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 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 356 M | USD 0 | 1 | 7.14% | Mantenido |
|
| 527 |
Scharf Investments
Los Gatos,
California
| USD 354 M | -USD 11.3 M | 4 | 11.18% | Reducidas |
|
| 528 |
Advisors Asset Management
Monument,
Colorado
| USD 353 M | -USD 35.3 M | 20 | 7.1% | Reducidas |
|
| 529 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 352 M | -USD 2.99 M | 7 | 13.5% | Reducidas |
|
| 530 |
Lido Advisors
Los Angeles,
California
| USD 350 M | +USD 49.6 M | 13 | 3.41% | Aumentadas |
|
| 531 |
Capital International Inc
Los Angeles,
California
| USD 350 M | +USD 61.3 M | 8 | 7.04% | Aumentadas |
|
| 532 |
Glenview Capital Management
New York
| USD 350 M | +USD 25.9 M | 4 | 7.68% | Aumentadas |
|
| 533 |
Argent Capital Management
St Louis,
Missouri
| USD 350 M | +USD 20.5 M | 5 | 12.11% | Aumentadas |
|
| 534 |
TPG GP A
Fort Worth,
Texas
| USD 349 M | -USD 26.4 M | 2 | 5.69% | Reducidas |
|
| 535 |
Meitav Investment House
Bene-Beraq,
Israel
| USD 347 M | -USD 9.8 M | 9 | 5.99% | Reducidas |
|
| 536 |
Country Trust Bank
Bloomington,
Illinois
| USD 346 M | +USD 13.1 M | 8 | 9.83% | Aumentadas |
|
| 537 |
Norinchukin Bank
Tokyo,
Japan
| USD 343 M | +USD 7.66 M | 10 | 6.76% | Aumentadas |
|
| 538 |
WorldQuant Millennium Advisors
New York
| USD 342 M | +USD 69 M | 6 | 6.33% | Aumentadas |
|
| 539 |
TownSquare Capital
Provo,
Utah
| USD 342 M | +USD 25.2 M | 12 | 7.52% | Aumentadas |
|
| 540 |
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| USD 341 M | +USD 177 M | 1 | 6.79% | Aumentadas |
|
| 541 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 339 M | -USD 39.6 M | 6 | 16.12% | Reducidas |
|
| 542 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 339 M | -USD 37.3 M | 5 | 9.47% | Reducidas |
|
| 543 |
Silvant Capital Management
Atlanta,
Georgia
| USD 338 M | -USD 37.1 M | 7 | 22% | Reducidas |
|
| 544 |
Stonegate Investment Group
Birmingham,
Alabama
| USD 337 M | +USD 19.3 M | 9 | 12.66% | Aumentadas |
|
| 545 |
Atreides Management
Boston,
Massachusetts
| USD 337 M | +USD 188 M | 3 | 10.32% | Aumentadas |
|
| 546 |
Focused Investors
Los Angeles,
California
| USD 337 M | -USD 16.2 M | 2 | 11.6% | Reducidas |
|
| 547 |
Canoe Financial
Calgary,
Alberta, Canada
| USD 335 M | +USD 303 M | 3 | 4.69% | Nuevas |
|
| 548 |
Munro Partners
Melbourne,
Australia
| USD 334 M | +USD 60.3 M | 3 | 16.34% | Aumentadas |
|
| 549 |
Bridgewater Associates
Westport,
Connecticut
| USD 333 M | +USD 183 M | 8 | 2.03% | Aumentadas |
|
| 550 |
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| USD 332 M | +USD 17.9 M | 14 | 7.08% | Aumentadas |
|