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 | |
|---|---|---|---|---|---|---|---|
| 901 |
Suncoast Equity Management
Tampa,
Florida
| USD 119 M | -USD 7.08 M | 5 | 20.89% | Reducidas |
|
| 902 |
MRG
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| USD 118 M | +USD 84.9 M | 4 | 34.32% | Aumentadas |
|
| 903 |
Amica Mutual Insurance
Providence,
Rhode Island
| USD 118 M | -USD 297 k | 4 | 14.09% | Reducidas |
|
| 904 |
Reilly Financial Advisors
La Mesa,
California
| USD 118 M | +USD 4.23 M | 17 | 12.64% | Aumentadas |
|
| 905 |
Equitable Trust
Nashville,
Tennessee
| USD 118 M | -USD 4.83 M | 8 | 10.04% | Reducidas |
|
| 906 |
WAM
WT Asset Management
Hong Kong
| USD 118 M | +USD 109 M | 2 | 27.73% | Nuevas |
|
| 907 |
Frontier Capital Management
Boston,
Massachusetts
| USD 117 M | +USD 39.2 M | 1 | 1.02% | Aumentadas |
|
| 908 |
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 117 M | -USD 2.27 M | 14 | 16.05% | Reducidas |
|
| 909 |
EULAV Asset Management
Sarasota,
Florida
| USD 117 M | -USD 315 k | 5 | 3.45% | Reducidas |
|
| 910 |
NWQ Investment Management Company
Los Angeles,
California
| USD 117 M | -USD 11.5 M | 4 | 5.28% | Reducidas |
|
| 911 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 117 M | -USD 68.3 M | 6 | 6.33% | Reducidas |
|
| 912 |
Empire Life Investments
Toronto,
Ontario, Canada
| USD 117 M | -USD 17.3 M | 4 | 9.39% | Reducidas |
|
| 913 |
Delta Asset Management
Memphis,
Tennessee
| USD 117 M | -USD 1.47 M | 10 | 14.01% | Reducidas |
|
| 914 |
YHB Investment Advisors
West Hartford,
Connecticut
| USD 117 M | +USD 13.5 M | 7 | 12.64% | Aumentadas |
|
| 915 |
BWA
Brave Warrior Advisors
New York
| USD 116 M | -USD 132 M | 3 | 5.19% | Reducidas |
|
| 916 |
Eventide Asset Management
Boston,
Massachusetts
| USD 116 M | +USD 882 k | 2 | 2.27% | Aumentadas |
|
| 917 |
Montag & Associates
Atlanta,
Georgia
| USD 116 M | -USD 3.79 M | 9 | 9.37% | Reducidas |
|
| 918 |
Center Lake Capital Management
West Palm Beach,
Florida
| USD 116 M | -USD 13.5 M | 3 | 24.3% | Reducidas |
|
| 919 |
Cetera Advisors
Denver,
Colorado
| USD 116 M | +USD 4.01 M | 12 | 4.35% | Aumentadas |
|
| 920 |
Richard Bernstein Advisors
New York
| USD 116 M | USD 0 | 7 | 3.25% | Mantenido |
|
| 921 |
Taurus Asset Management
New York
| USD 115 M | -USD 6.56 M | 5 | 14.24% | Reducidas |
|
| 922 |
Madison Asset Management
Madison,
Wisconsin
| USD 115 M | -USD 5.2 M | 6 | 1.92% | Reducidas |
|
| 923 |
AP
Archon Partners
Princeton Junction,
New Jersey
| USD 115 M | +USD 10.1 M | 5 | 18.09% | Aumentadas |
|
| 924 |
HAP Trading
New York
| USD 115 M | +USD 33.9 M | 8 | 5.66% | Aumentadas |
|
| 925 |
Taikang Asset Management (HK)
Hong Kong
| USD 115 M | +USD 19.8 M | 6 | 17.73% | Aumentadas |
|