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 |
WesBanco Bank
Wheeling,
West Virginia
| USD 166 M | +USD 52.7 M | 9 | 7.39% | Aumentadas |
|
| 702 |
Kinetic Partners Management
Miami,
Florida
| USD 166 M | +USD 179 M | 2 | 28.96% | Nuevas |
|
| 703 |
Braun Stacey Associates
New York
| USD 165 M | -USD 10.4 M | 4 | 9.44% | Reducidas |
|
| 704 |
AMI Asset Management
Los Angeles,
California
| USD 165 M | +USD 13.1 M | 3 | 11.54% | Aumentadas |
|
| 705 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 164 M | +USD 1.21 M | 7 | 9.26% | Aumentadas |
|
| 706 |
Stratos Wealth Partners
Beachwood,
Ohio
| USD 164 M | -USD 2.93 M | 9 | 4.14% | Reducidas |
|
| 707 |
Private Wealth Partners
Mill Valley,
California
| USD 164 M | +USD 7.33 M | 5 | 18.72% | Aumentadas |
|
| 708 |
Capital Group Investment Management
Raffles Quay,
Singapore
| USD 163 M | +USD 168 M | 5 | 6.29% | Nuevas |
|
| 709 |
Klingenstein Fields & Co
New York
| USD 163 M | -USD 8.49 M | 6 | 8.47% | Reducidas |
|
| 710 |
TenCore Partners
New York
| USD 163 M | +USD 21.9 M | 3 | 52.59% | Aumentadas |
|
| 711 |
Alpine Investment Management
Hong Kong
| USD 163 M | +USD 146 M | 1 | 32.14% | Nuevas |
|
| 712 |
PGGM Investments
Zeist,
Netherlands
| USD 162 M | -USD 65.5 M | 7 | 2.84% | Reducidas |
|
| 713 |
Old National Bancorp
Evansville,
Indiana
| USD 162 M | -USD 10 M | 9 | 5.1% | Reducidas |
|
| 714 |
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 162 M | +USD 16.6 M | 22 | 6.5% | Aumentadas |
|
| 715 |
Boston Financial Management
Boston,
Massachusetts
| USD 162 M | -USD 77.7 k | 6 | 6.51% | Reducidas |
|
| 716 |
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 162 M | +USD 900 k | 3 | 26.86% | Aumentadas |
|
| 717 |
MMBG Investment Advisors
Miami,
Florida
| USD 161 M | +USD 5.81 M | 7 | 21.34% | Aumentadas |
|
| 718 |
KCM Investment Advisors
Greenbrae,
California
| USD 160 M | -USD 1.36 M | 6 | 6.89% | Reducidas |
|
| 719 |
Curi RMB Capital
Chicago,
Illinois
| USD 160 M | +USD 716 k | 11 | 5.67% | Aumentadas |
|
| 720 |
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| USD 159 M | +USD 84 M | 7 | 4.65% | Aumentadas |
|
| 721 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 159 M | -USD 12.4 M | 4 | 22.93% | Reducidas |
|
| 722 |
Avenir Corporation
Alexandria,
Virginia
| USD 158 M | -USD 1.59 M | 3 | 15.86% | Reducidas |
|
| 723 |
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| USD 158 M | +USD 3.15 M | 24 | 8.26% | Aumentadas |
|
| 724 |
River Road Asset Management
Louisville,
Kentucky
| USD 158 M | -USD 47.9 M | 3 | 2.16% | Reducidas |
|
| 725 |
Tokio Marine Asset Management
Tokyo,
Japan
| USD 158 M | +USD 6.73 M | 14 | 12.29% | Aumentadas |
|