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 |
SpiderRock Advisors
Wilimington,
Delaware
| USD 552 M | +USD 95.4 M | 11 | 11.09% | Aumentadas |
|
| 527 |
Crossmark Global Holdings
Houston,
Texas
| USD 551 M | +USD 26 M | 18 | 10.53% | Aumentadas |
|
| 528 |
Munro Partners
Melbourne,
Australia
| USD 543 M | -USD 3.15 M | 3 | 20.12% | Reducidas |
|
| 529 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 543 M | -USD 112 M | 18 | 9.07% | Reducidas |
|
| 530 |
Voloridge Investment Management
Jupiter,
Florida
| USD 542 M | -USD 397 M | 14 | 2.01% | Reducidas |
|
| 531 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 541 M | -USD 3.89 M | 9 | 11.09% | Reducidas |
|
| 532 |
Badgley Phelps Wealth Managers
Seattle,
Washington
| USD 533 M | +USD 738 k | 6 | 13.19% | Aumentadas |
|
| 533 |
Capital Advisors Inc
Tulsa,
Oklahoma
| USD 533 M | +USD 13.2 M | 7 | 11% | Aumentadas |
|
| 534 |
Fullerton Fund Management
Singapore
| USD 532 M | +USD 11.3 M | 5 | 23.87% | Aumentadas |
|
| 535 |
WhitTier Trust Company
Reno,
Nevada
| USD 531 M | +USD 6.8 M | 18 | 14.77% | Aumentadas |
|
| 536 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 529 M | USD 0 | 1 | 8.74% | Mantenido |
|
| 537 |
Penserra Capital Management
Orinda,
California
| USD 526 M | +USD 41.7 M | 24 | 6.66% | Aumentadas |
|
| 538 |
Atria Wealth Solutions
New York
| USD 526 M | -USD 9.8 M | 19 | 5.8% | Reducidas |
|
| 539 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 518 M | -USD 8.8 M | 5 | 7.04% | Reducidas |
|
| 540 |
Chilton Investment Company
Stamford,
Connecticut
| USD 513 M | +USD 2.83 M | 6 | 14.46% | Aumentadas |
|
| 541 |
Pinnacle Associates
New York
| USD 512 M | -USD 5.59 M | 11 | 8.01% | Reducidas |
|
| 542 |
Madison Asset Management
Madison,
Wisconsin
| USD 510 M | -USD 19.6 M | 8 | 6.31% | Reducidas |
|
| 543 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| USD 509 M | +USD 17.4 M | 7 | 3.74% | Aumentadas |
|
| 544 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 508 M | +USD 9.7 M | 3 | 15.82% | Aumentadas |
|
| 545 |
Wolverine Trading
Chicago,
Illinois
| USD 508 M | -USD 1552 M | 19 | 0.53% | Reducidas |
|
| 546 |
EQF
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
| USD 508 M | +USD 410 M | 3 | 20.94% | Aumentadas |
|
| 547 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| USD 506 M | +USD 34.5 M | 15 | 9.49% | Aumentadas |
|
| 548 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 503 M | -USD 2.79 M | 4 | 17.17% | Reducidas |
|
| 549 |
Coldstream Capital Management
Bellevue,
Washington
| USD 502 M | +USD 35.4 M | 12 | 12.23% | Aumentadas |
|
| 550 |
R.M. Davis Inc
Portland,
Maine
| USD 500 M | +USD 2.5 M | 7 | 10.16% | Aumentadas |
|