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 | |
|---|---|---|---|---|---|---|---|
| 601 |
Laird Norton Wetherby Trust Company
Seattle,
Washington
| USD 606 M | -USD 5.07 M | 18 | 11.63% | Reducidas |
|
| 602 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 598 M | -USD 30.4 M | 8 | 20.41% | Reducidas |
|
| 603 |
James Hambro & Partners
London,
United Kingdom
| USD 597 M | -USD 26.6 M | 5 | 21.58% | Reducidas |
|
| 604 |
Allworth Financial
Folsom,
California
| USD 596 M | -USD 64.6 M | 35 | 2.53% | Reducidas |
|
| 605 |
DCP
Darsana Capital Partners
New York
| USD 596 M | +USD 628 M | 1 | 2.68% | Nuevas |
|
| 606 |
CapitalatWork SA
Auderghem,
| USD 592 M | +USD 25.1 M | 5 | 14.83% | Aumentadas |
|
| 607 |
Fuller & Thaler Asset Management
San Mateo,
California
| USD 590 M | +USD 22.4 M | 12 | 1.61% | Aumentadas |
|
| 608 |
Argent Capital Management
St Louis,
Missouri
| USD 590 M | -USD 54.8 M | 6 | 18.63% | Reducidas |
|
| 609 |
Stephens Inc
Little Rock,
Arkansas
| USD 590 M | +USD 23.7 M | 14 | 6.61% | Aumentadas |
|
| 610 |
Capital Fund Management (CFM)
Paris,
France
| USD 586 M | +USD 15.6 M | 11 | 2.58% | Aumentadas |
|
| 611 |
First Foundation Advisors
Irvine,
California
| USD 586 M | -USD 8.55 M | 6 | 21.06% | Reducidas |
|
| 612 |
Country Trust Bank
Bloomington,
Illinois
| USD 583 M | +USD 4.44 M | 14 | 10.21% | Aumentadas |
|
| 613 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 581 M | -USD 175 M | 3 | 4.65% | Reducidas |
|
| 614 |
Summit Trail Advisors
New York
| USD 580 M | +USD 20.9 M | 23 | 7.29% | Aumentadas |
|
| 615 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 577 M | -USD 385 M | 1 | 5.71% | Reducidas |
|
| 616 |
Harding Loevner
Bridgewater,
New Jersey
| USD 577 M | -USD 226 M | 3 | 5.43% | Reducidas |
|
| 617 |
Check Capital Management
Costa Mesa,
California
| USD 574 M | +USD 283 M | 3 | 7.63% | Aumentadas |
|
| 618 |
Mesirow Financial Investment Management
Chicago,
Illinois
| USD 569 M | -USD 72.9 M | 9 | 8.94% | Reducidas |
|
| 619 |
Advisors Asset Management
Monument,
Colorado
| USD 569 M | -USD 23.7 M | 22 | 8.67% | Reducidas |
|
| 620 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 566 M | -USD 9.38 M | 6 | 13.44% | Reducidas |
|
| 621 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 562 M | -USD 46.5 M | 16 | 1.75% | Reducidas |
|
| 622 |
D1 Capital Partners
New York
| USD 561 M | -USD 61.1 M | 5 | 1.61% | Reducidas |
|
| 623 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 559 M | -USD 4.41 M | 2 | 9.47% | Reducidas |
|
| 624 |
Sanibel Captiva Trust Company
Sanibel,
Florida
| USD 559 M | +USD 22.9 k | 9 | 13.91% | Aumentadas |
|
| 625 |
Horizon Investments
Charlotte,
North Carolina
| USD 559 M | +USD 36.2 M | 19 | 6.12% | Aumentadas |
|