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 |
DF Dent & Co
Baltimore,
Maryland
| USD 600 M | -USD 3.08 M | 6 | 7.59% | Reducidas |
|
| 527 |
Argent Capital Management
St Louis,
Missouri
| USD 598 M | -USD 11.5 M | 5 | 16.89% | Reducidas |
|
| 528 |
Dorsal Capital Management
Redwood City,
California
| USD 598 M | -USD 11.1 M | 2 | 14.13% | Reducidas |
|
| 529 |
Atreides Management
Boston,
Massachusetts
| USD 598 M | +USD 354 M | 6 | 13.09% | Aumentadas |
|
| 530 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 595 M | -USD 46 M | 3 | 13.6% | Reducidas |
|
| 531 |
Hyperion Asset Management
Brisbane,
Australia
| USD 589 M | -USD 23.3 M | 3 | 19.53% | Reducidas |
|
| 532 |
Caxton Associates (New York)
New York
| USD 588 M | +USD 183 M | 6 | 18.51% | Aumentadas |
|
| 533 |
Avanza Fonder
Stockholm,
Sweden
| USD 586 M | +USD 567 M | 10 | 17.4% | Nuevas |
|
| 534 |
Sapient Capital
Indianapolis,
Indiana
| USD 583 M | +USD 5.31 M | 6 | 11.13% | Aumentadas |
|
| 535 |
Beacon Pointe Advisors
Newport Beach,
California
| USD 580 M | -USD 5.8 M | 14 | 6.43% | Reducidas |
|
| 536 |
NewEdge Wealth
Pittsburgh,
Pennsylvania
| USD 580 M | +USD 45 M | 13 | 10.05% | Aumentadas |
|
| 537 |
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 576 M | -USD 20.8 M | 6 | 18.1% | Reducidas |
|
| 538 |
Generali Asset Management
Trieste,
Italy
| USD 570 M | +USD 554 M | 12 | 14.56% | Nuevas |
|
| 539 |
&Partners
Nashville,
Tennessee
| USD 569 M | +USD 207 M | 19 | 6.83% | Aumentadas |
|
| 540 |
Voloridge Investment Management
Jupiter,
Florida
| USD 567 M | -USD 6.43 M | 12 | 2% | Reducidas |
|
| 541 |
WhitTier Trust Company
Reno,
Nevada
| USD 566 M | +USD 14.4 M | 18 | 13.9% | Aumentadas |
|
| 542 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 565 M | -USD 184 M | 3 | 2.49% | Reducidas |
|
| 543 |
Crake Asset Management
London,
United Kingdom
| USD 555 M | +USD 71.1 M | 3 | 59.89% | Aumentadas |
|
| 544 |
RK Capital Management (Florida)
Weston,
Florida
| USD 554 M | +USD 513 M | 2 | 11.56% | Nuevas |
|
| 545 |
Envestnet Portfolio Solutions
Chicago,
Illinois
| USD 552 M | +USD 34.1 M | 15 | 1.81% | Aumentadas |
|
| 546 |
Canoe Financial
Calgary,
Alberta, Canada
| USD 550 M | +USD 429 M | 3 | 8.96% | Aumentadas |
|
| 547 |
SCGE Management
Menlo Park,
California
| USD 548 M | -USD 411 M | 2 | 10.13% | Reducidas |
|
| 548 |
Pinnacle Associates
New York
| USD 544 M | -USD 4.83 M | 11 | 7.39% | Reducidas |
|
| 549 |
National Philanthropic Trust
Jenkintown,
Pennsylvania
| USD 544 M | +USD 366 M | 6 | 7.84% | Aumentadas |
|
| 550 |
Glenview Trust
Louisville,
Kentucky
| USD 543 M | +USD 11.9 M | 7 | 10.18% | Aumentadas |
|