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 |
Huntington National Bank
Columbus,
Ohio
| USD 165 M | -USD 5.3 M | 12 | 4.18% | Reducidas |
|
| 477 |
SVB Wealth
Boston,
Massachusetts
| USD 165 M | -USD 2.84 M | 9 | 6.5% | Reducidas |
|
| 478 |
Smith Group Asset Management
Dallas,
Texas
| USD 165 M | +USD 129 M | 6 | 4.87% | Aumentadas |
|
| 479 |
Eminence Capital
New York
| USD 165 M | -USD 49.1 M | 1 | 2.05% | Reducidas |
|
| 480 |
Douglas C. Lane & Associates
New York
| USD 164 M | -USD 2.5 M | 6 | 4.43% | Reducidas |
|
| 481 |
First Foundation Advisors
Irvine,
California
| USD 164 M | +USD 7.5 M | 7 | 11.19% | Aumentadas |
|
| 482 |
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 163 M | +USD 10.6 M | 11 | 7.68% | Aumentadas |
|
| 483 |
AGF Investments Inc
Toronto,
Ontario, Canada
| USD 162 M | -USD 10.7 M | 4 | 1.99% | Reducidas |
|
| 484 |
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 162 M | +USD 166 M | 4 | 2.96% | Nuevas |
|
| 485 |
Castleark Management
Chicago,
Illinois
| USD 162 M | +USD 56.9 M | 5 | 4.86% | Aumentadas |
|
| 486 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 162 M | +USD 3.87 M | 10 | 4.18% | Aumentadas |
|
| 487 |
Sentinel Asset Management
Montpelier,
Vermont
| USD 161 M | -USD 8.89 M | 5 | 4.06% | Reducidas |
|
| 488 |
AA
Ancient Art
Austin,
Texas
| USD 161 M | -USD 1 M | 1 | 29.43% | Reducidas |
|
| 489 |
Santa Barbara Asset Management
Los Angeles,
California
| USD 161 M | +USD 3.57 M | 1 | 3.22% | Aumentadas |
|
| 490 |
IC
Immersion Capital
London,
United Kingdom
| USD 160 M | +USD 149 M | 1 | 65.89% | Nuevas |
|
| 491 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 160 M | +USD 10.9 M | 10 | 3.95% | Aumentadas |
|
| 492 |
CAM
Capstone Asset Management
Houston,
Texas
| USD 159 M | +USD 7.26 M | 12 | 4.57% | Aumentadas |
|
| 493 |
BHG
Blue Harbour Group
Greenwich,
Connecticut
| USD 158 M | -USD 44.2 M | 1 | 5.05% | Reducidas |
|
| 494 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 157 M | -USD 2.33 M | 10 | 7.52% | Reducidas |
|
| 495 |
Veritas Investment Management
London,
United Kingdom
| USD 157 M | +USD 140 k | 5 | 30.02% | Aumentadas |
|
| 496 |
TCM
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
| USD 156 M | -USD 611 k | 2 | 6.22% | Reducidas |
|
| 497 |
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 156 M | -USD 2.25 M | 6 | 8.52% | Reducidas |
|
| 498 |
Dorsal Capital Management
Redwood City,
California
| USD 156 M | +USD 53 M | 2 | 13.56% | Aumentadas |
|
| 499 |
Newbrook Capital Advisors
New York
| USD 155 M | +USD 45.8 M | 2 | 15.79% | Aumentadas |
|
| 500 |
UBS O'Connor
Chicago,
Illinois
| USD 155 M | +USD 29 M | 6 | 1.37% | Aumentadas |
|