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 | |
|---|---|---|---|---|---|---|---|
| 701 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 58 M | +USD 5.91 M | 10 | 1.62% | Aumentadas |
|
| 702 |
Simplex Trading
Chicago,
Illinois
| USD 57.9 M | +USD 8.81 M | 12 | 6.73% | Aumentadas |
|
| 703 |
New Mountain Vantage Advisers
New York
| USD 57.1 M | +USD 692 k | 1 | 2.54% | Aumentadas |
|
| 704 |
Wafra Inc
New York
| USD 56.9 M | USD 0 | 3 | 5.97% | Mantenido |
|
| 705 |
UMB Bank
Kansas City,
Missouri
| USD 56.4 M | -USD 1.95 M | 5 | 2.55% | Reducidas |
|
| 706 |
Bloom Tree Partners
New York
| USD 56.2 M | +USD 3.04 M | 1 | 6.09% | Aumentadas |
|
| 707 |
Cortland Associates
St Louis,
Missouri
| USD 55.9 M | +USD 12.3 M | 3 | 11.51% | Aumentadas |
|
| 708 |
Shelton Capital Management
Denver,
Colorado
| USD 55.6 M | +USD 3.21 M | 8 | 6.01% | Aumentadas |
|
| 709 |
MC
Maplelane Capital
New York
| USD 55.3 M | +USD 37.7 M | 6 | 1.82% | Aumentadas |
|
| 710 |
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 55.2 M | +USD 8.71 M | 2 | 21.77% | Aumentadas |
|
| 711 |
SWITC
Stewart West Indies Trading Company
Boulder,
Colorado
| USD 54.9 M | USD 0 | 2 | 5.32% | Mantenido |
|
| 712 |
Sumitomo Life Insurance
Tokyo,
Japan
| USD 54.8 M | -USD 5.88 M | 6 | 6.04% | Reducidas |
|
| 713 |
Jupiter Asset Management
London,
United Kingdom
| USD 54.6 M | -USD 8.69 M | 2 | 1.9% | Reducidas |
|
| 714 |
VFAM
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
| USD 54.6 M | +USD 8.63 M | 3 | 6.74% | Aumentadas |
|
| 715 |
PEAK6 Group
Chicago,
Illinois
| USD 54.4 M | -USD 13.6 M | 7 | 0.41% | Reducidas |
|
| 716 |
Markel Group
Glen Allen,
Virginia
| USD 54.2 M | -USD 21.8 M | 3 | 1.37% | Reducidas |
|
| 717 |
Parus Finance (UK)
London,
United Kingdom
| USD 54 M | -USD 10.4 M | 2 | 11.64% | Reducidas |
|
| 718 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 54 M | -USD 9.9 M | 5 | 3.73% | Reducidas |
|
| 719 |
Farr Miller & Washington
Washington,
District of Columbia
| USD 54 M | +USD 928 k | 4 | 6.2% | Aumentadas |
|
| 720 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 53.9 M | +USD 30.2 M | 2 | 15.04% | Aumentadas |
|
| 721 |
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 53.8 M | +USD 6.82 M | 2 | 24.28% | Aumentadas |
|
| 722 |
Mid Continent Capital
Chicago,
Illinois
| USD 53.7 M | +USD 2.62 M | 4 | 2.96% | Aumentadas |
|
| 723 |
Omega Advisors
New York
| USD 53.5 M | +USD 52.8 M | 1 | 0.85% | Nuevas |
|
| 724 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 53.2 M | +USD 586 k | 5 | 9.97% | Aumentadas |
|
| 725 |
St. James Investment Company
Southlake,
Texas
| USD 53.2 M | +USD 1.75 M | 1 | 5.64% | Aumentadas |
|