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 |
American National Insurance
Galveston,
Texas
| USD 219 M | USD 0 | 7 | 14.1% | Mantenido |
|
| 552 |
Kovitz Investment Group Partners
Chicago,
Illinois
| USD 218 M | +USD 31.5 M | 9 | 7.88% | Aumentadas |
|
| 553 |
La Financiere de L'Echiquier
Paris,
France
| USD 218 M | +USD 12.6 M | 6 | 26.23% | Aumentadas |
|
| 554 |
Shelton Capital Management
Denver,
Colorado
| USD 218 M | -USD 45.3 M | 10 | 15.8% | Reducidas |
|
| 555 |
Glenview Capital Management
New York
| USD 218 M | -USD 250 M | 3 | 5.92% | Reducidas |
|
| 556 |
Montag & Caldwell
Atlanta,
Georgia
| USD 217 M | +USD 10.1 M | 5 | 14.44% | Aumentadas |
|
| 557 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 217 M | +USD 41 M | 2 | 4.96% | Aumentadas |
|
| 558 |
Crossmark Global Holdings
Houston,
Texas
| USD 216 M | +USD 13.8 M | 13 | 7.74% | Aumentadas |
|
| 559 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 216 M | -USD 46 M | 6 | 14.97% | Reducidas |
|
| 560 |
Zacks Investment Management
Chicago,
Illinois
| USD 216 M | -USD 40.1 M | 5 | 5.29% | Reducidas |
|
| 561 |
UMB Bank
Kansas City,
Missouri
| USD 213 M | -USD 2.63 M | 7 | 7.64% | Reducidas |
|
| 562 |
PEAK6 Investments
Chicago,
Illinois
| USD 213 M | -USD 5.92 M | 12 | 1.24% | Reducidas |
|
| 563 |
RIM
Redpoint Investment Management
Sydney, NSW,
Australia
| USD 213 M | -USD 13.9 M | 11 | 13.3% | Reducidas |
|
| 564 |
Confluence Investment Management
St. Louis,
Missouri
| USD 211 M | -USD 36.9 M | 6 | 4.02% | Reducidas |
|
| 565 |
GuardCap Asset Management
London,
United Kingdom
| USD 210 M | +USD 51.5 M | 2 | 12.15% | Aumentadas |
|
| 566 |
Formuepleje A/S
Aarhus C,
Denmark
| USD 210 M | -USD 21 M | 5 | 13.92% | Reducidas |
|
| 567 |
Profund Advisors
Bethesda,
Maryland
| USD 209 M | -USD 70.3 M | 10 | 15.7% | Reducidas |
|
| 568 |
Steward Partners Investment Advisory
New York
| USD 208 M | +USD 10.3 M | 22 | 7.61% | Aumentadas |
|
| 569 |
Light Street Capital Management
Palo Alto,
California
| USD 207 M | -USD 71.7 M | 3 | 10.88% | Reducidas |
|
| 570 |
QS Investors
New York
| USD 207 M | -USD 5.38 M | 14 | 3.29% | Reducidas |
|
| 571 |
BWA
Brave Warrior Advisors
New York
| USD 206 M | -USD 77.5 M | 2 | 11.86% | Reducidas |
|
| 572 |
Pinnacle Associates
New York
| USD 206 M | +USD 1.38 M | 13 | 6.25% | Aumentadas |
|
| 573 |
Great Lakes Advisors
Chicago,
Illinois
| USD 205 M | -USD 5.25 M | 6 | 6% | Reducidas |
|
| 574 |
Chilton Investment Company
Stamford,
Connecticut
| USD 205 M | -USD 5.03 M | 4 | 7.76% | Reducidas |
|
| 575 |
Veritas Investment Management
London,
United Kingdom
| USD 204 M | -USD 7.99 M | 4 | 17.19% | Reducidas |
|