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 |
Crestwood Advisors Group
Boston,
Massachusetts
| USD 389 M | +USD 3.12 M | 9 | 11.25% | Aumentadas |
|
| 552 |
American National Insurance
Galveston,
Texas
| USD 388 M | -USD 525 k | 9 | 14.51% | Reducidas |
|
| 553 |
Elo Mutual Pension Insurance
Espoo,
Finland
| USD 386 M | -USD 11 M | 12 | 12.8% | Reducidas |
|
| 554 |
Crossmark Global Holdings
Houston,
Texas
| USD 385 M | +USD 8.38 M | 14 | 9.05% | Aumentadas |
|
| 555 |
Inverness Counsel
New York
| USD 385 M | +USD 38.8 M | 7 | 14.02% | Aumentadas |
|
| 556 |
AE Wealth Management
Topeka,
Kansas
| USD 384 M | +USD 28.6 M | 21 | 3.35% | Aumentadas |
|
| 557 |
R.M. Davis Inc
Portland,
Maine
| USD 383 M | +USD 5.28 M | 7 | 9.62% | Aumentadas |
|
| 558 |
Penserra Capital Management
Orinda,
California
| USD 382 M | +USD 13.2 M | 20 | 6.93% | Aumentadas |
|
| 559 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 379 M | +USD 26.4 M | 3 | 9.11% | Aumentadas |
|
| 560 |
Cerity Partners
New York
| USD 376 M | +USD 12.2 M | 16 | 8.23% | Aumentadas |
|
| 561 |
Ariel Investments
Chicago,
Illinois
| USD 374 M | -USD 62.5 M | 3 | 3.52% | Reducidas |
|
| 562 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| USD 374 M | -USD 3.32 M | 5 | 30.18% | Reducidas |
|
| 563 |
DCP
Darsana Capital Partners
New York
| USD 374 M | -USD 249 M | 2 | 10.64% | Reducidas |
|
| 564 |
Shelton Capital Management
Denver,
Colorado
| USD 373 M | -USD 138 M | 10 | 14.08% | Reducidas |
|
| 565 |
Washington Trust
Westerly,
Rhode Island
| USD 373 M | -USD 3.81 M | 15 | 10.52% | Reducidas |
|
| 566 |
MIM
Meridiem Investment Management
London,
United Kingdom
| USD 368 M | +USD 5.95 M | 4 | 13.36% | Aumentadas |
|
| 567 |
Achmea Investment Management
Zeist,
Netherlands
| USD 363 M | -USD 14.8 M | 11 | 12.37% | Reducidas |
|
| 568 |
Border to Coast Pensions Partnership
Leeds,
United Kingdom
| USD 361 M | +USD 456 M | 4 | 12.59% | Nuevas |
|
| 569 |
MC
Maplelane Capital
New York
| USD 359 M | +USD 174 M | 3 | 11.7% | Aumentadas |
|
| 570 |
Abrams Capital Management
Boston,
Massachusetts
| USD 358 M | USD 0 | 1 | 7.95% | Mantenido |
|
| 571 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 357 M | +USD 12 M | 4 | 4.23% | Aumentadas |
|
| 572 |
FDx Advisors
Chicago,
Illinois
| USD 356 M | +USD 16.8 M | 11 | 11.82% | Aumentadas |
|
| 573 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 356 M | +USD 18.4 M | 11 | 12.21% | Aumentadas |
|
| 574 |
Wealthfront Advisers
Palo Alto,
California
| USD 355 M | +USD 13.5 M | 13 | 1.69% | Aumentadas |
|
| 575 |
Barings
Charlotte,
North Carolina
| USD 353 M | -USD 65.6 M | 11 | 8.18% | Reducidas |
|