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 |
MC
Maplelane Capital
New York
| USD 400 M | +USD 102 M | 3 | 19.9% | Aumentadas |
|
| 527 |
HBK Investments
Dallas,
Texas
| USD 398 M | +USD 130 M | 3 | 2.09% | Aumentadas |
|
| 528 |
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| USD 398 M | +USD 1.8 M | 13 | 7.42% | Aumentadas |
|
| 529 |
Mar Vista Investment Partners
Los Angeles,
California
| USD 397 M | -USD 12.9 M | 5 | 19.03% | Reducidas |
|
| 530 |
Chilton Investment Company
Stamford,
Connecticut
| USD 397 M | +USD 6.13 M | 5 | 12.65% | Aumentadas |
|
| 531 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 395 M | -USD 9.5 M | 5 | 5.39% | Reducidas |
|
| 532 |
Stonegate Investment Group
Birmingham,
Alabama
| USD 392 M | +USD 1.31 M | 9 | 14.25% | Aumentadas |
|
| 533 |
Crossmark Global Holdings
Houston,
Texas
| USD 392 M | +USD 6.48 M | 16 | 8.88% | Aumentadas |
|
| 534 |
Maverick Capital
Dallas,
Texas
| USD 391 M | +USD 39 M | 7 | 8.84% | Aumentadas |
|
| 535 |
UBS O'Connor
Chicago,
Illinois
| USD 389 M | +USD 173 M | 11 | 6.92% | Aumentadas |
|
| 536 |
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| USD 387 M | +USD 5.59 M | 1 | 6.81% | Aumentadas |
|
| 537 |
O'Shaughnessy Asset Management
Stamford,
Connecticut
| USD 386 M | +USD 56.6 M | 16 | 5.73% | Aumentadas |
|
| 538 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 381 M | -USD 9.4 M | 1 | 7.55% | Reducidas |
|
| 539 |
Securian Asset Management
St Paul,
Minnesota
| USD 381 M | -USD 60.9 M | 12 | 11.37% | Reducidas |
|
| 540 |
Pinnacle Associates
New York
| USD 381 M | -USD 2.44 M | 12 | 7.08% | Reducidas |
|
| 541 |
Silvant Capital Management
Atlanta,
Georgia
| USD 380 M | -USD 2.91 M | 7 | 22.94% | Reducidas |
|
| 542 |
Cannell & Co
New York
| USD 379 M | +USD 28.9 M | 6 | 12.96% | Aumentadas |
|
| 543 |
Phoenix Financial
Givatayim,
Israel
| USD 379 M | +USD 141 M | 6 | 6.94% | Aumentadas |
|
| 544 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 378 M | +USD 63.3 M | 3 | 16.03% | Aumentadas |
|
| 545 |
Eagle Asset Management
St Petersburg,
Florida
| USD 377 M | -USD 32.7 M | 9 | 2.23% | Reducidas |
|
| 546 |
Bridges Investment Management
Omaha,
Nebraska
| USD 374 M | -USD 11.3 M | 6 | 13.29% | Reducidas |
|
| 547 |
Perfromance Wealth Partners
Hinsdale,
Illinois
| USD 374 M | -USD 4.11 M | 6 | 18.18% | Reducidas |
|
| 548 |
Shelton Capital Management
Denver,
Colorado
| USD 373 M | -USD 64.7 M | 10 | 13.66% | Reducidas |
|
| 549 |
Iconiq Capital
San Francisco,
California
| USD 368 M | -USD 185 M | 7 | 7.24% | Reducidas |
|
| 550 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 367 M | +USD 201 M | 17 | 7.85% | Aumentadas |
|