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 |
Marex Group
London,
| USD 605 M | +USD 447 M | 21 | 3.81% | Aumentadas |
|
| 602 |
Virtu Financial
New York
| USD 605 M | +USD 455 M | 11 | 23.44% | Aumentadas |
|
| 603 |
Voleon Capital Management
Berkeley,
California
| USD 602 M | +USD 27.3 M | 14 | 12.94% | Aumentadas |
|
| 604 |
Abrams Capital Management
Boston,
Massachusetts
| USD 600 M | -USD 59.3 M | 1 | 10.57% | Reducidas |
|
| 605 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 598 M | +USD 523 k | 6 | 15.31% | Aumentadas |
|
| 606 |
Canoe Financial
Calgary,
Alberta, Canada
| USD 597 M | -USD 151 M | 4 | 8.1% | Reducidas |
|
| 607 |
Fisher Funds Management
Auckland,
New Zealand
| USD 589 M | -USD 32.8 M | 7 | 15.22% | Reducidas |
|
| 608 |
Capital Counsel
New York
| USD 588 M | -USD 34.1 M | 5 | 22.44% | Reducidas |
|
| 609 |
London Company of Virginia
Richmond,
Virginia
| USD 584 M | -USD 37 M | 3 | 3.37% | Reducidas |
|
| 610 |
Standard Investments
New York
| USD 582 M | -USD 77.9 M | 2 | 29.04% | Reducidas |
|
| 611 |
BNP Paribas
Paris,
France
| USD 579 M | -USD 16.3 M | 10 | 16.57% | Reducidas |
|
| 612 |
Munro Partners
Melbourne,
Australia
| USD 579 M | -USD 135 M | 3 | 15.04% | Reducidas |
|
| 613 |
Sanibel Captiva Trust Company
Sanibel,
Florida
| USD 576 M | -USD 9.7 M | 9 | 15.91% | Reducidas |
|
| 614 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 573 M | USD 0 | 1 | 8.75% | Mantenido |
|
| 615 |
Nikko Asset Management Americas
New York
| USD 572 M | +USD 72.6 M | 7 | 6.62% | Aumentadas |
|
| 616 |
NS Partners
London,
United Kingdom
| USD 570 M | -USD 8.1 M | 3 | 22.34% | Reducidas |
|
| 617 |
Chicago Capital
Chicago,
Illinois
| USD 568 M | -USD 6.31 M | 12 | 14.03% | Reducidas |
|
| 618 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 567 M | -USD 11.7 M | 14 | 14.59% | Reducidas |
|
| 619 |
Country Trust Bank
Bloomington,
Illinois
| USD 566 M | +USD 17.7 M | 11 | 10.25% | Aumentadas |
|
| 620 |
Trexquant Investment
Stamford,
Connecticut
| USD 566 M | +USD 170 M | 17 | 5.04% | Aumentadas |
|
| 621 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 566 M | -USD 7.28 M | 10 | 16.93% | Reducidas |
|
| 622 |
Stephens Inc
Little Rock,
Arkansas
| USD 563 M | +USD 10.4 M | 11 | 7.01% | Aumentadas |
|
| 623 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 559 M | -USD 35.1 M | 11 | 10.64% | Reducidas |
|
| 624 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 559 M | +USD 21.4 M | 16 | 1.5% | Aumentadas |
|
| 625 |
Atria Investments
Charlotte,
North Carolina
| USD 558 M | -USD 27.1 M | 20 | 6.34% | Reducidas |
|