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 | |
|---|---|---|---|---|---|---|---|
| 476 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 113 M | +USD 23 M | 3 | 18.92% | Aumentadas |
|
| 477 |
Capital International
Los Angeles,
California
| USD 112 M | -USD 4.32 M | 5 | 7.04% | Reducidas |
|
| 478 |
Columbia Wanger Asset Management
Chicago,
Illinois
| USD 112 M | +USD 32.7 M | 1 | 0.44% | Aumentadas |
|
| 479 |
Oppenheimer & Co
New York
| USD 111 M | +USD 9.7 M | 10 | 3.34% | Aumentadas |
|
| 480 |
Impax Asset Management
Portsmouth,
New Hampshire
| USD 110 M | +USD 24 M | 6 | 7.06% | Aumentadas |
|
| 481 |
JFB Holdings Corp
Atlanta,
Georgia
| USD 110 M | +USD 2.68 M | 1 | 3.45% | Aumentadas |
|
| 482 |
Todd Asset Management
Louisville,
Kentucky
| USD 110 M | -USD 11.2 M | 4 | 3.18% | Reducidas |
|
| 483 |
WestEnd Advisors
Charlotte,
North Carolina
| USD 110 M | -USD 45.3 M | 1 | 5.36% | Reducidas |
|
| 484 |
Cannell & Co
New York
| USD 109 M | +USD 34.6 M | 5 | 3.57% | Aumentadas |
|
| 485 |
United Capital Financial Advisors
Irving,
Texas
| USD 109 M | +USD 18.3 M | 7 | 2.32% | Aumentadas |
|
| 486 |
SA
Smithwood Advisers
Los Angeles,
California
| USD 107 M | -USD 125 M | 3 | 7.54% | Reducidas |
|
| 487 |
TCTC Holdings
Dallas,
Texas
| USD 107 M | +USD 859 k | 4 | 6.17% | Aumentadas |
|
| 488 |
GLG Partners
London,
United Kingdom
| USD 107 M | +USD 62.9 M | 4 | 2.1% | Aumentadas |
|
| 489 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 107 M | -USD 779 k | 6 | 7.7% | Reducidas |
|
| 490 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 106 M | -USD 30.6 M | 2 | 18.05% | Reducidas |
|
| 491 |
PC
Passport Capital
San Francisco,
California
| USD 106 M | -USD 15.8 M | 2 | 2.93% | Reducidas |
|
| 492 |
EARNEST Partners
Atlanta,
Georgia
| USD 105 M | -USD 865 k | 2 | 0.84% | Reducidas |
|
| 493 |
Valiant Capital Management
San Francisco,
California
| USD 105 M | +USD 23.2 M | 1 | 12.85% | Aumentadas |
|
| 494 |
WesBanco Bank
Wheeling,
West Virginia
| USD 104 M | -USD 2.61 M | 6 | 5.93% | Reducidas |
|
| 495 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 104 M | +USD 9.28 M | 7 | 2.52% | Aumentadas |
|
| 496 |
UBS O'Connor
Chicago,
Illinois
| USD 104 M | -USD 13.9 M | 1 | 1.97% | Reducidas |
|
| 497 |
Bridgewater Associates
Westport,
Connecticut
| USD 103 M | +USD 16.7 M | 8 | 0.84% | Aumentadas |
|
| 498 |
Becker Capital Management
Portland,
Oregon
| USD 103 M | +USD 31.4 M | 5 | 4.21% | Aumentadas |
|
| 499 |
Hudson Edge Investment Partners
Jersey City,
New Jersey
| USD 102 M | -USD 1.06 M | 3 | 3.88% | Reducidas |
|
| 500 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
| USD 102 M | -USD 1.44 M | 5 | 4.45% | Reducidas |
|