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 |
Findlay Park Partners
London,
United Kingdom
| USD 330 M | -USD 203 M | 1 | 3.28% | Reducidas |
|
| 702 |
NZS Capital
Denver,
Colorado
| USD 330 M | -USD 69.3 M | 4 | 14.03% | Reducidas |
|
| 703 |
Andra AP-fonden
Goteborg,
Sweden
| USD 327 M | -USD 12.6 M | 11 | 5.23% | Reducidas |
|
| 704 |
WesBanco Bank
Wheeling,
West Virginia
| USD 326 M | -USD 7.34 M | 9 | 11.14% | Reducidas |
|
| 705 |
Meritage Group
San Francisco,
California
| USD 326 M | USD 0 | 1 | 7.77% | Mantenido |
|
| 706 |
Hancock Whitney
Gulfport,
Mississippi
| USD 326 M | +USD 7.32 M | 8 | 10.3% | Aumentadas |
|
| 707 |
Guinness Asset Management
London,
United Kingdom
| USD 325 M | +USD 21 M | 4 | 6.1% | Aumentadas |
|
| 708 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 324 M | -USD 14.2 M | 7 | 4.46% | Reducidas |
|
| 709 |
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 324 M | -USD 2.73 M | 10 | 7.44% | Reducidas |
|
| 710 |
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 323 M | -USD 6.83 M | 14 | 17.09% | Reducidas |
|
| 711 |
Freestone Grove Partners
San Francisco,
California
| USD 322 M | +USD 302 M | 5 | 3.94% | Nuevas |
|
| 712 |
GMT Capital
Atlanta,
Georgia
| USD 322 M | -USD 30 M | 7 | 15.68% | Reducidas |
|
| 713 |
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 321 M | -USD 6.79 M | 5 | 14.82% | Reducidas |
|
| 714 |
Motley Fool Asset Management
Alexandria,
Virginia
| USD 321 M | +USD 34.8 M | 9 | 16.71% | Aumentadas |
|
| 715 |
Old National Bancorp
Evansville,
Indiana
| USD 320 M | +USD 1.87 M | 9 | 7.59% | Aumentadas |
|
| 716 |
Laird Norton Wetherby Trust Company
Seattle,
Washington
| USD 320 M | -USD 23.8 M | 4 | 43.81% | Reducidas |
|
| 717 |
SBI Securities
Tokyo,
Japan
| USD 320 M | +USD 308 M | 42 | 9.87% | Nuevas |
|
| 718 |
Integrated Wealth Concepts
Waltham,
Massachusetts
| USD 319 M | +USD 28.8 M | 17 | 3.71% | Aumentadas |
|
| 719 |
Klingenstein Fields & Co
New York
| USD 319 M | -USD 3.23 M | 5 | 12.86% | Reducidas |
|
| 720 |
Corvex Management
New York
| USD 319 M | +USD 9.7 M | 3 | 8.79% | Aumentadas |
|
| 721 |
Focused Investors
Los Angeles,
California
| USD 319 M | -USD 2.87 M | 2 | 10.07% | Reducidas |
|
| 722 |
Pamplona Capital Management
New York
| USD 319 M | +USD 304 M | 2 | 45.33% | Nuevas |
|
| 723 |
Capula Management
Grand Cayman,
Cayman Islands
| USD 318 M | -USD 72.2 M | 9 | 1.85% | Reducidas |
|
| 724 |
Meag Munich Ergo
Munich,
Germany
| USD 317 M | -USD 411 k | 8 | 10.02% | Reducidas |
|
| 725 |
Tudor Investment Corp
Stamford,
Connecticut
| USD 316 M | +USD 17.1 M | 12 | 1.2% | Aumentadas |
|