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 |
CM
Conifer Management
New York
| USD 427 M | +USD 72.8 M | 2 | 29.5% | Aumentadas |
|
| 527 |
Moody National Bank Trust Division
Galveston,
Texas
| USD 425 M | -USD 150 k | 9 | 6.22% | Reducidas |
|
| 528 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 424 M | +USD 26.2 M | 11 | 1.03% | Aumentadas |
|
| 529 |
Martingale Asset Management
Boston,
Massachusetts
| USD 424 M | -USD 120 M | 9 | 5.54% | Reducidas |
|
| 530 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 419 M | USD 0 | 4 | 16.57% | Mantenido |
|
| 531 |
Waverton Investment Management
London,
United Kingdom
| USD 414 M | -USD 14.2 M | 3 | 16.33% | Reducidas |
|
| 532 |
D.A. Davidson & Co
Great Falls,
Montana
| USD 408 M | +USD 4.26 M | 14 | 4.74% | Aumentadas |
|
| 533 |
Country Trust Bank
Bloomington,
Illinois
| USD 408 M | -USD 44.2 M | 14 | 11.95% | Reducidas |
|
| 534 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 406 M | -USD 1.41 M | 7 | 16.08% | Reducidas |
|
| 535 |
AE Wealth Management
Topeka,
Kansas
| USD 406 M | +USD 22.2 M | 23 | 3.34% | Aumentadas |
|
| 536 |
SQN Investors
Menlo Park,
California
| USD 403 M | -USD 36.9 M | 3 | 21.53% | Reducidas |
|
| 537 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 403 M | -USD 386 k | 10 | 6.18% | Reducidas |
|
| 538 |
Bridges Investment Management
Omaha,
Nebraska
| USD 399 M | -USD 46.2 M | 6 | 12.55% | Reducidas |
|
| 539 |
Crestwood Advisors Group
Boston,
Massachusetts
| USD 399 M | -USD 3.82 M | 7 | 11.3% | Reducidas |
|
| 540 |
Elo Mutual Pension Insurance
Espoo,
Finland
| USD 397 M | +USD 7.74 M | 13 | 12.77% | Aumentadas |
|
| 541 |
American National Insurance
Galveston,
Texas
| USD 397 M | -USD 331 k | 9 | 14.93% | Reducidas |
|
| 542 |
Causeway Capital Management
Los Angeles,
California
| USD 396 M | -USD 99.4 M | 3 | 8.92% | Reducidas |
|
| 543 |
Abrams Capital Management
Boston,
Massachusetts
| USD 392 M | USD 0 | 1 | 8.54% | Mantenido |
|
| 544 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 391 M | +USD 3.59 M | 3 | 10.07% | Aumentadas |
|
| 545 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 390 M | -USD 71.4 M | 4 | 2.95% | Reducidas |
|
| 546 |
Crossmark Global Holdings
Houston,
Texas
| USD 389 M | +USD 533 k | 15 | 9.11% | Aumentadas |
|
| 547 |
Argent Capital Management
St Louis,
Missouri
| USD 389 M | +USD 97.5 M | 6 | 12.3% | Aumentadas |
|
| 548 |
R.M. Davis Inc
Portland,
Maine
| USD 388 M | -USD 123 k | 7 | 9.62% | Reducidas |
|
| 549 |
Wealthfront Advisers
Palo Alto,
California
| USD 388 M | +USD 23.6 M | 16 | 1.8% | Aumentadas |
|
| 550 |
H&H International Investment
Palo Alto,
California
| USD 387 M | +USD 232 M | 2 | 4.99% | Aumentadas |
|