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 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 613 M | USD 0 | 1 | 9.5% | Mantenido |
|
| 577 |
Stonegate Investment Group
Birmingham,
Alabama
| USD 604 M | -USD 7.95 M | 9 | 14% | Reducidas |
|
| 578 |
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 600 M | -USD 149 M | 8 | 7.45% | Reducidas |
|
| 579 |
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 598 M | -USD 20.5 M | 12 | 11.28% | Reducidas |
|
| 580 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 595 M | -USD 10.9 M | 13 | 16.47% | Reducidas |
|
| 581 |
YC
Yarbrough Capital
Franklin,
Tennessee
| USD 595 M | -USD 103 k | 8 | 18.52% | Reducidas |
|
| 582 |
Fisher Funds Management
Auckland,
New Zealand
| USD 593 M | -USD 199 M | 7 | 15.67% | Reducidas |
|
| 583 |
Consulta
London,
United Kingdom
| USD 590 M | +USD 29 M | 3 | 33.56% | Aumentadas |
|
| 584 |
Advisors Asset Management
Monument,
Colorado
| USD 589 M | -USD 463 k | 20 | 10% | Reducidas |
|
| 585 |
HHLR Advisors
Grand Cayman,
Cayman Islands
| USD 588 M | +USD 280 M | 1 | 14.37% | Aumentadas |
|
| 586 |
Kestra Private Wealth Services
Austin,
Texas
| USD 585 M | +USD 7.01 M | 19 | 7.63% | Aumentadas |
|
| 587 |
London Company of Virginia
Richmond,
Virginia
| USD 584 M | -USD 16 M | 3 | 3.22% | Reducidas |
|
| 588 |
CapitalatWork SA
Auderghem,
| USD 584 M | -USD 109 M | 5 | 16.95% | Reducidas |
|
| 589 |
Anomaly Capital Management
New York
| USD 583 M | +USD 15.8 M | 4 | 17.13% | Aumentadas |
|
| 590 |
Westwood Holdings Group
Dallas,
Texas
| USD 582 M | -USD 49 M | 8 | 4.16% | Reducidas |
|
| 591 |
Samlyn Capital
New York
| USD 581 M | +USD 79.1 M | 2 | 7.99% | Aumentadas |
|
| 592 |
Brevan Howard Capital Management
St. Helier,
Jersey
| USD 581 M | -USD 15.4 M | 23 | 2.59% | Reducidas |
|
| 593 |
Atria Investments
Charlotte,
North Carolina
| USD 579 M | -USD 3.22 M | 21 | 6.61% | Reducidas |
|
| 594 |
PEAK6
Chicago,
Illinois
| USD 576 M | -USD 703 M | 13 | 0.84% | Reducidas |
|
| 595 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 565 M | -USD 27.1 M | 3 | 10.24% | Reducidas |
|
| 596 |
Situational Awareness
San Francisco,
California
| USD 563 M | +USD 487 M | 1 | 13.61% | Nuevas |
|
| 597 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 561 M | -USD 52.2 M | 11 | 10.9% | Reducidas |
|
| 598 |
BNP Paribas
Paris,
France
| USD 560 M | -USD 122 k | 11 | 16.92% | Reducidas |
|
| 599 |
Sanibel Captiva Trust Company
Sanibel,
Florida
| USD 560 M | -USD 10.8 M | 9 | 15.95% | Reducidas |
|
| 600 |
Envestnet Portfolio Solutions
Chicago,
Illinois
| USD 559 M | -USD 16.7 M | 14 | 2.06% | Reducidas |
|