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 | |
|---|---|---|---|---|---|---|---|
| 651 |
Chilton Investment Company
Stamford,
Connecticut
| USD 246 M | -USD 28.8 M | 4 | 6.77% | Reducidas |
|
| 652 |
Cannell & Spears
New York
| USD 246 M | +USD 4.44 M | 8 | 19% | Aumentadas |
|
| 653 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 245 M | -USD 9.7 M | 3 | 4.53% | Reducidas |
|
| 654 |
Boussard & Gavaudan Investment Management
London,
United Kingdom
| USD 244 M | -USD 41.1 M | 1 | 23.72% | Reducidas |
|
| 655 |
Stephens Inc
Little Rock,
Arkansas
| USD 244 M | +USD 7.32 M | 12 | 4.01% | Aumentadas |
|
| 656 |
Bailard
Foster City,
California
| USD 243 M | +USD 67.8 M | 9 | 9% | Aumentadas |
|
| 657 |
Regal Partners
Sydney, NSW,
Australia
| USD 243 M | USD 0 | 1 | 21.48% | Mantenido |
|
| 658 |
Junto Capital Management
New York
| USD 242 M | +USD 78.2 M | 3 | 8.72% | Aumentadas |
|
| 659 |
KWILP
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 242 M | +USD 9.48 M | 5 | 13.99% | Aumentadas |
|
| 660 |
Caxton Associates (New York)
New York
| USD 242 M | +USD 220 M | 7 | 21.94% | Aumentadas |
|
| 661 |
TP
Thunderbird Partners
London,
United Kingdom
| USD 240 M | -USD 29.6 M | 2 | 20.24% | Reducidas |
|
| 662 |
SCM
Suvretta Capital Management
New York
| USD 239 M | -USD 75.1 M | 1 | 3.54% | Reducidas |
|
| 663 |
Meyer Handelman Company
Rye Brook,
New York
| USD 239 M | +USD 2.22 M | 7 | 9.92% | Aumentadas |
|
| 664 |
Credit Agricole
Montrouge Cedex,
France
| USD 239 M | +USD 20.6 M | 17 | 6.09% | Aumentadas |
|
| 665 |
Argent Capital Management
St Louis,
Missouri
| USD 239 M | -USD 4.89 M | 6 | 7.93% | Reducidas |
|
| 666 |
TI
Truxt Investmentos
Rio De Janeiro,
Brazil
| USD 238 M | +USD 235 M | 3 | 16.57% | Nuevas |
|
| 667 |
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| USD 238 M | +USD 12.8 M | 22 | 12.09% | Aumentadas |
|
| 668 |
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 236 M | -USD 50.3 M | 8 | 18.97% | Reducidas |
|
| 669 |
Mondrian Investment Partners
London,
United Kingdom
| USD 235 M | +USD 28.9 M | 3 | 5.02% | Aumentadas |
|
| 670 |
Avalon Investment & Advisory
Houston,
Texas
| USD 233 M | -USD 36.9 M | 8 | 5.34% | Reducidas |
|
| 671 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 233 M | +USD 1.39 M | 6 | 5.25% | Aumentadas |
|
| 672 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 233 M | +USD 5.19 M | 4 | 23.78% | Aumentadas |
|
| 673 |
Private Wealth Partners
Mill Valley,
California
| USD 232 M | -USD 4.18 M | 6 | 24.61% | Reducidas |
|
| 674 |
Cooperman Leon G
| USD 232 M | +USD 16.1 M | 4 | 14.47% | Aumentadas |
|
| 675 |
Cambridge Trust
Cambridge,
Massachusetts
| USD 232 M | -USD 19.1 M | 6 | 9.46% | Reducidas |
|