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 |
IC
Immersion Capital
London,
United Kingdom
| USD 351 M | -USD 15.9 M | 2 | 33.83% | Reducidas |
|
| 577 |
UMB Bank
Kansas City,
Missouri
| USD 347 M | -USD 5.37 M | 8 | 7.93% | Reducidas |
|
| 578 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 346 M | +USD 56.6 M | 5 | 6.21% | Aumentadas |
|
| 579 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 343 M | +USD 174 M | 4 | 5.8% | Aumentadas |
|
| 580 |
WorldQuant Millennium Advisors
New York
| USD 341 M | -USD 164 M | 8 | 7.53% | Reducidas |
|
| 581 |
GC
Gobi Capital
San Francisco,
California
| USD 339 M | USD 0 | 1 | 20.4% | Mantenido |
|
| 582 |
JC
Joho Capital
New York
| USD 338 M | USD 0 | 4 | 48.09% | Mantenido |
|
| 583 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 338 M | +USD 751 k | 12 | 12.96% | Aumentadas |
|
| 584 |
Synovus Financial
Columbus,
Georgia
| USD 337 M | +USD 6.13 M | 13 | 3.32% | Aumentadas |
|
| 585 |
Qube Research & Technologies (QRT)
London,
United Kingdom
| USD 336 M | +USD 12.1 M | 18 | 3.83% | Aumentadas |
|
| 586 |
NS Partners
London,
United Kingdom
| USD 336 M | +USD 3.58 M | 5 | 17.7% | Aumentadas |
|
| 587 |
Cetera Advisor Networks
El Segundo,
California
| USD 335 M | +USD 114 M | 21 | 4.72% | Aumentadas |
|
| 588 |
EdgePoint Investment Group
Toronto,
Ontario, Canada
| USD 333 M | +USD 327 M | 1 | 2.54% | Nuevas |
|
| 589 |
BP
London,
United Kingdom
| USD 333 M | -USD 112 M | 15 | 14.26% | Reducidas |
|
| 590 |
Tower Research Capital (TRC)
New York
| USD 332 M | -USD 321 M | 37 | 8.63% | Reducidas |
|
| 591 |
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 332 M | +USD 13.6 M | 7 | 21.88% | Aumentadas |
|
| 592 |
Makena Capital Management
Menlo Park,
California
| USD 331 M | -USD 24.1 M | 6 | 48.89% | Reducidas |
|
| 593 |
GAM Holding
Zurich,
Switzerland
| USD 331 M | +USD 25.4 M | 10 | 14.32% | Aumentadas |
|
| 594 |
Trillium Asset Management
Boston,
Massachusetts
| USD 331 M | +USD 13.5 M | 6 | 9.13% | Aumentadas |
|
| 595 |
Pinnacle Associates
New York
| USD 329 M | -USD 5.82 M | 15 | 5.95% | Reducidas |
|
| 596 |
Laird Norton Wetherby Trust Company
Seattle,
Washington
| USD 328 M | -USD 12 M | 8 | 34.27% | Reducidas |
|
| 597 |
Alta Capital Management
Salt Lake City,
Utah
| USD 328 M | -USD 27.9 M | 5 | 9.45% | Reducidas |
|
| 598 |
WCM Investment Management
Laguna Beach,
California
| USD 328 M | +USD 7.94 M | 3 | 0.83% | Aumentadas |
|
| 599 |
Nippon Life Global Investors Americas
New York
| USD 327 M | -USD 1.31 M | 3 | 16.3% | Reducidas |
|
| 600 |
People's United Financial
Bridgeport,
Connecticut
| USD 327 M | +USD 893 k | 13 | 7.32% | Aumentadas |
|