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 | |
|---|---|---|---|---|---|---|---|
| 576 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 185 M | -USD 2 M | 6 | 13.35% | Reducidas |
|
| 577 |
BOK Financial
Tulsa,
Oklahoma
| USD 185 M | +USD 7.78 M | 11 | 4.46% | Aumentadas |
|
| 578 |
Argent Capital Management
St Louis,
Missouri
| USD 184 M | +USD 402 k | 4 | 6.85% | Aumentadas |
|
| 579 |
Steward Partners Investment Advisory
New York
| USD 184 M | +USD 20.1 M | 20 | 6.21% | Aumentadas |
|
| 580 |
Credit Agricole
Montrouge Cedex,
France
| USD 184 M | +USD 5.83 M | 11 | 8.93% | Aumentadas |
|
| 581 |
Dorsal Capital Management
Redwood City,
California
| USD 184 M | -USD 27.8 M | 1 | 11.12% | Reducidas |
|
| 582 |
Hexavest
Montreal,
Quebec, Canada
| USD 184 M | -USD 3.2 M | 4 | 2.46% | Reducidas |
|
| 583 |
NAYA Capital Management (UK)
London,
United Kingdom
| USD 183 M | -USD 394 k | 1 | 14.08% | Reducidas |
|
| 584 |
Cortland Advisers
Wilmington,
Delaware
| USD 183 M | USD 0 | 1 | 8.36% | Mantenido |
|
| 585 |
Newport Asia
San Francisco,
California
| USD 181 M | -USD 5.45 M | 1 | 51.09% | Reducidas |
|
| 586 |
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 181 M | USD 0 | 1 | 4.46% | Mantenido |
|
| 587 |
Cooperman Leon G
| USD 181 M | +USD 387 k | 4 | 10.74% | Aumentadas |
|
| 588 |
AKO Capital
London,
United Kingdom
| USD 180 M | +USD 28.4 M | 1 | 4.39% | Aumentadas |
|
| 589 |
HP
Hound Partners
New York
| USD 180 M | -USD 42.6 M | 2 | 11.48% | Reducidas |
|
| 590 |
Avalon Investment & Advisory
Houston,
Texas
| USD 180 M | -USD 12 M | 8 | 3.97% | Reducidas |
|
| 591 |
HMI Capital Management
San Francisco,
California
| USD 179 M | USD 0 | 1 | 22.24% | Mantenido |
|
| 592 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 178 M | -USD 2.66 M | 11 | 9.24% | Reducidas |
|
| 593 |
Origin Asset Management
London,
United Kingdom
| USD 177 M | +USD 40.5 M | 5 | 16.25% | Aumentadas |
|
| 594 |
CG
Cutler Group
San Francisco,
California
| USD 177 M | +USD 70.8 M | 19 | 16.19% | Aumentadas |
|
| 595 |
Tiedemann Advisors
New York
| USD 176 M | +USD 5.99 M | 7 | 8.46% | Aumentadas |
|
| 596 |
Chilton Investment Company
Stamford,
Connecticut
| USD 176 M | -USD 7 M | 4 | 5.86% | Reducidas |
|
| 597 |
Synovus Financial
Columbus,
Georgia
| USD 174 M | +USD 3.1 M | 16 | 2.61% | Aumentadas |
|
| 598 |
Regal Partners
Sydney, NSW,
Australia
| USD 174 M | +USD 7.35 M | 1 | 14.9% | Aumentadas |
|
| 599 |
Zweig-DiMenna Associates
New York
| USD 172 M | +USD 29.1 M | 9 | 15.27% | Aumentadas |
|
| 600 |
Oakmont Corp
Los Angeles,
California
| USD 172 M | USD 0 | 2 | 26.5% | Mantenido |
|