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 | |
|---|---|---|---|---|---|---|---|
| 801 |
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 339 M | -USD 32.6 M | 11 | 6.83% | Reducidas |
|
| 802 |
Maple Capital Management
Montpelier,
Vermont
| USD 339 M | +USD 4.3 M | 6 | 22.23% | Aumentadas |
|
| 803 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 338 M | +USD 160 k | 7 | 5.61% | Aumentadas |
|
| 804 |
Mane Global Capital Management
New York
| USD 338 M | +USD 87.4 M | 8 | 15.38% | Aumentadas |
|
| 805 |
Mizuho Markets Americas
New York
| USD 338 M | +USD 135 M | 8 | 6.37% | Aumentadas |
|
| 806 |
Joel Isaacson & Co
New York
| USD 338 M | -USD 340 k | 8 | 12.2% | Reducidas |
|
| 807 |
Triglav Skladi
Ljubljana,
Slovenia
| USD 338 M | +USD 6.68 M | 7 | 22.11% | Aumentadas |
|
| 808 |
AMI Asset Management
Los Angeles,
California
| USD 335 M | +USD 9.5 M | 4 | 18.73% | Aumentadas |
|
| 809 |
Rakuten Investment Management
Tokyo,
Japan
| USD 334 M | +USD 457 M | 16 | 1.19% | Nuevas |
|
| 810 |
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 334 M | -USD 3.47 M | 5 | 27.84% | Reducidas |
|
| 811 |
NZS Capital
Denver,
Colorado
| USD 334 M | -USD 54.6 M | 4 | 10.22% | Reducidas |
|
| 812 |
Perigon Wealth Management
San Francisco,
California
| USD 333 M | +USD 6 M | 19 | 6.8% | Aumentadas |
|
| 813 |
Brookstone Capital Management
Wheaton,
Illinois
| USD 333 M | +USD 1.61 M | 10 | 3.98% | Aumentadas |
|
| 814 |
DAM
Davis Asset Management
Sausalito,
California
| USD 333 M | USD 0 | 2 | 11.85% | Mantenido |
|
| 815 |
Foundations Investment Advisors
Phoenix,
Arizona
| USD 333 M | +USD 18.5 M | 12 | 4.84% | Aumentadas |
|
| 816 |
AG2R La Mondiale Gestion d'Actifs
Paris,
France
| USD 332 M | USD 0 | 11 | 17.06% | Mantenido |
|
| 817 |
PGGM Investments
Zeist,
Netherlands
| USD 331 M | +USD 5.85 M | 2 | 5.35% | Aumentadas |
|
| 818 |
Trust Company of Vermont
Brattleboro,
Vermont
| USD 331 M | +USD 4.12 M | 13 | 14.4% | Aumentadas |
|
| 819 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 330 M | -USD 6.56 M | 7 | 6.69% | Reducidas |
|
| 820 |
Sachem Head Capital Management
New York
| USD 330 M | USD 0 | 1 | 9.32% | Mantenido |
|
| 821 |
VCM
Violich Capital Management
San Francisco,
California
| USD 328 M | +USD 11.7 M | 5 | 39.01% | Aumentadas |
|
| 822 |
Lyrical Asset Management
New York
| USD 328 M | +USD 309 M | 1 | 4.62% | Nuevas |
|
| 823 |
Empirical Finance
Havertown,
Pennsylvania
| USD 327 M | +USD 3.23 M | 9 | 15.57% | Aumentadas |
|
| 824 |
Metropolis Capital
Amersham,
United Kingdom
| USD 327 M | -USD 136 M | 1 | 10.28% | Reducidas |
|
| 825 |
ExodusPoint Capital Management
New York
| USD 326 M | +USD 55.2 M | 17 | 3.33% | Aumentadas |
|