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 |
Metropolis Capital
Amersham,
United Kingdom
| USD 217 M | +USD 16.9 M | 2 | 18.77% | Aumentadas |
|
| 702 |
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 217 M | -USD 423 k | 5 | 26.72% | Reducidas |
|
| 703 |
Vantage Investment Partners
Kansas City,
Missouri
| USD 216 M | +USD 23.2 M | 3 | 10.53% | Aumentadas |
|
| 704 |
Atria Investments
Charlotte,
North Carolina
| USD 216 M | +USD 16.9 M | 10 | 4.78% | Aumentadas |
|
| 705 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| USD 214 M | -USD 183 M | 7 | 3.1% | Reducidas |
|
| 706 |
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 214 M | -USD 2.26 M | 6 | 28.27% | Reducidas |
|
| 707 |
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 214 M | -USD 54.2 M | 4 | 25.71% | Reducidas |
|
| 708 |
Independent Advisor Alliance
Charlotte,
North Carolina
| USD 213 M | +USD 11.7 M | 11 | 12.61% | Aumentadas |
|
| 709 |
Badgley, Phelps & Bell
Seattle,
Washington
| USD 212 M | -USD 17.3 M | 8 | 8.8% | Reducidas |
|
| 710 |
Weitz Investment Management
Omaha,
Nebraska
| USD 212 M | -USD 15.6 M | 4 | 9.36% | Reducidas |
|
| 711 |
CA
Cornerstone Advisors
Asheville,
North Carolina
| USD 212 M | -USD 52 M | 4 | 18.55% | Reducidas |
|
| 712 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 211 M | -USD 46.1 M | 11 | 3.64% | Reducidas |
|
| 713 |
O'Shares Investment Advisers
Boston,
Massachusetts
| USD 209 M | +USD 13.4 M | 12 | 15.56% | Aumentadas |
|
| 714 |
Investment House LLC
Redondo Beach,
California
| USD 209 M | -USD 36.5 M | 8 | 16.19% | Reducidas |
|
| 715 |
Hexavest
Montreal,
Quebec, Canada
| USD 209 M | -USD 46 M | 11 | 9.26% | Reducidas |
|
| 716 |
Klingenstein Fields & Co
New York
| USD 208 M | -USD 2.43 M | 5 | 9.43% | Reducidas |
|
| 717 |
TimesSquare Capital Management
New York
| USD 208 M | -USD 55.2 M | 4 | 1.78% | Reducidas |
|
| 718 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| USD 208 M | -USD 21.8 M | 8 | 9.12% | Reducidas |
|
| 719 |
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| USD 208 M | +USD 4.22 M | 7 | 7.28% | Aumentadas |
|
| 720 |
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| USD 208 M | +USD 4.44 M | 6 | 18.8% | Aumentadas |
|
| 721 |
Raymond James Trust
St. Petersburg,
Florida
| USD 207 M | +USD 7.26 M | 13 | 7.23% | Aumentadas |
|
| 722 |
AH Equity Partners III (Parallel)
Menlo Park,
California
| USD 207 M | +USD 203 M | 1 | 53.09% | Nuevas |
|
| 723 |
Castleark Management
Chicago,
Illinois
| USD 206 M | -USD 8.85 M | 5 | 7.42% | Reducidas |
|
| 724 |
Maryland Capital Management
Towson,
Maryland
| USD 205 M | +USD 2.9 M | 8 | 13.7% | Aumentadas |
|
| 725 |
Aureus Asset Management
Boston,
Massachusetts
| USD 205 M | +USD 4.01 M | 6 | 15.89% | Aumentadas |
|