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 |
Valiant Capital Management
San Francisco,
California
| USD 173 M | -USD 32.1 M | 2 | 17.19% | Reducidas |
|
| 702 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 171 M | +USD 11.5 M | 6 | 9.9% | Aumentadas |
|
| 703 |
Cypress Funds
Los Angeles,
California
| USD 171 M | +USD 3.09 M | 2 | 23.32% | Aumentadas |
|
| 704 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 170 M | -USD 17.9 M | 4 | 9.81% | Reducidas |
|
| 705 |
Capital Advisors Inc
Tulsa,
Oklahoma
| USD 170 M | -USD 13.7 M | 8 | 7.08% | Reducidas |
|
| 706 |
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 168 M | -USD 3.16 M | 14 | 8.01% | Reducidas |
|
| 707 |
First Long Island Investors
Jericho,
New York
| USD 168 M | -USD 4.28 M | 6 | 19.06% | Reducidas |
|
| 708 |
Aureus Asset Management
Boston,
Massachusetts
| USD 168 M | -USD 5.38 M | 6 | 18.33% | Reducidas |
|
| 709 |
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| USD 168 M | +USD 52.1 M | 2 | 15.14% | Aumentadas |
|
| 710 |
EC
EMS Capital
New York
| USD 167 M | -USD 29.5 M | 1 | 13.62% | Reducidas |
|
| 711 |
BBVA USA Bancshares
Houston,
Texas
| USD 167 M | -USD 6.11 M | 9 | 9.98% | Reducidas |
|
| 712 |
Capital International
Los Angeles,
California
| USD 166 M | -USD 6.61 M | 6 | 15.56% | Reducidas |
|
| 713 |
IEQ Capital
Foster City,
California
| USD 166 M | +USD 18.1 M | 10 | 10.78% | Aumentadas |
|
| 714 |
Raymond James Trust
St. Petersburg,
Florida
| USD 166 M | +USD 4.46 M | 11 | 8.03% | Aumentadas |
|
| 715 |
GC
Gobi Capital
San Francisco,
California
| USD 166 M | +USD 1.94 M | 1 | 12.14% | Aumentadas |
|
| 716 |
RG
Riverstone Group
Richmond,
Virginia
| USD 166 M | USD 0 | 1 | 41.08% | Mantenido |
|
| 717 |
Capital Fund Management (CFM)
Paris,
France
| USD 165 M | +USD 62.7 M | 10 | 2.62% | Aumentadas |
|
| 718 |
Glenview Trust
Louisville,
Kentucky
| USD 164 M | +USD 5.12 M | 6 | 9.37% | Aumentadas |
|
| 719 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 164 M | +USD 1.05 M | 12 | 9.8% | Aumentadas |
|
| 720 |
Rheos Capital Works
Tokyo,
Japan
| USD 164 M | +USD 80.5 M | 4 | 11.47% | Aumentadas |
|
| 721 |
Farr Miller & Washington
Washington,
District of Columbia
| USD 164 M | +USD 5.26 M | 7 | 13.43% | Aumentadas |
|
| 722 |
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| USD 162 M | +USD 24.5 M | 8 | 7.66% | Aumentadas |
|
| 723 |
Meeder Asset Management
Dublin,
Ohio
| USD 161 M | +USD 4.69 M | 20 | 10.49% | Aumentadas |
|
| 724 |
Maryland Capital Management
Towson,
Maryland
| USD 161 M | -USD 587 k | 7 | 14.89% | Reducidas |
|
| 725 |
Horan Capital Management
Hunt Valley,
Maryland
| USD 160 M | -USD 2.2 M | 4 | 24.89% | Reducidas |
|