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 | |
|---|---|---|---|---|---|---|---|
| 551 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 225 M | -USD 10.6 M | 5 | 4.04% | Reducidas |
|
| 552 |
Weitz Investment Management
Omaha,
Nebraska
| USD 225 M | -USD 7.19 M | 5 | 8.82% | Reducidas |
|
| 553 |
World Asset Management
Detroit,
Michigan
| USD 225 M | -USD 1.04 M | 14 | 10.35% | Reducidas |
|
| 554 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 225 M | +USD 10.3 M | 9 | 1.09% | Aumentadas |
|
| 555 |
Veritas Investment Management
London,
United Kingdom
| USD 223 M | -USD 4.79 M | 4 | 17.09% | Reducidas |
|
| 556 |
Confluence Investment Management
St. Louis,
Missouri
| USD 223 M | +USD 1.12 M | 7 | 3.56% | Aumentadas |
|
| 557 |
BlueCrest Capital Management
St Helier,
Jersey
| USD 222 M | +USD 195 M | 5 | 14.34% | Aumentadas |
|
| 558 |
UMB Bank
Kansas City,
Missouri
| USD 221 M | +USD 427 k | 7 | 6.09% | Aumentadas |
|
| 559 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 219 M | -USD 16.4 M | 8 | 2.18% | Reducidas |
|
| 560 |
VM
Valinor Management
New York
| USD 219 M | -USD 68.5 M | 3 | 14.6% | Reducidas |
|
| 561 |
Castleark Management
Chicago,
Illinois
| USD 218 M | -USD 11.1 M | 8 | 8.71% | Reducidas |
|
| 562 |
Montag & Caldwell
Atlanta,
Georgia
| USD 217 M | -USD 7.41 M | 4 | 10.38% | Reducidas |
|
| 563 |
Inverness Counsel
New York
| USD 216 M | -USD 18.3 M | 5 | 10.22% | Reducidas |
|
| 564 |
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 215 M | +USD 4.33 M | 12 | 12.83% | Aumentadas |
|
| 565 |
Marshall Wace Asia
Central,
Hong Kong
| USD 215 M | -USD 50.8 M | 5 | 5.31% | Reducidas |
|
| 566 |
SC
Serenity Capital
Palo Alto,
California
| USD 214 M | USD 0 | 1 | 41.24% | Mantenido |
|
| 567 |
Pinnacle Associates
New York
| USD 214 M | -USD 243 k | 14 | 4.69% | Reducidas |
|
| 568 |
Harvest Fund Management
Beijing,
China
| USD 214 M | -USD 39.2 M | 8 | 22.12% | Reducidas |
|
| 569 |
Crossmark Global Holdings
Houston,
Texas
| USD 214 M | -USD 1.38 M | 14 | 5.87% | Reducidas |
|
| 570 |
Private Advisor Group
Morristown,
New Jersey
| USD 213 M | +USD 55.2 M | 13 | 3.31% | Aumentadas |
|
| 571 |
Walleye Trading
New York
| USD 212 M | +USD 164 M | 16 | 1.47% | Aumentadas |
|
| 572 |
TRG Investments
Richmond,
Virginia
| USD 211 M | USD 0 | 1 | 37.72% | Mantenido |
|
| 573 |
Kovitz Investment Group Partners
Chicago,
Illinois
| USD 211 M | +USD 4.69 M | 9 | 6.14% | Aumentadas |
|
| 574 |
Chilton Investment Company
Stamford,
Connecticut
| USD 210 M | +USD 10.2 M | 3 | 6.72% | Aumentadas |
|
| 575 |
Southpoint Capital Advisors
New York
| USD 209 M | +USD 40.2 M | 2 | 7.54% | Aumentadas |
|