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 |
Nippon Life Global Investors Americas
New York
| USD 402 M | -USD 4.65 M | 3 | 17.26% | Reducidas |
|
| 602 |
Oak Associates
Akron,
Ohio
| USD 396 M | +USD 494 k | 8 | 26.63% | Aumentadas |
|
| 603 |
Mesirow Financial Investment Management
Chicago,
Illinois
| USD 395 M | +USD 329 k | 7 | 7.65% | Aumentadas |
|
| 604 |
Eminence Capital
New York
| USD 394 M | +USD 2.5 M | 2 | 5.56% | Aumentadas |
|
| 605 |
Hantz Financial Services
Southfield,
Michigan
| USD 388 M | -USD 5.3 M | 17 | 6.89% | Reducidas |
|
| 606 |
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| USD 387 M | +USD 22.6 M | 6 | 10.9% | Aumentadas |
|
| 607 |
Stratos Wealth Partners
Beachwood,
Ohio
| USD 387 M | +USD 25.6 M | 12 | 5.58% | Aumentadas |
|
| 608 |
Wilmington Savings Fund Society
Wilmington,
Delaware
| USD 386 M | +USD 150 M | 20 | 6.92% | Aumentadas |
|
| 609 |
Kestra Private Wealth Services
Austin,
Texas
| USD 385 M | -USD 5.45 M | 17 | 7.06% | Reducidas |
|
| 610 |
Slate Path Capital
New York
| USD 384 M | -USD 5.27 M | 2 | 5.91% | Reducidas |
|
| 611 |
Stock Yards Bank & Trust
Louisville,
Kentucky
| USD 383 M | -USD 16.4 M | 7 | 12.34% | Reducidas |
|
| 612 |
Gotham Asset Management
New York
| USD 383 M | +USD 43.5 M | 20 | 3.96% | Aumentadas |
|
| 613 |
Allianz
Munich,
Germany
| USD 382 M | +USD 3.28 M | 10 | 10.3% | Aumentadas |
|
| 614 |
Gladstone Capital Management
London,
United Kingdom
| USD 381 M | -USD 96.6 M | 5 | 32.09% | Reducidas |
|
| 615 |
Curi RMB Capital
Chicago,
Illinois
| USD 375 M | +USD 13.5 M | 10 | 8.52% | Aumentadas |
|
| 616 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 375 M | +USD 10.2 M | 7 | 11.32% | Aumentadas |
|
| 617 |
Greenleaf Trust
Kalamazoo,
Michigan
| USD 374 M | +USD 10.7 M | 10 | 3.33% | Aumentadas |
|
| 618 |
Tokio Marine Asset Management
Tokyo,
Japan
| USD 370 M | +USD 13.7 M | 14 | 16.23% | Aumentadas |
|
| 619 |
NZS Capital
Denver,
Colorado
| USD 370 M | -USD 14.2 M | 4 | 14.42% | Reducidas |
|
| 620 |
Scharf Investments
Los Gatos,
California
| USD 366 M | -USD 57 M | 4 | 10.09% | Reducidas |
|
| 621 |
CK
Cohen Klingenstein
New York
| USD 364 M | -USD 4.53 M | 8 | 12.67% | Reducidas |
|
| 622 |
Capula Management
Grand Cayman,
Cayman Islands
| USD 362 M | -USD 218 M | 6 | 3.68% | Reducidas |
|
| 623 |
Norinchukin Bank
Tokyo,
Japan
| USD 360 M | +USD 44.5 M | 9 | 8.5% | Aumentadas |
|
| 624 |
Vinva Investment Management
Sydney,
Australia
| USD 360 M | +USD 50.1 M | 14 | 15.21% | Aumentadas |
|
| 625 |
TFP
Triple Frond Partners
San Francisco,
California
| USD 360 M | +USD 40.1 M | 3 | 46.53% | Aumentadas |
|