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 | |
|---|---|---|---|---|---|---|---|
| 451 |
Dragoneer Investment Group
San Francisco,
California
| USD 292 M | +USD 39.9 M | 2 | 23.83% | Aumentadas |
|
| 452 |
Gabelli Funds
Rye,
New York
| USD 291 M | -USD 346 k | 10 | 1.67% | Reducidas |
|
| 453 |
Beck Mack & Oliver
New York
| USD 289 M | -USD 10.7 M | 6 | 9.19% | Reducidas |
|
| 454 |
Congress Asset Management
Boston,
Massachusetts
| USD 289 M | -USD 7.08 M | 6 | 3.74% | Reducidas |
|
| 455 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 288 M | +USD 26.4 M | 15 | 5.97% | Aumentadas |
|
| 456 |
Securian Asset Management
St Paul,
Minnesota
| USD 288 M | +USD 1.71 M | 11 | 6.84% | Aumentadas |
|
| 457 |
Light Street Capital Management
Palo Alto,
California
| USD 286 M | -USD 43.4 M | 4 | 19.53% | Reducidas |
|
| 458 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 286 M | +USD 58.9 M | 12 | 10.75% | Aumentadas |
|
| 459 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 283 M | -USD 9.5 M | 9 | 3.5% | Reducidas |
|
| 460 |
Rheos Capital Works
Tokyo,
Japan
| USD 282 M | -USD 70.1 M | 3 | 40.57% | Reducidas |
|
| 461 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 280 M | -USD 24.9 M | 8 | 9.5% | Reducidas |
|
| 462 |
SVB Wealth
Boston,
Massachusetts
| USD 280 M | -USD 4.47 M | 9 | 9.9% | Reducidas |
|
| 463 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 279 M | -USD 11.9 M | 4 | 6.09% | Reducidas |
|
| 464 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 278 M | -USD 10 M | 5 | 18.75% | Reducidas |
|
| 465 |
Simplex Trading
Chicago,
Illinois
| USD 277 M | +USD 119 M | 14 | 0.89% | Aumentadas |
|
| 466 |
HBK Investments
Dallas,
Texas
| USD 277 M | +USD 44.6 M | 12 | 2.2% | Aumentadas |
|
| 467 |
Eagle Asset Management
St Petersburg,
Florida
| USD 276 M | -USD 66.4 M | 9 | 1.34% | Reducidas |
|
| 468 |
Truist Financial
Charlotte,
North Carolina
| USD 275 M | -USD 2.37 M | 12 | 4.94% | Reducidas |
|
| 469 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 275 M | -USD 45.8 M | 6 | 13.23% | Reducidas |
|
| 470 |
Oppenheimer & Co
New York
| USD 274 M | +USD 2.09 M | 13 | 6.97% | Aumentadas |
|
| 471 |
Element Capital Management
New York
| USD 274 M | +USD 146 M | 12 | 5.48% | Aumentadas |
|
| 472 |
Dorsal Capital Management
Redwood City,
California
| USD 271 M | -USD 30.1 M | 2 | 15.69% | Reducidas |
|
| 473 |
HP
Hound Partners
New York
| USD 270 M | +USD 37.8 M | 3 | 6.26% | Aumentadas |
|
| 474 |
Fiduciary Trust
Boston,
Massachusetts
| USD 269 M | -USD 5.59 M | 9 | 7.55% | Reducidas |
|
| 475 |
Senator Investment Group
New York
| USD 269 M | -USD 47.9 M | 1 | 3.46% | Reducidas |
|