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 |
Oversea-Chinese Banking Corp (OCBC)
Singapore
| USD 558 M | -USD 12.8 M | 9 | 13.63% | Reducidas |
|
| 602 |
Capital Counsel
New York
| USD 554 M | -USD 28.7 M | 5 | 21.25% | Reducidas |
|
| 603 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 551 M | +USD 4.46 M | 6 | 14.51% | Aumentadas |
|
| 604 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 550 M | +USD 25.5 M | 14 | 13.79% | Aumentadas |
|
| 605 |
Voleon Capital Management
Berkeley,
California
| USD 547 M | +USD 236 M | 12 | 13.37% | Aumentadas |
|
| 606 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 547 M | -USD 11.9 M | 9 | 16.5% | Reducidas |
|
| 607 |
Lindsell Train
London,
United Kingdom
| USD 546 M | +USD 41 M | 2 | 13.39% | Aumentadas |
|
| 608 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 544 M | -USD 18.9 M | 5 | 9.18% | Reducidas |
|
| 609 |
NS Partners
London,
United Kingdom
| USD 543 M | +USD 15.4 M | 3 | 21.02% | Aumentadas |
|
| 610 |
Nikko Asset Management Americas
New York
| USD 540 M | +USD 4.61 M | 7 | 5.23% | Aumentadas |
|
| 611 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 539 M | -USD 11.6 M | 9 | 10.82% | Reducidas |
|
| 612 |
Discerene Group
Stamford,
Connecticut
| USD 534 M | USD 0 | 1 | 45.58% | Mantenido |
|
| 613 |
Mesirow Financial Investment Management
Chicago,
Illinois
| USD 533 M | -USD 3.14 M | 9 | 9.54% | Reducidas |
|
| 614 |
Atlantic Union Bankshares
Glen Allen,
Virginia
| USD 533 M | +USD 101 M | 21 | 10.04% | Aumentadas |
|
| 615 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 533 M | -USD 25 M | 3 | 2.53% | Reducidas |
|
| 616 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 532 M | +USD 28.7 M | 17 | 1.3% | Aumentadas |
|
| 617 |
ARK Investment Management
St. Petersburg,
Florida
| USD 532 M | +USD 112 M | 7 | 3.17% | Aumentadas |
|
| 618 |
Meyer Handelman Company
Rye Brook,
New York
| USD 528 M | +USD 1.78 M | 8 | 16.71% | Aumentadas |
|
| 619 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 528 M | +USD 6.4 M | 6 | 17.8% | Aumentadas |
|
| 620 |
Chicago Capital
Chicago,
Illinois
| USD 527 M | +USD 2.25 M | 11 | 12.97% | Aumentadas |
|
| 621 |
Hancock Whitney
Gulfport,
Mississippi
| USD 524 M | +USD 4.36 M | 10 | 9.54% | Aumentadas |
|
| 622 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 524 M | -USD 202 M | 2 | 1.62% | Reducidas |
|
| 623 |
Horizon Investments
Charlotte,
North Carolina
| USD 522 M | +USD 123 M | 15 | 6.86% | Aumentadas |
|
| 624 |
Metis Global Partners
San Diego,
California
| USD 522 M | -USD 21.4 M | 15 | 12.29% | Reducidas |
|
| 625 |
Stratos Wealth Partners
Beachwood,
Ohio
| USD 520 M | +USD 29.9 M | 16 | 6.13% | Aumentadas |
|