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 | |
|---|---|---|---|---|---|---|---|
| 751 |
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 300 M | +USD 1.99 M | 15 | 11.42% | Aumentadas |
|
| 752 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| USD 300 M | +USD 13.7 M | 6 | 2.18% | Aumentadas |
|
| 753 |
Select Equity Group
New York
| USD 298 M | +USD 25 M | 3 | 1.18% | Aumentadas |
|
| 754 |
Americana Partners
Houston,
Texas
| USD 297 M | +USD 174 M | 7 | 12.1% | Aumentadas |
|
| 755 |
Investment House LLC
Redondo Beach,
California
| USD 296 M | -USD 7.68 M | 8 | 16.12% | Reducidas |
|
| 756 |
KCM Investment Advisors
Greenbrae,
California
| USD 293 M | -USD 2.04 M | 6 | 10.1% | Reducidas |
|
| 757 |
AIA Group
Hong Kong
| USD 292 M | +USD 12.8 M | 9 | 7.06% | Aumentadas |
|
| 758 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 292 M | +USD 103 M | 1 | 6.33% | Aumentadas |
|
| 759 |
Argent Trust Co
Nashville,
Tennessee
| USD 292 M | +USD 2.08 M | 8 | 11.9% | Aumentadas |
|
| 760 |
Perigon Wealth Management
San Francisco,
California
| USD 291 M | +USD 5.8 M | 18 | 7.16% | Aumentadas |
|
| 761 |
Mission Wealth Management
Santa Barbara,
California
| USD 291 M | -USD 177 k | 12 | 6.79% | Reducidas |
|
| 762 |
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 291 M | -USD 1.63 M | 6 | 27.06% | Reducidas |
|
| 763 |
Benjamin Edwards Inc
Clayton,
Missouri
| USD 291 M | +USD 8.68 M | 14 | 4.16% | Aumentadas |
|
| 764 |
Davidson Investment Advisors
Great Falls,
Montana
| USD 290 M | -USD 7.29 M | 5 | 14.11% | Reducidas |
|
| 765 |
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 290 M | +USD 6.13 M | 9 | 9.57% | Aumentadas |
|
| 766 |
Martin Currie
Edinburgh,
United Kingdom
| USD 289 M | +USD 9.8 M | 3 | 10.61% | Aumentadas |
|
| 767 |
Baker Avenue Asset Management
San Francisco,
California
| USD 288 M | +USD 13.6 M | 9 | 8.81% | Aumentadas |
|
| 768 |
Apollo Management Holdings
New York
| USD 286 M | USD 0 | 1 | 3.95% | Mantenido |
|
| 769 |
Seilern Investment Management
London,
United Kingdom
| USD 285 M | +USD 278 M | 2 | 16.24% | Nuevas |
|
| 770 |
Equitable Holdings
New York
| USD 285 M | +USD 19.6 M | 12 | 2.71% | Aumentadas |
|
| 771 |
DCP
Darsana Capital Partners
New York
| USD 284 M | -USD 87.5 M | 1 | 8.64% | Reducidas |
|
| 772 |
Wolverine Trading
Chicago,
Illinois
| USD 284 M | +USD 103 M | 21 | 0.27% | Aumentadas |
|
| 773 |
ARK Investment Management
St. Petersburg,
Florida
| USD 284 M | +USD 112 M | 5 | 2.36% | Aumentadas |
|
| 774 |
F/M Investments
Washington,
District of Columbia
| USD 283 M | -USD 31.1 M | 7 | 10.45% | Reducidas |
|
| 775 |
Mondrian Investment Partners
London,
United Kingdom
| USD 283 M | +USD 32.6 M | 4 | 4.68% | Aumentadas |
|