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 |
Miller Value Partners
Sarasota,
Florida
| USD 139 M | -USD 4.23 M | 4 | 5.5% | Reducidas |
|
| 677 |
Bain Capital Venture Investors
Boston,
Massachusetts
| USD 139 M | +USD 108 M | 2 | 30.28% | Aumentadas |
|
| 678 |
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| USD 138 M | +USD 288 k | 8 | 6.24% | Aumentadas |
|
| 679 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 138 M | -USD 9.9 M | 2 | 1.04% | Reducidas |
|
| 680 |
Discovery Capital Management
South Norwalk,
Connecticut
| USD 137 M | +USD 51.4 M | 5 | 14.31% | Aumentadas |
|
| 681 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 137 M | +USD 8.46 M | 6 | 8.44% | Aumentadas |
|
| 682 |
BBVA USA Bancshares
Houston,
Texas
| USD 137 M | -USD 135 k | 8 | 8.61% | Reducidas |
|
| 683 |
Seizert Capital Partners
Birmingham,
Michigan
| USD 137 M | +USD 23.1 M | 5 | 6.14% | Aumentadas |
|
| 684 |
Meag Munich Ergo
Munich,
Germany
| USD 137 M | +USD 77.5 M | 11 | 11.25% | Aumentadas |
|
| 685 |
Meitav Investment House
Bene-Beraq,
Israel
| USD 136 M | +USD 10.2 M | 17 | 7.61% | Aumentadas |
|
| 686 |
Motley Fool Wealth Management
Alexandria,
Virginia
| USD 136 M | -USD 768 k | 3 | 8.74% | Reducidas |
|
| 687 |
AA
Ancient Art
Austin,
Texas
| USD 134 M | -USD 11.2 M | 1 | 24.45% | Reducidas |
|
| 688 |
Quantitative Investment Management
Charlottesville,
Virginia
| USD 134 M | +USD 98.2 M | 11 | 7.75% | Aumentadas |
|
| 689 |
Stephens Inc
Little Rock,
Arkansas
| USD 134 M | +USD 8.77 M | 14 | 3.18% | Aumentadas |
|
| 690 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 133 M | +USD 9.11 M | 7 | 11.09% | Aumentadas |
|
| 691 |
Caxton Associates (New York)
New York
| USD 133 M | -USD 101 M | 8 | 19.3% | Reducidas |
|
| 692 |
Nippon Life Global Investors Americas
New York
| USD 133 M | -USD 11.8 M | 3 | 10.66% | Reducidas |
|
| 693 |
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| USD 133 M | -USD 1.63 M | 4 | 9.81% | Reducidas |
|
| 694 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 133 M | +USD 3.27 M | 4 | 23.55% | Aumentadas |
|
| 695 |
Boston Advisors
Boston,
Massachusetts
| USD 132 M | -USD 14.9 M | 10 | 6.75% | Reducidas |
|
| 696 |
Ithaka Group
Arlington,
Virginia
| USD 132 M | -USD 5.31 M | 4 | 21.01% | Reducidas |
|
| 697 |
Badgley, Phelps & Bell
Seattle,
Washington
| USD 131 M | +USD 2.28 M | 8 | 7.97% | Aumentadas |
|
| 698 |
Busey Bank
Urbana,
Illinois
| USD 131 M | +USD 250 k | 6 | 11.88% | Aumentadas |
|
| 699 |
General American Investors
New York
| USD 131 M | -USD 10.9 M | 4 | 12.97% | Reducidas |
|
| 700 |
Trillium Asset Management
Boston,
Massachusetts
| USD 131 M | +USD 1.95 M | 5 | 6.61% | Aumentadas |
|