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 |
SeaTown Holdings
Singapore
| USD 372 M | +USD 84.4 M | 3 | 20.12% | Aumentadas |
|
| 602 |
Lido Advisors
Los Angeles,
California
| USD 372 M | +USD 43.3 M | 14 | 4.05% | Aumentadas |
|
| 603 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 369 M | +USD 19.6 M | 10 | 14.99% | Aumentadas |
|
| 604 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 368 M | -USD 26.2 M | 12 | 12.34% | Reducidas |
|
| 605 |
Alleghany Corporation
New York
| USD 366 M | USD 0 | 3 | 10.64% | Mantenido |
|
| 606 |
Eminence Capital
New York
| USD 364 M | -USD 229 M | 3 | 3.47% | Reducidas |
|
| 607 |
Kovitz Investment Group Partners
Chicago,
Illinois
| USD 364 M | -USD 47 M | 10 | 8.58% | Reducidas |
|
| 608 |
Vantage Investment Partners
Kansas City,
Missouri
| USD 363 M | +USD 32.3 M | 4 | 18.53% | Aumentadas |
|
| 609 |
Soros Fund Management
New York
| USD 362 M | -USD 127 M | 4 | 4.95% | Reducidas |
|
| 610 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 360 M | -USD 6.19 M | 6 | 13.21% | Reducidas |
|
| 611 |
BAM
Barrett Asset Management
New York
| USD 359 M | +USD 42 M | 8 | 13.57% | Aumentadas |
|
| 612 |
Schonfeld Strategic Advisors
New York
| USD 359 M | +USD 135 M | 19 | 3.26% | Aumentadas |
|
| 613 |
H&H International Investment
Palo Alto,
California
| USD 358 M | +USD 42.5 M | 2 | 4.42% | Aumentadas |
|
| 614 |
Chilton Investment Company
Stamford,
Connecticut
| USD 353 M | +USD 4.07 M | 4 | 7.42% | Aumentadas |
|
| 615 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 353 M | -USD 9.6 M | 6 | 17.48% | Reducidas |
|
| 616 |
Martin Currie
Edinburgh,
United Kingdom
| USD 351 M | -USD 13.4 M | 3 | 9.74% | Reducidas |
|
| 617 |
Nippon Life Global Investors Americas
New York
| USD 349 M | -USD 7.68 M | 3 | 16.5% | Reducidas |
|
| 618 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 348 M | -USD 1.6 M | 2 | 7.29% | Reducidas |
|
| 619 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 348 M | -USD 2.19 M | 5 | 7% | Reducidas |
|
| 620 |
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| USD 344 M | +USD 14.7 M | 5 | 40.02% | Aumentadas |
|
| 621 |
Mondrian Investment Partners
London,
United Kingdom
| USD 341 M | -USD 30.4 M | 3 | 6.74% | Reducidas |
|
| 622 |
Confluence Investment Management
St. Louis,
Missouri
| USD 339 M | -USD 17.3 M | 7 | 4.5% | Reducidas |
|
| 623 |
EP Wealth Advisors
Torrance,
California
| USD 338 M | +USD 26.3 M | 12 | 7.98% | Aumentadas |
|
| 624 |
Spire Wealth Management
Mclean,
Virginia
| USD 336 M | +USD 34.3 M | 25 | 7.47% | Aumentadas |
|
| 625 |
Leonteq Securities AG
Zurich,
Switzerland
| USD 336 M | -USD 3.33 M | 21 | 12.11% | Reducidas |
|