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 |
SeaTown Holdings
Singapore
| USD 211 M | -USD 107 M | 3 | 14.43% | Reducidas |
|
| 702 |
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| USD 211 M | +USD 42.6 M | 6 | 22.68% | Aumentadas |
|
| 703 |
Credit Agricole
Montrouge Cedex,
France
| USD 210 M | -USD 41.5 M | 14 | 6.81% | Reducidas |
|
| 704 |
Colony Group
Boston,
Massachusetts
| USD 209 M | -USD 14 M | 9 | 4.82% | Reducidas |
|
| 705 |
NM
NWI Management
New York
| USD 209 M | -USD 358 M | 4 | 20.72% | Reducidas |
|
| 706 |
CK
Cohen Klingenstein
New York
| USD 208 M | -USD 945 k | 8 | 10.41% | Reducidas |
|
| 707 |
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| USD 208 M | -USD 639 k | 5 | 12.72% | Reducidas |
|
| 708 |
Cerity Partners
New York
| USD 208 M | +USD 12 M | 15 | 6.66% | Aumentadas |
|
| 709 |
Stratos Wealth Partners
Beachwood,
Ohio
| USD 207 M | -USD 916 k | 14 | 6.16% | Reducidas |
|
| 710 |
Tiedemann Advisors
New York
| USD 207 M | -USD 2.66 M | 6 | 10% | Reducidas |
|
| 711 |
RWC Asset Management
London,
United Kingdom
| USD 206 M | -USD 46 M | 3 | 6.87% | Reducidas |
|
| 712 |
Weitz Investment Management
Omaha,
Nebraska
| USD 206 M | -USD 2.08 M | 4 | 8.8% | Reducidas |
|
| 713 |
GC
Gobi Capital
San Francisco,
California
| USD 206 M | +USD 456 k | 1 | 16.72% | Aumentadas |
|
| 714 |
Gotham Asset Management
New York
| USD 206 M | -USD 26.5 M | 10 | 6.81% | Reducidas |
|
| 715 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 205 M | -USD 601 k | 7 | 20.28% | Reducidas |
|
| 716 |
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 204 M | -USD 4.48 M | 5 | 26.87% | Reducidas |
|
| 717 |
Carillon Tower Advisers
St. Petersburg,
Florida
| USD 204 M | -USD 579 k | 9 | 1.24% | Reducidas |
|
| 718 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 203 M | -USD 16.8 M | 6 | 12.97% | Reducidas |
|
| 719 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| USD 203 M | +USD 165 k | 7 | 6.74% | Aumentadas |
|
| 720 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 203 M | -USD 304 k | 8 | 9.6% | Reducidas |
|
| 721 |
Newbrook Capital Advisors
New York
| USD 202 M | -USD 17.7 M | 3 | 12.14% | Reducidas |
|
| 722 |
Samlyn Capital
New York
| USD 200 M | -USD 16.2 M | 5 | 2.86% | Reducidas |
|
| 723 |
RegentAtlantic Capital
Morristown,
New Jersey
| USD 199 M | +USD 10.5 M | 10 | 7.89% | Aumentadas |
|
| 724 |
Klingenstein Fields & Co
New York
| USD 198 M | +USD 18 M | 5 | 8.97% | Aumentadas |
|
| 725 |
Cooperman Leon G
| USD 197 M | USD 0 | 3 | 14.21% | Mantenido |
|