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 | |
|---|---|---|---|---|---|---|---|
| 576 |
YC
Yarbrough Capital
Franklin,
Tennessee
| USD 271 M | -USD 31.8 M | 6 | 20.54% | Reducidas |
|
| 577 |
Capital Wealth Planning
Naples,
Florida
| USD 269 M | +USD 38.3 M | 5 | 5.27% | Aumentadas |
|
| 578 |
CA
Cornerstone Advisors
Asheville,
North Carolina
| USD 268 M | +USD 52.1 M | 4 | 14.08% | Aumentadas |
|
| 579 |
NS Partners
London,
United Kingdom
| USD 266 M | +USD 7.64 M | 4 | 16.16% | Aumentadas |
|
| 580 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 266 M | +USD 3.31 M | 6 | 11.65% | Aumentadas |
|
| 581 |
WorldQuant Millennium Advisors
New York
| USD 266 M | +USD 933 k | 8 | 7.61% | Aumentadas |
|
| 582 |
TPI
Tesco Pension Investment
London,
United Kingdom
| USD 265 M | -USD 271 M | 2 | 15.39% | Reducidas |
|
| 583 |
AAM
Ardevora Asset Management
London,
United Kingdom
| USD 264 M | +USD 71.4 M | 5 | 4.33% | Aumentadas |
|
| 584 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 264 M | +USD 4.14 M | 13 | 0.83% | Aumentadas |
|
| 585 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 263 M | -USD 5.42 M | 6 | 5.81% | Reducidas |
|
| 586 |
Harvard Management Company
Boston,
Massachusetts
| USD 263 M | +USD 78.9 M | 1 | 30.42% | Aumentadas |
|
| 587 |
Lido Advisors
Los Angeles,
California
| USD 263 M | -USD 2.78 M | 14 | 3.48% | Reducidas |
|
| 588 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 262 M | -USD 10.9 M | 2 | 6.67% | Reducidas |
|
| 589 |
Confluence Investment Management
St. Louis,
Missouri
| USD 260 M | +USD 243 k | 5 | 4.05% | Aumentadas |
|
| 590 |
SPF
Steven Patrick Farmer
| USD 260 M | +USD 275 M | 5 | 4.05% | Nuevas |
|
| 591 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
| USD 258 M | -USD 140 M | 4 | 12.69% | Reducidas |
|
| 592 |
Hantz Financial Services
Southfield,
Michigan
| USD 258 M | +USD 40 M | 19 | 8.7% | Aumentadas |
|
| 593 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 258 M | -USD 4.25 M | 1 | 11.64% | Reducidas |
|
| 594 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
| USD 256 M | -USD 7.5 M | 17 | 11.26% | Reducidas |
|
| 595 |
KWILP
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 256 M | +USD 5.24 M | 5 | 17.71% | Aumentadas |
|
| 596 |
Cantor Fitzgerald
New York
| USD 255 M | +USD 315 M | 12 | 4.95% | Aumentadas |
|
| 597 |
Credit Agricole
Montrouge Cedex,
France
| USD 255 M | +USD 31.5 M | 18 | 6.23% | Aumentadas |
|
| 598 |
Vanguard Personalized Indexing Management
Oakland,
California
| USD 253 M | +USD 65.8 M | 18 | 11.73% | Aumentadas |
|
| 599 |
WMC
Westwood Management Corporation
Chicago,
Illinois
| USD 253 M | -USD 4.07 M | 5 | 31.8% | Reducidas |
|
| 600 |
O'Shaughnessy Asset Management
Stamford,
Connecticut
| USD 252 M | +USD 13.7 M | 13 | 4.65% | Aumentadas |
|