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 |
Rheos Capital Works
Tokyo,
Japan
| USD 233 M | +USD 21.5 M | 4 | 12.53% | Aumentadas |
|
| 702 |
Eastern Bank
Boston,
Massachusetts
| USD 233 M | +USD 177 k | 6 | 11.07% | Aumentadas |
|
| 703 |
Private Wealth Partners
Mill Valley,
California
| USD 233 M | -USD 3.62 M | 6 | 21.4% | Reducidas |
|
| 704 |
Tokio Marine Asset Management
Tokyo,
Japan
| USD 232 M | -USD 3.76 M | 14 | 14.86% | Reducidas |
|
| 705 |
GW&K Investment Management
Boston,
Massachusetts
| USD 231 M | -USD 3.87 M | 10 | 2.19% | Reducidas |
|
| 706 |
Avenir Corporation
Alexandria,
Virginia
| USD 231 M | -USD 574 k | 3 | 20.25% | Reducidas |
|
| 707 |
AMI Asset Management
Los Angeles,
California
| USD 231 M | -USD 2.95 M | 3 | 13.73% | Reducidas |
|
| 708 |
HBK Investments
Dallas,
Texas
| USD 228 M | +USD 22.4 M | 7 | 1.23% | Aumentadas |
|
| 709 |
Soma Equity Partners
San Francisco,
California
| USD 228 M | +USD 69.2 M | 2 | 12.37% | Aumentadas |
|
| 710 |
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| USD 228 M | +USD 3.76 M | 24 | 10.63% | Aumentadas |
|
| 711 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 228 M | USD 0 | 4 | 24.93% | Mantenido |
|
| 712 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 227 M | +USD 669 k | 7 | 11.88% | Aumentadas |
|
| 713 |
Hancock Whitney
Gulfport,
Mississippi
| USD 227 M | -USD 11.5 M | 8 | 8.92% | Reducidas |
|
| 714 |
PCM
Palestra Capital Management
New York
| USD 227 M | -USD 38.4 M | 2 | 11.19% | Reducidas |
|
| 715 |
GAM Holding
Zurich,
Switzerland
| USD 226 M | +USD 13.7 M | 10 | 15.63% | Aumentadas |
|
| 716 |
Stratos Wealth Partners
Beachwood,
Ohio
| USD 226 M | +USD 18.3 M | 9 | 5.12% | Aumentadas |
|
| 717 |
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 225 M | +USD 81.3 M | 8 | 7.8% | Aumentadas |
|
| 718 |
Metis Global Partners
San Diego,
California
| USD 223 M | +USD 2.14 M | 14 | 12.04% | Aumentadas |
|
| 719 |
Samlyn Capital
New York
| USD 223 M | +USD 203 M | 3 | 3.78% | Nuevas |
|
| 720 |
NorthCrest Asset Manangement
Plymouth,
Minnesota
| USD 223 M | -USD 6.8 M | 10 | 8.84% | Reducidas |
|
| 721 |
WesBanco Bank
Wheeling,
West Virginia
| USD 222 M | -USD 8.17 M | 8 | 9.34% | Reducidas |
|
| 722 |
Prime Capital Investment Advisors
Overland Park,
Kansas
| USD 222 M | +USD 64.2 M | 11 | 4.38% | Aumentadas |
|
| 723 |
Nellore Capital Management
Redwood City,
California
| USD 222 M | -USD 7.75 M | 4 | 41.48% | Reducidas |
|
| 724 |
JC
Joho Capital
New York
| USD 219 M | +USD 17.5 M | 2 | 44.09% | Aumentadas |
|
| 725 |
Cubist Systematic Strategies
Stamford,
Connecticut
| USD 218 M | +USD 63.1 M | 28 | 1.45% | Aumentadas |
|