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 | |
|---|---|---|---|---|---|---|---|
| 551 |
Abdiel Capital Advisors
New York
| USD 421 M | USD 0 | 1 | 12.89% | Mantenido |
|
| 552 |
Bain Capital Public Equity Management II
Boston,
Massachusetts
| USD 420 M | +USD 47.7 M | 3 | 14.01% | Aumentadas |
|
| 553 |
Trillium Asset Management
Boston,
Massachusetts
| USD 420 M | +USD 7.02 M | 6 | 9.85% | Aumentadas |
|
| 554 |
Miller Value Partners
Sarasota,
Florida
| USD 418 M | -USD 5.02 M | 4 | 11.45% | Reducidas |
|
| 555 |
Alyeska Investment Group
Chicago,
Illinois
| USD 417 M | -USD 65.4 M | 11 | 4.81% | Reducidas |
|
| 556 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 417 M | -USD 8.58 M | 15 | 0.96% | Reducidas |
|
| 557 |
Inverness Counsel
New York
| USD 414 M | -USD 56.7 M | 7 | 15.28% | Reducidas |
|
| 558 |
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| USD 414 M | -USD 424 k | 10 | 7.83% | Reducidas |
|
| 559 |
AAM
Ardevora Asset Management
London,
United Kingdom
| USD 414 M | +USD 106 M | 6 | 4.41% | Aumentadas |
|
| 560 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 412 M | -USD 561 M | 5 | 3.05% | Reducidas |
|
| 561 |
Country Trust Bank
Bloomington,
Illinois
| USD 412 M | -USD 41.5 M | 14 | 11.16% | Reducidas |
|
| 562 |
PointState Capital
New York
| USD 409 M | -USD 148 M | 4 | 6.78% | Reducidas |
|
| 563 |
Shelton Capital Management
Denver,
Colorado
| USD 405 M | -USD 17.7 M | 8 | 14.34% | Reducidas |
|
| 564 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| USD 404 M | +USD 408 M | 31 | 2.84% | Nuevas |
|
| 565 |
Cresset Asset Management
Chicago,
Illinois
| USD 401 M | +USD 68 M | 18 | 3.87% | Aumentadas |
|
| 566 |
Cetera Advisor Networks
El Segundo,
California
| USD 399 M | +USD 1.21 M | 23 | 4.88% | Aumentadas |
|
| 567 |
Eagle Asset Management
St Petersburg,
Florida
| USD 399 M | -USD 43.7 M | 6 | 1.75% | Reducidas |
|
| 568 |
Ossiam
Paris,
France
| USD 398 M | -USD 73.6 M | 10 | 10.44% | Reducidas |
|
| 569 |
SQN Investors
Menlo Park,
California
| USD 398 M | -USD 17.8 M | 4 | 25.84% | Reducidas |
|
| 570 |
SC
SRB Corp
Boston,
Massachusetts
| USD 398 M | -USD 2.06 M | 2 | 20.79% | Reducidas |
|
| 571 |
GAM Holding
Zurich,
Switzerland
| USD 398 M | +USD 1.19 M | 12 | 17.73% | Aumentadas |
|
| 572 |
MIM
Meridiem Investment Management
London,
United Kingdom
| USD 397 M | -USD 26.8 M | 4 | 11.98% | Reducidas |
|
| 573 |
Laird Norton Wetherby Trust Company
Seattle,
Washington
| USD 394 M | -USD 7.08 M | 8 | 36.84% | Reducidas |
|
| 574 |
Center Lake Capital Management
West Palm Beach,
Florida
| USD 393 M | +USD 54.7 M | 6 | 68.96% | Aumentadas |
|
| 575 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 392 M | +USD 48.8 M | 5 | 7.86% | Aumentadas |
|