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 | |
|---|---|---|---|---|---|---|---|
| 601 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
| USD 171 M | +USD 20.9 M | 15 | 6.29% | Aumentadas |
|
| 602 |
Bridgeway Capital Management
Houston,
Texas
| USD 170 M | -USD 18.8 M | 10 | 2.35% | Reducidas |
|
| 603 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 170 M | USD 0 | 2 | 6.07% | Mantenido |
|
| 604 |
JMH
J.M. Hartwell
New York
| USD 169 M | +USD 3.93 M | 5 | 30.23% | Aumentadas |
|
| 605 |
SC
Serenity Capital
Palo Alto,
California
| USD 169 M | +USD 69.6 M | 1 | 38.96% | Aumentadas |
|
| 606 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 168 M | -USD 1.68 M | 6 | 9.04% | Reducidas |
|
| 607 |
IC
Immersion Capital
London,
United Kingdom
| USD 168 M | +USD 165 M | 2 | 26.6% | Nuevas |
|
| 608 |
Cannell & Spears
New York
| USD 168 M | +USD 12 M | 6 | 19.47% | Aumentadas |
|
| 609 |
TP
Thunderbird Partners
London,
United Kingdom
| USD 167 M | +USD 5.45 M | 1 | 22.64% | Aumentadas |
|
| 610 |
TRG Investments
Richmond,
Virginia
| USD 166 M | USD 0 | 1 | 37.36% | Mantenido |
|
| 611 |
Intermede Investment Partners
London,
United Kingdom
| USD 166 M | +USD 17 M | 2 | 9.22% | Aumentadas |
|
| 612 |
Washington Trust
Westerly,
Rhode Island
| USD 166 M | -USD 1.88 M | 8 | 8.87% | Reducidas |
|
| 613 |
Cambridge Trust
Cambridge,
Massachusetts
| USD 165 M | +USD 8.85 M | 7 | 9.58% | Aumentadas |
|
| 614 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
| USD 165 M | +USD 5.29 M | 9 | 6.46% | Aumentadas |
|
| 615 |
Meyer Handelman Company
Rye Brook,
New York
| USD 164 M | -USD 547 k | 8 | 8.29% | Reducidas |
|
| 616 |
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 163 M | +USD 34.1 M | 9 | 13.07% | Aumentadas |
|
| 617 |
Columbus Circle Investors
| USD 161 M | -USD 85 M | 6 | 5.92% | Reducidas |
|
| 618 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 161 M | -USD 122 M | 6 | 12.49% | Reducidas |
|
| 619 |
Myriad Asset Management
North Point,
Hong Kong
| USD 161 M | +USD 5.29 M | 1 | 16.5% | Aumentadas |
|
| 620 |
R.M. Davis Inc
Portland,
Maine
| USD 161 M | +USD 15.2 M | 7 | 5.66% | Aumentadas |
|
| 621 |
Hitchwood Capital Management
New York
| USD 160 M | -USD 94.6 M | 4 | 7.35% | Reducidas |
|
| 622 |
PCM
Palestra Capital Management
New York
| USD 160 M | -USD 23.1 M | 1 | 5.28% | Reducidas |
|
| 623 |
Miller Value Partners
Sarasota,
Florida
| USD 159 M | -USD 6.16 M | 4 | 6.39% | Reducidas |
|
| 624 |
Moore Capital Management
New York
| USD 159 M | -USD 81.4 M | 4 | 6.34% | Reducidas |
|
| 625 |
Focused Investors
Los Angeles,
California
| USD 159 M | -USD 660 k | 1 | 6.95% | Reducidas |
|