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 |
Meitav Investment House
Bene-Beraq,
Israel
| USD 449 M | -USD 38.3 M | 9 | 6.59% | Reducidas |
|
| 527 |
Stonegate Investment Group
Birmingham,
Alabama
| USD 448 M | -USD 2.2 M | 9 | 14.83% | Reducidas |
|
| 528 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 448 M | -USD 10.4 M | 5 | 5.6% | Reducidas |
|
| 529 |
Samlyn Capital
New York
| USD 448 M | +USD 21.9 M | 3 | 8.92% | Aumentadas |
|
| 530 |
Munro Partners
Melbourne,
Australia
| USD 446 M | -USD 82.2 M | 3 | 19.97% | Reducidas |
|
| 531 |
Advisors Capital Management
Ridgewood,
New Jersey
| USD 446 M | +USD 74.9 M | 6 | 9.08% | Aumentadas |
|
| 532 |
Capital Fund Management (CFM)
Paris,
France
| USD 446 M | +USD 55.1 M | 13 | 1.2% | Aumentadas |
|
| 533 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 445 M | -USD 8.54 M | 1 | 8.01% | Reducidas |
|
| 534 |
Eagle Asset Management
St Petersburg,
Florida
| USD 445 M | +USD 5.47 M | 11 | 2.39% | Aumentadas |
|
| 535 |
CapitalatWork SA
Auderghem,
| USD 443 M | +USD 437 M | 5 | 16.05% | Nuevas |
|
| 536 |
Atreides Management
Boston,
Massachusetts
| USD 442 M | -USD 265 M | 5 | 14.52% | Reducidas |
|
| 537 |
Fullerton Fund Management
Singapore
| USD 441 M | +USD 93.1 M | 4 | 25.68% | Aumentadas |
|
| 538 |
Schonfeld Strategic Advisors
New York
| USD 439 M | +USD 101 M | 16 | 2.91% | Aumentadas |
|
| 539 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 439 M | -USD 20.7 M | 8 | 9.33% | Reducidas |
|
| 540 |
DFO
Duquesne Family Office
New York
| USD 438 M | -USD 102 M | 3 | 13.06% | Reducidas |
|
| 541 |
Cannell & Co
New York
| USD 436 M | +USD 1.63 M | 6 | 13.83% | Aumentadas |
|
| 542 |
Sapient Capital
Indianapolis,
Indiana
| USD 436 M | +USD 412 M | 9 | 11.24% | Nuevas |
|
| 543 |
Pinnacle Associates
New York
| USD 436 M | +USD 1.92 M | 11 | 7.33% | Aumentadas |
|
| 544 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 433 M | +USD 830 k | 3 | 16.41% | Aumentadas |
|
| 545 |
Silvant Capital Management
Atlanta,
Georgia
| USD 430 M | -USD 8.51 M | 8 | 23.12% | Reducidas |
|
| 546 |
Shelton Capital Management
Denver,
Colorado
| USD 430 M | +USD 1.79 M | 12 | 13.62% | Aumentadas |
|
| 547 |
Badgley Phelps Wealth Managers
Seattle,
Washington
| USD 430 M | +USD 77.5 M | 6 | 11.71% | Aumentadas |
|
| 548 |
Crossmark Global Holdings
Houston,
Texas
| USD 428 M | +USD 503 k | 16 | 8.88% | Aumentadas |
|
| 549 |
Perfromance Wealth Partners
Hinsdale,
Illinois
| USD 426 M | -USD 4.89 M | 6 | 18.73% | Reducidas |
|
| 550 |
BCM
Bluefin Capital Management
New York
| USD 425 M | +USD 14.6 M | 5 | 36.87% | Aumentadas |
|