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 |
Oakmont Corp
Los Angeles,
California
| USD 214 M | -USD 502 k | 4 | 28.71% | Reducidas |
|
| 677 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 214 M | +USD 67.6 M | 2 | 9.55% | Aumentadas |
|
| 678 |
Discerene Group
Stamford,
Connecticut
| USD 214 M | +USD 19.3 M | 1 | 27.62% | Aumentadas |
|
| 679 |
FDx Advisors
Chicago,
Illinois
| USD 214 M | USD 0 | 11 | 9.31% | Mantenido |
|
| 680 |
Tybourne Capital Management
Hong Kong
| USD 214 M | -USD 1.13 M | 5 | 21.52% | Reducidas |
|
| 681 |
LLL
Lynrock Lake LP
Rye Brook,
New York
| USD 213 M | -USD 388 k | 2 | 9.91% | Reducidas |
|
| 682 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 213 M | -USD 2.91 M | 6 | 18.85% | Reducidas |
|
| 683 |
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| USD 212 M | -USD 5.93 M | 12 | 10.69% | Reducidas |
|
| 684 |
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 212 M | +USD 8.28 M | 9 | 8.44% | Aumentadas |
|
| 685 |
Phoenix Financial
Givatayim,
Israel
| USD 211 M | +USD 47.9 M | 6 | 4.71% | Aumentadas |
|
| 686 |
Group One Trading
Chicago,
Illinois
| USD 210 M | +USD 55.2 M | 21 | 0.76% | Aumentadas |
|
| 687 |
BG
Bollard Group
Boston,
Massachusetts
| USD 210 M | -USD 949 k | 8 | 7.6% | Reducidas |
|
| 688 |
MP
MFN Partners
Boston,
Massachusetts
| USD 209 M | USD 0 | 1 | 9.47% | Mantenido |
|
| 689 |
Cambridge Trust
Cambridge,
Massachusetts
| USD 209 M | +USD 2.93 M | 15 | 9.98% | Aumentadas |
|
| 690 |
Ziegler Capital Management
Chicago,
Illinois
| USD 209 M | +USD 4.42 M | 6 | 8.23% | Aumentadas |
|
| 691 |
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 209 M | -USD 17.8 M | 5 | 13.52% | Reducidas |
|
| 692 |
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 206 M | +USD 64.8 M | 2 | 29.01% | Aumentadas |
|
| 693 |
HAM
Hao Advisors Management
Hong Kong
| USD 204 M | USD 0 | 1 | 70.8% | Mantenido |
|
| 694 |
Independent Advisor Alliance
Charlotte,
North Carolina
| USD 202 M | -USD 609 k | 11 | 9.73% | Reducidas |
|
| 695 |
SRS Investment Management
New York
| USD 201 M | +USD 149 M | 1 | 2.89% | Aumentadas |
|
| 696 |
Capital International Sarl
Los Angeles,
California
| USD 201 M | +USD 55.4 M | 7 | 10.14% | Aumentadas |
|
| 697 |
Crake Asset Management
London,
United Kingdom
| USD 201 M | +USD 51.1 M | 4 | 29.08% | Aumentadas |
|
| 698 |
Klingenstein Fields & Co
New York
| USD 201 M | +USD 6.08 M | 6 | 10.05% | Aumentadas |
|
| 699 |
Curi RMB Capital
Chicago,
Illinois
| USD 201 M | +USD 11.3 M | 9 | 7.01% | Aumentadas |
|
| 700 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 201 M | -USD 18 M | 4 | 3.75% | Reducidas |
|