Aumentadas |
|
| 544 |
Allstate Corporation
Northbrook,
Illinois
| USD 203 M | +USD 13.2 M | 9 | 5.48% | Aumentadas |
|
| 545 |
Krane Funds Advisors
New York
| USD 203 M | +USD 11.1 M | 3 | 11.97% | Aumentadas |
|
| 546 |
Avalon Investment & Advisory
Houston,
Texas
| USD 202 M | -USD 448 k | 9 | 4.59% | Reducidas |
|
| 547 |
Inverness Counsel
New York
| USD 202 M | +USD 2.69 M | 5 | 10.99% | Aumentadas |
|
| 548 |
Clal Insurance
Tel-Aviv,
Israel
| USD 202 M | +USD 75.1 M | 3 | 4.94% | Aumentadas |
|
| 549 |
Cannell & Co
New York
| USD 202 M | +USD 2.2 M | 7 | 7.8% | Aumentadas |
|
| 550 |
Frontier Capital Management
Boston,
Massachusetts
| USD 200 M | -USD 16.7 M | 3 | 1.42% | Reducidas |
|