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 |
WhitTier Trust Company
Reno,
Nevada
| USD 278 M | +USD 2.93 M | 18 | 11.86% | Aumentadas |
|
| 552 |
Scharf Investments
Los Gatos,
California
| USD 278 M | -USD 36.1 M | 5 | 10.5% | Reducidas |
|
| 553 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 276 M | -USD 15.4 M | 1 | 2.91% | Reducidas |
|
| 554 |
Trillium Asset Management
Boston,
Massachusetts
| USD 276 M | -USD 214 M | 6 | 9.03% | Reducidas |
|
| 555 |
NewEdge Advisors
New Orleans,
Louisiana
| USD 275 M | -USD 566 k | 13 | 4.53% | Reducidas |
|
| 556 |
AAM
Ardevora Asset Management
London,
United Kingdom
| USD 272 M | +USD 26.2 M | 6 | 4.9% | Aumentadas |
|
| 557 |
Beacon Pointe Advisors
Newport Beach,
California
| USD 272 M | -USD 254 k | 12 | 6.1% | Reducidas |
|
| 558 |
Capital Wealth Planning
Naples,
Florida
| USD 272 M | +USD 31.7 M | 5 | 4.96% | Aumentadas |
|
| 559 |
Lido Advisors
Los Angeles,
California
| USD 272 M | +USD 30.9 M | 14 | 3.41% | Aumentadas |
|
| 560 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 270 M | -USD 1.25 M | 3 | 7.5% | Reducidas |
|
| 561 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 269 M | -USD 1.78 M | 9 | 5.76% | Reducidas |
|
| 562 |
TPG GP A
Fort Worth,
Texas
| USD 268 M | -USD 54 M | 2 | 4.39% | Reducidas |
|
| 563 |
Saturna Capital
Bellingham,
Washington
| USD 268 M | +USD 60.4 M | 5 | 6.53% | Aumentadas |
|
| 564 |
IA Venture Strategies Fund II
New York
| USD 268 M | USD 0 | 1 | 90.83% | Mantenido |
|
| 565 |
Atria Wealth Solutions
New York
| USD 268 M | +USD 124 M | 14 | 4.63% | Aumentadas |
|
| 566 |
Bridgewater Associates
Westport,
Connecticut
| USD 265 M | +USD 56.4 M | 12 | 1.34% | Aumentadas |
|
| 567 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 264 M | +USD 9.22 M | 12 | 0.87% | Aumentadas |
|
| 568 |
Capital Counsel
New York
| USD 263 M | +USD 1.82 M | 5 | 17.05% | Aumentadas |
|
| 569 |
SG Americas Securities
New York
| USD 263 M | -USD 36.1 M | 27 | 3.26% | Reducidas |
|
| 570 |
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| USD 263 M | -USD 47.4 M | 5 | 16.74% | Reducidas |
|
| 571 |
SC
SRB Corp
Boston,
Massachusetts
| USD 262 M | USD 0 | 1 | 18.3% | Mantenido |
|
| 572 |
Martin Currie
Edinburgh,
United Kingdom
| USD 260 M | -USD 4.69 M | 3 | 11.07% | Reducidas |
|
| 573 |
Alleghany Corporation
New York
| USD 260 M | USD 0 | 3 | 11.74% | Mantenido |
|
| 574 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 260 M | -USD 12.3 M | 6 | 2.42% | Reducidas |
|
| 575 |
Stonegate Investment Group
Birmingham,
Alabama
| USD 259 M | +USD 3.91 M | 7 | 11.87% | Aumentadas |
|