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 |
Advisors Asset Management
Monument,
Colorado
| USD 508 M | -USD 22.5 M | 23 | 8.45% | Reducidas |
|
| 602 |
BNP Paribas
Paris,
France
| USD 507 M | +USD 19.6 M | 12 | 16.13% | Aumentadas |
|
| 603 |
Chicago Capital
Chicago,
Illinois
| USD 504 M | +USD 10.1 M | 13 | 13.6% | Aumentadas |
|
| 604 |
Mizuho Securities USA
New York
| USD 504 M | -USD 112 M | 9 | 11.89% | Reducidas |
|
| 605 |
DF Dent & Co
Baltimore,
Maryland
| USD 504 M | -USD 50.8 M | 6 | 9.66% | Reducidas |
|
| 606 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 504 M | -USD 11.4 M | 6 | 13.34% | Reducidas |
|
| 607 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 503 M | +USD 10.1 M | 16 | 1.48% | Aumentadas |
|
| 608 |
Fisher Funds Management
Auckland,
New Zealand
| USD 500 M | +USD 2.66 M | 7 | 14.64% | Aumentadas |
|
| 609 |
Stephens Inc
Little Rock,
Arkansas
| USD 496 M | +USD 12.9 M | 13 | 6.2% | Aumentadas |
|
| 610 |
Marsico Capital Management
Denver,
Colorado
| USD 493 M | -USD 29.2 M | 4 | 14.48% | Reducidas |
|
| 611 |
Sanibel Captiva Trust Company
Sanibel,
Florida
| USD 492 M | +USD 3.78 M | 9 | 13.78% | Aumentadas |
|
| 612 |
Lindsell Train
London,
United Kingdom
| USD 492 M | -USD 121 M | 2 | 15.67% | Reducidas |
|
| 613 |
DDD Partners
Bellevue,
Washington
| USD 491 M | +USD 1.71 M | 6 | 33.85% | Aumentadas |
|
| 614 |
Achmea Investment Management
Zeist,
Netherlands
| USD 490 M | +USD 9.5 M | 6 | 12.94% | Aumentadas |
|
| 615 |
CAM
Contour Asset Management
New York
| USD 487 M | +USD 104 M | 3 | 15.83% | Aumentadas |
|
| 616 |
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| USD 486 M | +USD 46.8 M | 2 | 26.29% | Aumentadas |
|
| 617 |
Meitav Investment House
Bene-Beraq,
Israel
| USD 484 M | +USD 120 M | 7 | 5.31% | Aumentadas |
|
| 618 |
Antipodes Partners
Royal Exchange,
Australia
| USD 484 M | +USD 93.8 M | 5 | 9.33% | Aumentadas |
|
| 619 |
Capital Counsel
New York
| USD 484 M | -USD 20.1 M | 5 | 20.59% | Reducidas |
|
| 620 |
Brinker Capital Investments
Berwyn,
Pennsylvania
| USD 482 M | -USD 81.5 M | 15 | 4.11% | Reducidas |
|
| 621 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 480 M | +USD 4.93 M | 11 | 9.15% | Aumentadas |
|
| 622 |
Summit Trail Advisors
New York
| USD 479 M | +USD 163 M | 22 | 6.86% | Aumentadas |
|
| 623 |
Sapient Capital
Indianapolis,
Indiana
| USD 478 M | -USD 163 M | 6 | 7.22% | Reducidas |
|
| 624 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 476 M | -USD 6.15 M | 10 | 15.07% | Reducidas |
|
| 625 |
Atlantic Union Bankshares
Glen Allen,
Virginia
| USD 476 M | +USD 11.5 M | 22 | 9.14% | Aumentadas |
|