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 |
Meitav Investment House
Bene-Beraq,
Israel
| USD 366 M | -USD 31.5 M | 11 | 5.88% | Reducidas |
|
| 552 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 365 M | -USD 38.6 M | 5 | 10.25% | Reducidas |
|
| 553 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 361 M | +USD 30.4 M | 15 | 1.01% | Aumentadas |
|
| 554 |
Credit Agricole
Montrouge Cedex,
France
| USD 357 M | +USD 19.2 M | 16 | 6.46% | Aumentadas |
|
| 555 |
Westwood Holdings Group
Dallas,
Texas
| USD 356 M | -USD 62.6 M | 7 | 3.18% | Reducidas |
|
| 556 |
Cannell & Co
New York
| USD 355 M | +USD 5.4 M | 6 | 11.8% | Aumentadas |
|
| 557 |
Apollo Management Holdings
New York
| USD 353 M | USD 0 | 1 | 3% | Mantenido |
|
| 558 |
Capital Counsel
New York
| USD 352 M | -USD 4.55 M | 5 | 19.37% | Reducidas |
|
| 559 |
BOK Financial
Tulsa,
Oklahoma
| USD 352 M | -USD 16.9 M | 18 | 7.16% | Reducidas |
|
| 560 |
Clear Street
New York
| USD 351 M | +USD 254 M | 7 | 3.42% | Aumentadas |
|
| 561 |
Bridgewater Associates
Westport,
Connecticut
| USD 350 M | -USD 34.7 M | 9 | 2.16% | Reducidas |
|
| 562 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 348 M | -USD 6.51 M | 9 | 6.84% | Reducidas |
|
| 563 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 347 M | +USD 14.1 M | 4 | 14.43% | Aumentadas |
|
| 564 |
Oak Associates
Akron,
Ohio
| USD 344 M | -USD 18.5 M | 9 | 27.52% | Reducidas |
|
| 565 |
Busey Bank
Urbana,
Illinois
| USD 344 M | -USD 7.78 M | 6 | 13.98% | Reducidas |
|
| 566 |
R.M. Davis Inc
Portland,
Maine
| USD 343 M | -USD 14.2 M | 7 | 8.24% | Reducidas |
|
| 567 |
DFO
Duquesne Family Office
New York
| USD 343 M | -USD 104 M | 3 | 11.93% | Reducidas |
|
| 568 |
Coldstream Capital Management
Bellevue,
Washington
| USD 343 M | -USD 5.74 M | 10 | 10.87% | Reducidas |
|
| 569 |
AGF Management
Toronto,
Ontario, Canada
| USD 341 M | -USD 446 M | 10 | 2.48% | Reducidas |
|
| 570 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 341 M | -USD 3.83 M | 3 | 7.7% | Reducidas |
|
| 571 |
Advisors Capital Management
Ridgewood,
New Jersey
| USD 341 M | +USD 299 k | 6 | 8.13% | Aumentadas |
|
| 572 |
O'Shaughnessy Asset Management
Stamford,
Connecticut
| USD 341 M | +USD 3.32 M | 13 | 5.05% | Aumentadas |
|
| 573 |
Atria Wealth Solutions
New York
| USD 341 M | +USD 6.82 M | 19 | 4.65% | Aumentadas |
|
| 574 |
Trillium Asset Management
Boston,
Massachusetts
| USD 340 M | -USD 7.18 M | 6 | 9.54% | Reducidas |
|
| 575 |
TPG GP A
Fort Worth,
Texas
| USD 339 M | -USD 64.1 M | 3 | 4.97% | Reducidas |
|