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 | |
|---|---|---|---|---|---|---|---|
| 776 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 197 M | -USD 28.4 M | 1 | 7.43% | Reducidas |
|
| 777 |
Boston Financial Management
Boston,
Massachusetts
| USD 197 M | +USD 1.27 M | 6 | 7.12% | Aumentadas |
|
| 778 |
Meag Munich Ergo
Munich,
Germany
| USD 197 M | +USD 6.08 M | 7 | 8.57% | Aumentadas |
|
| 779 |
Avalon Trust
Santa Fe,
New Mexico
| USD 196 M | -USD 4.04 M | 7 | 17.73% | Reducidas |
|
| 780 |
Osterweis Capital Management
San Francisco,
California
| USD 196 M | -USD 19.4 M | 6 | 12.97% | Reducidas |
|
| 781 |
IHL
Investment House LLC
Redondo Beach,
California
| USD 196 M | -USD 15.4 M | 7 | 14.66% | Reducidas |
|
| 782 |
United Services Automobile Association
San Antonio,
Texas
| USD 196 M | +USD 925 k | 8 | 5.61% | Aumentadas |
|
| 783 |
Aureus Asset Management
Boston,
Massachusetts
| USD 196 M | -USD 2.8 M | 5 | 14.66% | Reducidas |
|
| 784 |
Howland Capital Management
Boston,
Massachusetts
| USD 195 M | +USD 4.35 M | 8 | 11.17% | Aumentadas |
|
| 785 |
Avantax Advisory Services
Dallas,
Texas
| USD 194 M | +USD 1.79 M | 15 | 2.22% | Aumentadas |
|
| 786 |
Crake Asset Management
London,
United Kingdom
| USD 194 M | -USD 30.2 M | 4 | 26.21% | Reducidas |
|
| 787 |
Argent Trust Co
Nashville,
Tennessee
| USD 194 M | +USD 15.2 M | 7 | 10.5% | Aumentadas |
|
| 788 |
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 193 M | +USD 1.13 M | 10 | 14.51% | Aumentadas |
|
| 789 |
Westpac Banking Corp
Sydney,
Australia
| USD 193 M | -USD 646 M | 14 | 13.62% | Reducidas |
|
| 790 |
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| USD 193 M | -USD 4.48 M | 8 | 8.84% | Reducidas |
|
| 791 |
Covea Finance
Paris,
France
| USD 192 M | -USD 2.49 M | 3 | 10.49% | Reducidas |
|
| 792 |
CF
Cypress Funds
Los Angeles,
California
| USD 191 M | USD 0 | 2 | 24.04% | Mantenido |
|
| 793 |
SFG
Sather Financial Group
Victoria,
Texas
| USD 191 M | -USD 4.47 M | 4 | 15.26% | Reducidas |
|
| 794 |
HMP
HS Management Partners
New York
| USD 190 M | -USD 72.5 M | 2 | 8.23% | Reducidas |
|
| 795 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 190 M | -USD 8.76 M | 7 | 9.09% | Reducidas |
|
| 796 |
Simplex Trading
Chicago,
Illinois
| USD 189 M | +USD 93.1 M | 22 | 0.16% | Aumentadas |
|
| 797 |
Ingalls & Snyder LLC
New York
| USD 188 M | -USD 1.46 M | 11 | 9.02% | Reducidas |
|
| 798 |
Fullerton Fund Management
Singapore
| USD 188 M | +USD 62.4 M | 4 | 13.15% | Aumentadas |
|
| 799 |
Alpine Associates Management
Palm Beach,
Florida
| USD 188 M | +USD 6.03 M | 1 | 8.47% | Aumentadas |
|
| 800 |
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| USD 188 M | -USD 8.32 M | 6 | 6.9% | Reducidas |
|