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 |
Ninety One North America
New York
| USD 287 M | -USD 72.3 M | 5 | 29.86% | Reducidas |
|
| 527 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
| USD 286 M | +USD 41.9 M | 9 | 9.14% | Aumentadas |
|
| 528 |
Steward Partners Investment Advisory
New York
| USD 285 M | +USD 15.3 M | 24 | 8.13% | Aumentadas |
|
| 529 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 283 M | -USD 7.07 M | 4 | 2.88% | Reducidas |
|
| 530 |
American National Insurance
Galveston,
Texas
| USD 283 M | +USD 498 k | 7 | 14.63% | Aumentadas |
|
| 531 |
Washington Trust
Westerly,
Rhode Island
| USD 283 M | -USD 10.5 M | 15 | 11.74% | Reducidas |
|
| 532 |
Crossmark Global Holdings
Houston,
Texas
| USD 282 M | +USD 5.96 M | 14 | 8.23% | Aumentadas |
|
| 533 |
IFM Investors
Melbourne,
Australia
| USD 281 M | -USD 95.7 M | 12 | 14.47% | Reducidas |
|
| 534 |
BOK Financial
Tulsa,
Oklahoma
| USD 281 M | +USD 17.7 M | 9 | 6.61% | Aumentadas |
|
| 535 |
Confluence Investment Management
St. Louis,
Missouri
| USD 280 M | +USD 15.2 M | 7 | 4.68% | Aumentadas |
|
| 536 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 279 M | -USD 63 M | 7 | 6.64% | Reducidas |
|
| 537 |
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
| USD 278 M | -USD 16.6 M | 6 | 4.01% | Reducidas |
|
| 538 |
Wafra Inc
New York
| USD 276 M | -USD 12.7 M | 5 | 17.49% | Reducidas |
|
| 539 |
Durable Capital Partners
Bethesda,
Maryland
| USD 276 M | +USD 113 M | 1 | 3.44% | Aumentadas |
|
| 540 |
UMB Bank
Kansas City,
Missouri
| USD 275 M | -USD 3.14 M | 7 | 8.52% | Reducidas |
|
| 541 |
Suvretta Capital Management
New York
| USD 274 M | -USD 141 M | 1 | 5.88% | Reducidas |
|
| 542 |
Zacks Investment Management
Chicago,
Illinois
| USD 273 M | -USD 4.58 M | 6 | 6.01% | Reducidas |
|
| 543 |
RA
Rovida Advisors
Fort Lauderdale,
Florida
| USD 269 M | +USD 239 M | 4 | 25.91% | Aumentadas |
|
| 544 |
Alyeska Investment Group
Chicago,
Illinois
| USD 269 M | -USD 190 M | 6 | 4.08% | Reducidas |
|
| 545 |
NAYA Capital Management (UK)
London,
United Kingdom
| USD 267 M | -USD 105 M | 1 | 23.16% | Reducidas |
|
| 546 |
Kovitz Investment Group Partners
Chicago,
Illinois
| USD 265 M | -USD 7.33 M | 9 | 8.19% | Reducidas |
|
| 547 |
La Financiere de L'Echiquier
Paris,
France
| USD 263 M | -USD 27.9 M | 7 | 20.85% | Reducidas |
|
| 548 |
HS Management Partners
New York
| USD 262 M | -USD 11.3 M | 2 | 9.76% | Reducidas |
|
| 549 |
AKO Capital
London,
United Kingdom
| USD 262 M | +USD 36.9 M | 1 | 4.57% | Aumentadas |
|
| 550 |
Amalgamated Bank
New York
| USD 260 M | -USD 352 M | 20 | 12.03% | Reducidas |
|