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 | |
|---|---|---|---|---|---|---|---|
| 726 |
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 109 M | +USD 292 k | 4 | 18.08% | Aumentadas |
|
| 727 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 109 M | -USD 4.32 M | 7 | 9.66% | Reducidas |
|
| 728 |
Cambiar Investors
Denver,
Colorado
| USD 109 M | -USD 4.6 M | 2 | 1.72% | Reducidas |
|
| 729 |
Iconiq Capital
San Francisco,
California
| USD 109 M | -USD 8.29 M | 5 | 12.26% | Reducidas |
|
| 730 |
UBS O'Connor
Chicago,
Illinois
| USD 109 M | +USD 57.6 M | 12 | 2.09% | Aumentadas |
|
| 731 |
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 108 M | +USD 311 k | 7 | 16.76% | Aumentadas |
|
| 732 |
Capital Fund Management (CFM)
Paris,
France
| USD 107 M | +USD 16.5 M | 5 | 0.64% | Aumentadas |
|
| 733 |
Richard Bernstein Advisors
New York
| USD 107 M | -USD 722 k | 9 | 3.8% | Reducidas |
|
| 734 |
New Mountain Vantage Advisers
New York
| USD 106 M | -USD 10.8 M | 2 | 8.72% | Reducidas |
|
| 735 |
ARS Investment Partners
New York
| USD 106 M | +USD 2.29 M | 7 | 13.02% | Aumentadas |
|
| 736 |
Soros Fund Management
New York
| USD 106 M | +USD 96.6 M | 3 | 1.72% | Aumentadas |
|
| 737 |
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| USD 106 M | -USD 607 k | 5 | 8.3% | Reducidas |
|
| 738 |
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 105 M | +USD 28.9 M | 4 | 5.7% | Aumentadas |
|
| 739 |
GTP
Global Thematic Partners
New York
| USD 104 M | +USD 14.8 M | 2 | 3.58% | Aumentadas |
|
| 740 |
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| USD 104 M | +USD 12.5 M | 5 | 9.45% | Aumentadas |
|
| 741 |
Busey Bank
Urbana,
Illinois
| USD 104 M | +USD 38.6 M | 6 | 10.99% | Aumentadas |
|
| 742 |
MC
Maplelane Capital
New York
| USD 104 M | -USD 229 M | 7 | 2.67% | Reducidas |
|
| 743 |
Braun Stacey Associates
New York
| USD 104 M | -USD 164 k | 6 | 7.17% | Reducidas |
|
| 744 |
GPCM
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 104 M | USD 0 | 3 | 19.73% | Mantenido |
|
| 745 |
Calixto Global Investors
Coral Gables,
Florida
| USD 104 M | -USD 10.1 M | 2 | 23.79% | Reducidas |
|
| 746 |
Motley Fool Wealth Management
Alexandria,
Virginia
| USD 104 M | -USD 2.39 M | 3 | 7.66% | Reducidas |
|
| 747 |
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 104 M | -USD 1.11 M | 12 | 3.17% | Reducidas |
|
| 748 |
TDAM USA
Toronto,
Ontario, Canada
| USD 104 M | -USD 92.2 k | 7 | 6.29% | Reducidas |
|
| 749 |
Wealthfront
Palo Alto,
California
| USD 104 M | +USD 4.67 M | 10 | 1.05% | Aumentadas |
|
| 750 |
Park National Corp
Newark,
Ohio
| USD 103 M | +USD 3.95 M | 8 | 6.01% | Aumentadas |
|