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 | |
|---|---|---|---|---|---|---|---|
| 701 |
Madison Asset Management
Madison,
Wisconsin
| USD 459 M | -USD 12.7 M | 5 | 5.47% | Reducidas |
|
| 702 |
Daymark Wealth Partners
Cincinnati,
Ohio
| USD 456 M | +USD 47.6 M | 14 | 11.13% | Aumentadas |
|
| 703 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 454 M | -USD 18.3 M | 4 | 4.02% | Reducidas |
|
| 704 |
Vest Financial
Mclean,
Virginia
| USD 454 M | +USD 31 M | 10 | 4.76% | Aumentadas |
|
| 705 |
Magellan Asset Management
Sydney,
Australia
| USD 453 M | -USD 959 M | 4 | 10.13% | Reducidas |
|
| 706 |
MFF Capital Investments Ltd
Sydney,
| USD 453 M | -USD 8.61 M | 4 | 27.46% | Reducidas |
|
| 707 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 452 M | -USD 37.5 M | 2 | 18.17% | Reducidas |
|
| 708 |
Metis Global Partners
San Diego,
California
| USD 452 M | -USD 41.1 M | 14 | 10.26% | Reducidas |
|
| 709 |
RiverFront Investment Group
Richmond,
Virginia
| USD 450 M | +USD 52.1 M | 8 | 5.95% | Aumentadas |
|
| 710 |
BOK Financial
Tulsa,
Oklahoma
| USD 450 M | -USD 6.31 M | 19 | 6.2% | Reducidas |
|
| 711 |
Select Equity Group
New York
| USD 450 M | +USD 54.1 M | 5 | 2.22% | Aumentadas |
|
| 712 |
Stock Yards Bank & Trust
Louisville,
Kentucky
| USD 450 M | -USD 11 M | 7 | 12.87% | Reducidas |
|
| 713 |
Westwood Holdings Group
Dallas,
Texas
| USD 449 M | -USD 52.7 M | 15 | 3.39% | Reducidas |
|
| 714 |
AG2R La Mondiale Gestion d'Actifs
Paris,
France
| USD 449 M | +USD 51.8 M | 14 | 16.29% | Aumentadas |
|
| 715 |
Benjamin Edwards Inc
Clayton,
Missouri
| USD 448 M | +USD 58.6 M | 17 | 4.09% | Aumentadas |
|
| 716 |
Greenleaf Trust
Kalamazoo,
Michigan
| USD 447 M | -USD 4.43 M | 14 | 4.31% | Reducidas |
|
| 717 |
Envestnet Portfolio Solutions
Chicago,
Illinois
| USD 447 M | +USD 47.9 M | 19 | 2.14% | Aumentadas |
|
| 718 |
Prospera Financial Services
Dallas,
Texas
| USD 447 M | -USD 3.94 M | 16 | 6.49% | Reducidas |
|
| 719 |
Northeast Investment Management
Boston,
Massachusetts
| USD 446 M | +USD 15 M | 7 | 16.44% | Aumentadas |
|
| 720 |
Freestone Capital Holdings
Seattle,
Washington
| USD 444 M | +USD 29.1 M | 13 | 11.51% | Aumentadas |
|
| 721 |
Munro Partners
Melbourne,
Australia
| USD 443 M | +USD 93 M | 2 | 9.75% | Aumentadas |
|
| 722 |
Bailard
Foster City,
California
| USD 442 M | +USD 3.76 M | 12 | 9.01% | Aumentadas |
|
| 723 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 442 M | USD 0 | 1 | 6.36% | Mantenido |
|
| 724 |
Park Avenue Securities
New York
| USD 441 M | +USD 56.7 M | 19 | 2.75% | Aumentadas |
|
| 725 |
Summit Partners Public Asset Management
Boston,
Massachusetts
| USD 440 M | +USD 48.7 M | 6 | 7.74% | Aumentadas |
|