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 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 589 M | USD 0 | 1 | 9.9% | Mantenido |
|
| 552 |
Insight Holdings Group
New York
| USD 589 M | +USD 225 M | 4 | 24.62% | Aumentadas |
|
| 553 |
Cercano Management
Bellevue,
Washington
| USD 582 M | -USD 101 M | 5 | 16.6% | Reducidas |
|
| 554 |
Pinnacle Associates
New York
| USD 582 M | -USD 29.3 M | 14 | 8.42% | Reducidas |
|
| 555 |
Generali Asset Management
Trieste,
Italy
| USD 580 M | -USD 41.9 M | 13 | 13.21% | Reducidas |
|
| 556 |
Locust Wood Capital Advisers
New York
| USD 576 M | +USD 27.1 M | 3 | 15.34% | Aumentadas |
|
| 557 |
TA
Trivest Advisors
Hong Kong
| USD 576 M | +USD 117 M | 6 | 22.36% | Aumentadas |
|
| 558 |
Dorsal Capital Management
Redwood City,
California
| USD 575 M | -USD 55.9 M | 3 | 15.34% | Reducidas |
|
| 559 |
Mizuho Securities USA
New York
| USD 575 M | -USD 81.1 M | 9 | 12.27% | Reducidas |
|
| 560 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 574 M | -USD 599 M | 4 | 7.96% | Reducidas |
|
| 561 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 572 M | +USD 52.4 M | 3 | 1.86% | Aumentadas |
|
| 562 |
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| USD 570 M | -USD 132 M | 8 | 11.99% | Reducidas |
|
| 563 |
SCM
Silvant Capital Management
Atlanta,
Georgia
| USD 568 M | +USD 17.4 M | 8 | 21.48% | Aumentadas |
|
| 564 |
Westwood Holdings Group
Dallas,
Texas
| USD 561 M | +USD 30.7 M | 8 | 4.04% | Aumentadas |
|
| 565 |
R.M. Davis Inc
Portland,
Maine
| USD 559 M | +USD 7.62 M | 6 | 10.37% | Aumentadas |
|
| 566 |
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| USD 557 M | +USD 34.8 M | 19 | 6.81% | Aumentadas |
|
| 567 |
Busey Bank
Urbana,
Illinois
| USD 552 M | -USD 3.98 M | 6 | 16.86% | Reducidas |
|
| 568 |
Brinker Capital Investments
Berwyn,
Pennsylvania
| USD 549 M | +USD 26.8 M | 17 | 4.69% | Aumentadas |
|
| 569 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| USD 548 M | +USD 6.54 M | 9 | 9.41% | Aumentadas |
|
| 570 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 548 M | +USD 301 k | 10 | 10.5% | Aumentadas |
|
| 571 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 545 M | -USD 31.6 M | 13 | 15.94% | Reducidas |
|
| 572 |
Slate Path Capital
New York
| USD 543 M | -USD 488 M | 2 | 9.36% | Reducidas |
|
| 573 |
Allworth Financial
Folsom,
California
| USD 543 M | +USD 117 M | 30 | 2.6% | Aumentadas |
|
| 574 |
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 542 M | +USD 15.5 M | 11 | 10.9% | Aumentadas |
|
| 575 |
First Financial Bankshares
Abilene,
Texas
| USD 541 M | +USD 27.3 M | 7 | 12.12% | Aumentadas |
|