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 | |
|---|---|---|---|---|---|---|---|
| 626 |
Bowie Capital Management
Richardson,
Texas
| USD 457 M | -USD 67.3 M | 4 | 21.37% | Reducidas |
|
| 627 |
EC
Eminence Capital
New York
| USD 456 M | +USD 63.4 M | 2 | 5.49% | Aumentadas |
|
| 628 |
BOK Financial
Tulsa,
Oklahoma
| USD 455 M | -USD 3.74 M | 19 | 7.37% | Reducidas |
|
| 629 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 454 M | -USD 20.1 M | 17 | 1.08% | Reducidas |
|
| 630 |
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 451 M | -USD 313 k | 17 | 14.3% | Reducidas |
|
| 631 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 450 M | -USD 32 M | 7 | 13.57% | Reducidas |
|
| 632 |
Metropolis Capital
Amersham,
United Kingdom
| USD 448 M | -USD 64 M | 2 | 14.2% | Reducidas |
|
| 633 |
Tokio Marine Asset Management
Tokyo,
Japan
| USD 445 M | -USD 7.21 M | 13 | 17.02% | Reducidas |
|
| 634 |
Wilmington Savings Fund Society
Wilmington,
Delaware
| USD 443 M | -USD 13 M | 20 | 7.87% | Reducidas |
|
| 635 |
Stratos Wealth Partners
Beachwood,
Ohio
| USD 441 M | +USD 18.1 M | 14 | 5.96% | Aumentadas |
|
| 636 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 441 M | -USD 30.2 M | 3 | 19.29% | Reducidas |
|
| 637 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 439 M | -USD 44.5 M | 16 | 15.54% | Reducidas |
|
| 638 |
Stephens Inc
Little Rock,
Arkansas
| USD 439 M | +USD 16.1 M | 10 | 6.03% | Aumentadas |
|
| 639 |
Allianz
Munich,
Germany
| USD 438 M | +USD 6.1 M | 12 | 10.36% | Aumentadas |
|
| 640 |
Securian Asset Management
St Paul,
Minnesota
| USD 437 M | -USD 5.27 M | 11 | 12.46% | Reducidas |
|
| 641 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
| USD 434 M | +USD 297 M | 4 | 8.3% | Aumentadas |
|
| 642 |
Stock Yards Bank & Trust
Louisville,
Kentucky
| USD 432 M | -USD 28.1 k | 7 | 14.44% | Reducidas |
|
| 643 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 430 M | -USD 56.8 M | 3 | 19% | Reducidas |
|
| 644 |
Coldstream Capital Management
Bellevue,
Washington
| USD 429 M | -USD 1.02 M | 16 | 7.02% | Reducidas |
|
| 645 |
Andra AP-fonden
Goteborg,
Sweden
| USD 429 M | +USD 7.02 M | 16 | 5.97% | Aumentadas |
|
| 646 |
Independent Advisor Alliance
Charlotte,
North Carolina
| USD 429 M | -USD 2.02 M | 14 | 12.36% | Reducidas |
|
| 647 |
Castleark Management
Chicago,
Illinois
| USD 427 M | +USD 73.4 M | 7 | 12.84% | Aumentadas |
|
| 648 |
CA
Cornerstone Advisors
Asheville,
North Carolina
| USD 426 M | +USD 34.4 M | 5 | 14.63% | Aumentadas |
|
| 649 |
TFP
Triple Frond Partners
San Francisco,
California
| USD 422 M | USD 0 | 3 | 47.76% | Mantenido |
|
| 650 |
BG
Bollard Group
Boston,
Massachusetts
| USD 421 M | +USD 39.6 M | 7 | 9.63% | Aumentadas |
|