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 |
Hancock Whitney
Gulfport,
Mississippi
| USD 200 M | -USD 547 k | 8 | 8.04% | Reducidas |
|
| 702 |
Melqart Asset Management
London,
United Kingdom
| USD 200 M | +USD 82.5 M | 3 | 14.72% | Aumentadas |
|
| 703 |
Private Wealth Partners
Mill Valley,
California
| USD 199 M | +USD 2.94 M | 6 | 19.87% | Aumentadas |
|
| 704 |
Old National Bancorp
Evansville,
Indiana
| USD 199 M | +USD 5.03 M | 8 | 6.08% | Aumentadas |
|
| 705 |
GW&K Investment Management
Boston,
Massachusetts
| USD 198 M | +USD 10.2 M | 8 | 1.92% | Aumentadas |
|
| 706 |
Tokio Marine Asset Management
Tokyo,
Japan
| USD 198 M | +USD 8.84 M | 14 | 13.8% | Aumentadas |
|
| 707 |
PGGM Investments
Zeist,
Netherlands
| USD 198 M | +USD 4.44 M | 8 | 3.32% | Aumentadas |
|
| 708 |
AMI Asset Management
Los Angeles,
California
| USD 196 M | -USD 1.3 M | 3 | 12.53% | Reducidas |
|
| 709 |
Tidal Investments
Milwaukee,
Wisconsin
| USD 195 M | +USD 14.9 M | 20 | 6.43% | Aumentadas |
|
| 710 |
YCG LLC
Austin,
Texas
| USD 195 M | -USD 213 k | 4 | 19.07% | Reducidas |
|
| 711 |
Martingale Asset Management
Boston,
Massachusetts
| USD 195 M | -USD 26.3 M | 10 | 3.76% | Reducidas |
|
| 712 |
Eastern Bank
Boston,
Massachusetts
| USD 194 M | +USD 16 M | 6 | 9.77% | Aumentadas |
|
| 713 |
WesBanco Bank
Wheeling,
West Virginia
| USD 194 M | +USD 389 k | 8 | 8.42% | Aumentadas |
|
| 714 |
NorthCrest Asset Manangement
Plymouth,
Minnesota
| USD 194 M | +USD 19.1 M | 10 | 8.08% | Aumentadas |
|
| 715 |
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 193 M | +USD 3.83 M | 3 | 28.38% | Aumentadas |
|
| 716 |
Freestone Capital Holdings
Seattle,
Washington
| USD 193 M | -USD 5.71 M | 11 | 8.55% | Reducidas |
|
| 717 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 193 M | +USD 6.06 M | 1 | 7.85% | Aumentadas |
|
| 718 |
Avenir Corporation
Alexandria,
Virginia
| USD 192 M | +USD 1.16 M | 3 | 18.16% | Aumentadas |
|
| 719 |
Guinness Asset Management
London,
United Kingdom
| USD 192 M | +USD 12 M | 4 | 4.87% | Aumentadas |
|
| 720 |
Maj Invest Holding A/S
Copenhagen K,
Denmark
| USD 192 M | -USD 46.8 M | 1 | 5.03% | Reducidas |
|
| 721 |
KCM Investment Advisors
Greenbrae,
California
| USD 191 M | -USD 84.2 k | 6 | 7.75% | Reducidas |
|
| 722 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 191 M | +USD 4.04 M | 8 | 10.56% | Aumentadas |
|
| 723 |
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| USD 191 M | +USD 3.75 M | 24 | 9.35% | Aumentadas |
|
| 724 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 190 M | USD 0 | 4 | 23.41% | Mantenido |
|
| 725 |
GC
Gobi Capital
San Francisco,
California
| USD 190 M | +USD 10.8 M | 1 | 13.57% | Aumentadas |
|