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 |
Corvex Management
New York
| USD 391 M | -USD 56.9 M | 3 | 24.71% | Reducidas |
|
| 552 |
Phoenix Financial
Givatayim,
Israel
| USD 391 M | +USD 24.5 M | 9 | 6.57% | Aumentadas |
|
| 553 |
GAM Holding
Zurich,
Switzerland
| USD 391 M | +USD 7.38 M | 12 | 19.37% | Aumentadas |
|
| 554 |
Rothschild & Co Asset Management US
Stamford,
Connecticut
| USD 390 M | +USD 33.6 M | 4 | 4.99% | Aumentadas |
|
| 555 |
TPG GP A
Fort Worth,
Texas
| USD 387 M | +USD 232 M | 2 | 4.79% | Aumentadas |
|
| 556 |
Walleye Trading
New York
| USD 386 M | +USD 107 M | 21 | 1.23% | Aumentadas |
|
| 557 |
Soros Fund Management
New York
| USD 382 M | +USD 33.3 M | 3 | 5.82% | Aumentadas |
|
| 558 |
Country Trust Bank
Bloomington,
Illinois
| USD 378 M | -USD 10 M | 12 | 10.58% | Reducidas |
|
| 559 |
IVMX
Institutional Venture Management XVI
Menlo Park,
California
| USD 378 M | USD 0 | 1 | 42.6% | Mantenido |
|
| 560 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 378 M | -USD 19.6 M | 13 | 1% | Reducidas |
|
| 561 |
Martingale Asset Management
Boston,
Massachusetts
| USD 377 M | -USD 42.5 M | 9 | 5.65% | Reducidas |
|
| 562 |
Connectus Wealth
Cincinnati,
Ohio
| USD 375 M | -USD 42.7 M | 10 | 11.87% | Reducidas |
|
| 563 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 375 M | +USD 17.5 M | 6 | 16.32% | Aumentadas |
|
| 564 |
Pinnacle Associates
New York
| USD 373 M | +USD 13.4 M | 13 | 6.61% | Aumentadas |
|
| 565 |
WhitTier Trust Company
Reno,
Nevada
| USD 372 M | +USD 18.1 M | 17 | 13.49% | Aumentadas |
|
| 566 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 372 M | +USD 5.52 M | 4 | 8.06% | Aumentadas |
|
| 567 |
Samlyn Capital
New York
| USD 371 M | +USD 230 M | 2 | 5.34% | Aumentadas |
|
| 568 |
IC
Immersion Capital
London,
United Kingdom
| USD 368 M | USD 0 | 2 | 49.46% | Mantenido |
|
| 569 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 368 M | +USD 1.72 M | 6 | 8.71% | Aumentadas |
|
| 570 |
Trillium Asset Management
Boston,
Massachusetts
| USD 368 M | -USD 26.3 M | 6 | 9.78% | Reducidas |
|
| 571 |
Synovus Financial
Columbus,
Georgia
| USD 367 M | -USD 182 k | 14 | 3.89% | Reducidas |
|
| 572 |
Eagle Asset Management
St Petersburg,
Florida
| USD 367 M | +USD 606 k | 7 | 1.88% | Aumentadas |
|
| 573 |
Capital Counsel
New York
| USD 364 M | +USD 1.06 M | 5 | 17.27% | Aumentadas |
|
| 574 |
Laird Norton Wetherby Trust Company
Seattle,
Washington
| USD 362 M | +USD 351 k | 8 | 32.97% | Aumentadas |
|
| 575 |
Alleghany Corporation
New York
| USD 361 M | +USD 14.5 M | 3 | 11.4% | Aumentadas |
|