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 | |
|---|---|---|---|---|---|---|---|
| 526 |
ACM
Andor Capital Management
Rye Brook,
New York
| USD 143 M | +USD 55.8 M | 3 | 20.33% | Aumentadas |
|
| 527 |
TEC
Tiger Eye Capital
Nashville,
Tennessee
| USD 142 M | +USD 95.9 M | 2 | 14.7% | Aumentadas |
|
| 528 |
GVI
Green Valley Investors
Wilmington,
Delaware
| USD 142 M | +USD 132 M | 1 | 2.91% | Nuevas |
|
| 529 |
EC
EMS Capital
New York
| USD 142 M | +USD 9.16 M | 2 | 14.45% | Aumentadas |
|
| 530 |
Voloridge Investment Management
Jupiter,
Florida
| USD 141 M | +USD 60.9 M | 6 | 10.11% | Aumentadas |
|
| 531 |
Broad Run Investment Management
Arlington,
Virginia
| USD 141 M | +USD 2.1 M | 2 | 7.33% | Aumentadas |
|
| 532 |
Fiduciary Trust
Boston,
Massachusetts
| USD 141 M | +USD 694 k | 9 | 5.99% | Aumentadas |
|
| 533 |
RWC Asset Management
London,
United Kingdom
| USD 141 M | +USD 10.2 M | 4 | 9.6% | Aumentadas |
|
| 534 |
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 141 M | +USD 528 k | 3 | 14.31% | Aumentadas |
|
| 535 |
Securian Asset Management
St Paul,
Minnesota
| USD 140 M | +USD 6.94 M | 10 | 4.16% | Aumentadas |
|
| 536 |
Levin Capital Strategies
New York
| USD 138 M | -USD 24.4 M | 8 | 2.43% | Reducidas |
|
| 537 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
| USD 138 M | -USD 64.7 M | 9 | 1.84% | Reducidas |
|
| 538 |
EverPoint Asset Management
Stamford,
Connecticut
| USD 138 M | -USD 194 M | 5 | 2.9% | Reducidas |
|
| 539 |
Williams Jones & Associates
New York
| USD 138 M | +USD 1.77 M | 8 | 6.29% | Aumentadas |
|
| 540 |
Zweig-DiMenna Associates
New York
| USD 137 M | +USD 15.8 M | 5 | 6.86% | Aumentadas |
|
| 541 |
Myriad Asset Management
North Point,
Hong Kong
| USD 137 M | +USD 13.2 M | 2 | 13.46% | Aumentadas |
|
| 542 |
Creative Planning
Overland Park,
Kansas
| USD 137 M | +USD 36 M | 16 | 1.12% | Aumentadas |
|
| 543 |
SAS
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| USD 136 M | USD 0 | 1 | 20.24% | Mantenido |
|
| 544 |
Evercore Wealth Management
New York
| USD 136 M | +USD 3.31 M | 12 | 6.3% | Aumentadas |
|
| 545 |
Profund Advisors
Bethesda,
Maryland
| USD 136 M | +USD 20.5 M | 10 | 6.43% | Aumentadas |
|
| 546 |
FTCM
Fir Tree Capital Management
New York
| USD 135 M | +USD 30.2 M | 3 | 2.4% | Aumentadas |
|
| 547 |
Argent Capital Management
St Louis,
Missouri
| USD 135 M | +USD 2.18 M | 4 | 6.28% | Aumentadas |
|
| 548 |
MVP
Miller Value Partners
Sarasota,
Florida
| USD 135 M | +USD 13.4 M | 2 | 3.61% | Aumentadas |
|
| 549 |
R.H. Bluestein & Co
Birmingham,
Michigan
| USD 135 M | +USD 22.9 M | 6 | 8.42% | Aumentadas |
|
| 550 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 134 M | -USD 38.8 M | 3 | 7.86% | Reducidas |
|