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 | |
|---|---|---|---|---|---|---|---|
| 676 |
UMB Bank
Kansas City,
Missouri
| USD 90.7 M | +USD 2.45 M | 7 | 3.34% | Aumentadas |
|
| 677 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 90.4 M | +USD 47 M | 4 | 1.88% | Aumentadas |
|
| 678 |
HS
Huntington Steele
Oaks,
Pennsylvania
| USD 90 M | +USD 1.04 M | 4 | 29.99% | Aumentadas |
|
| 679 |
Southpoint Capital Advisors
New York
| USD 90 M | +USD 31.3 M | 1 | 4.15% | Aumentadas |
|
| 680 |
Stockbridge Partners
Boston,
Massachusetts
| USD 89.9 M | +USD 48.8 M | 1 | 4.37% | Aumentadas |
|
| 681 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 89 M | +USD 21.6 M | 4 | 19.42% | Aumentadas |
|
| 682 |
Iconiq Capital
San Francisco,
California
| USD 88.5 M | -USD 13.8 M | 2 | 10.43% | Reducidas |
|
| 683 |
OI
Oakbrook Investments
Lisle,
Illinois
| USD 88 M | -USD 12.8 M | 8 | 5.75% | Reducidas |
|
| 684 |
Alpha Wave Global
New York
| USD 87.9 M | -USD 47.2 M | 2 | 9.3% | Reducidas |
|
| 685 |
AustralianSuper
Melbourne,
Australia
| USD 87.9 M | +USD 89.9 M | 2 | 14% | Nuevas |
|
| 686 |
Intermede Investment Partners
London,
United Kingdom
| USD 87.5 M | -USD 10 M | 2 | 10.25% | Reducidas |
|
| 687 |
Martin Currie
Edinburgh,
United Kingdom
| USD 87.5 M | -USD 2.41 M | 4 | 8.19% | Reducidas |
|
| 688 |
Paloma Partners
Greenwich,
Connecticut
| USD 87.3 M | +USD 45.1 M | 13 | 0.86% | Aumentadas |
|
| 689 |
HCM
Highline Capital Management
New York
| USD 86.7 M | -USD 40.8 M | 1 | 2.48% | Reducidas |
|
| 690 |
Stack Financial Management
Whitefish,
Montana
| USD 86.2 M | -USD 795 k | 3 | 9.57% | Reducidas |
|
| 691 |
Personal Capital Advisors
Redwood City,
California
| USD 86 M | +USD 6.28 M | 6 | 2.56% | Aumentadas |
|
| 692 |
CCM
Conatus Capital Management
Greenwich,
Connecticut
| USD 86 M | -USD 39.2 M | 1 | 6.31% | Reducidas |
|
| 693 |
ACPU
Arrowgrass Capital Partners (US)
Dover,
Delaware
| USD 85.8 M | +USD 3.77 M | 7 | 0.97% | Aumentadas |
|
| 694 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 85 M | -USD 24.6 M | 4 | 6.98% | Reducidas |
|
| 695 |
MI
Markston International
White Plains,
New York
| USD 84.7 M | -USD 5.42 M | 7 | 8.03% | Reducidas |
|
| 696 |
BAM
Barrett Asset Management
New York
| USD 84.7 M | -USD 1.6 M | 7 | 7.01% | Reducidas |
|
| 697 |
Obermeyer Wealth Partners
Aspen,
Colorado
| USD 84.5 M | -USD 1.4 M | 5 | 8.08% | Reducidas |
|
| 698 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 84.2 M | -USD 14.7 M | 11 | 1.58% | Reducidas |
|
| 699 |
VAM
ValueInvest Asset Management
Luxembourg
| USD 83.4 M | +USD 80.7 M | 1 | 5.01% | Nuevas |
|
| 700 |
Osterweis Capital Management
San Francisco,
California
| USD 83 M | -USD 4.53 M | 2 | 5.98% | Reducidas |
|