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 |
Newbrook Capital Advisors
New York
| USD 215 M | -USD 21.7 M | 2 | 15.53% | Reducidas |
|
| 477 |
PCM
Palestra Capital Management
New York
| USD 214 M | +USD 82.6 M | 3 | 13.24% | Aumentadas |
|
| 478 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 213 M | +USD 32.3 M | 9 | 3.03% | Aumentadas |
|
| 479 |
HCM
Highline Capital Management
New York
| USD 211 M | +USD 98.2 M | 2 | 5.99% | Aumentadas |
|
| 480 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 211 M | -USD 5.06 M | 8 | 8.02% | Reducidas |
|
| 481 |
HM Payson & Co
Portland,
Maine
| USD 209 M | -USD 12.7 M | 7 | 9.01% | Reducidas |
|
| 482 |
FTCM
Fir Tree Capital Management
New York
| USD 209 M | -USD 95.8 M | 2 | 5.96% | Reducidas |
|
| 483 |
Markel Group
Glen Allen,
Virginia
| USD 208 M | +USD 21.5 M | 5 | 4.13% | Aumentadas |
|
| 484 |
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 207 M | +USD 10.3 M | 12 | 18.41% | Aumentadas |
|
| 485 |
Broad Run Investment Management
Arlington,
Virginia
| USD 207 M | -USD 59.6 k | 2 | 6.93% | Reducidas |
|
| 486 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 206 M | +USD 54.2 M | 7 | 4.31% | Aumentadas |
|
| 487 |
WP
Wedgewood Partners
St Louis,
Missouri
| USD 206 M | -USD 24.3 M | 2 | 7.02% | Reducidas |
|
| 488 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 206 M | +USD 48.5 M | 6 | 2.47% | Aumentadas |
|
| 489 |
Rathbones Group
Liverpool,
United Kingdom
| USD 204 M | +USD 3.41 M | 7 | 8.9% | Aumentadas |
|
| 490 |
SVB Wealth
Boston,
Massachusetts
| USD 204 M | -USD 581 k | 9 | 7.85% | Reducidas |
|
| 491 |
World Asset Management
Detroit,
Michigan
| USD 203 M | -USD 1.22 M | 13 | 6.73% | Reducidas |
|
| 492 |
Harvest Fund Management
Beijing,
China
| USD 201 M | -USD 33.2 M | 4 | 27.64% | Reducidas |
|
| 493 |
HI
Honeywell International
Charlotte,
North Carolina
| USD 200 M | +USD 47.7 M | 3 | 7.04% | Aumentadas |
|
| 494 |
Gotham Asset Management
New York
| USD 200 M | -USD 20.7 M | 7 | 2.94% | Reducidas |
|
| 495 |
Crossmark Global Holdings
Houston,
Texas
| USD 200 M | +USD 198 M | 13 | 5.16% | Nuevas |
|
| 496 |
Meag Munich Ergo
Munich,
Germany
| USD 200 M | -USD 1.49 M | 7 | 8.17% | Reducidas |
|
| 497 |
Corvex Management
New York
| USD 199 M | -USD 23.7 M | 1 | 7.48% | Reducidas |
|
| 498 |
Gabelli Funds
Rye,
New York
| USD 198 M | +USD 5.05 M | 9 | 1.14% | Aumentadas |
|
| 499 |
First Foundation Advisors
Irvine,
California
| USD 198 M | +USD 3.3 M | 8 | 11.22% | Aumentadas |
|
| 500 |
NA
Newport Asia
San Francisco,
California
| USD 198 M | +USD 2.51 M | 1 | 29.29% | Aumentadas |
|