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 |
InterOcean Capital Group
Nashville,
Tennessee
| USD 316 M | +USD 8.69 M | 7 | 9.93% | Aumentadas |
|
| 602 |
Tweedy, Browne Co
Stamford,
Connecticut
| USD 315 M | -USD 1.63 M | 3 | 16.55% | Reducidas |
|
| 603 |
MC
Maplelane Capital
New York
| USD 315 M | -USD 97.3 M | 3 | 9.83% | Reducidas |
|
| 604 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 315 M | USD 0 | 1 | 7.22% | Mantenido |
|
| 605 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 313 M | -USD 8.5 M | 6 | 17.94% | Reducidas |
|
| 606 |
Sequoia Financial Advisors
Akron,
Ohio
| USD 313 M | +USD 126 M | 11 | 5.36% | Aumentadas |
|
| 607 |
Confluence Investment Management
St. Louis,
Missouri
| USD 312 M | -USD 37.4 M | 4 | 4.55% | Reducidas |
|
| 608 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 311 M | +USD 23.7 M | 5 | 10.09% | Aumentadas |
|
| 609 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| USD 311 M | +USD 32.9 M | 8 | 8.48% | Aumentadas |
|
| 610 |
Badgley Phelps Wealth Managers
Seattle,
Washington
| USD 310 M | +USD 23.1 M | 5 | 10.25% | Aumentadas |
|
| 611 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 309 M | +USD 7.6 M | 8 | 8.41% | Aumentadas |
|
| 612 |
Soros Fund Management
New York
| USD 307 M | +USD 14.2 M | 7 | 4.79% | Aumentadas |
|
| 613 |
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
| USD 307 M | -USD 138 M | 5 | 3.89% | Reducidas |
|
| 614 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| USD 306 M | +USD 17.6 M | 7 | 2.74% | Aumentadas |
|
| 615 |
Ariel Investments
Chicago,
Illinois
| USD 306 M | -USD 51.5 M | 3 | 2.9% | Reducidas |
|
| 616 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 304 M | -USD 138 M | 3 | 7.33% | Reducidas |
|
| 617 |
Capital Advisors Inc
Tulsa,
Oklahoma
| USD 304 M | +USD 7.17 M | 6 | 7.72% | Aumentadas |
|
| 618 |
NZS Capital
Denver,
Colorado
| USD 300 M | -USD 7.02 M | 4 | 15.02% | Reducidas |
|
| 619 |
Meyer Handelman Company
Rye Brook,
New York
| USD 298 M | -USD 3.75 M | 7 | 12.03% | Reducidas |
|
| 620 |
B. Riley Wealth Advisors
Boca Raton,
Florida
| USD 295 M | +USD 24.5 M | 18 | 6.62% | Aumentadas |
|
| 621 |
Glenview Capital Management
New York
| USD 294 M | -USD 76.1 M | 3 | 6.63% | Reducidas |
|
| 622 |
Meritage Group
San Francisco,
California
| USD 293 M | -USD 561 M | 3 | 8.17% | Reducidas |
|
| 623 |
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 293 M | -USD 902 k | 20 | 10.62% | Reducidas |
|
| 624 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 292 M | -USD 4.31 M | 13 | 11.77% | Reducidas |
|
| 625 |
Stock Yards Bank & Trust
Louisville,
Kentucky
| USD 289 M | -USD 3.86 M | 8 | 10.58% | Reducidas |
|