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 |
Tokio Marine Asset Management
Tokyo,
Japan
| USD 165 M | +USD 7.82 M | 13 | 14% | Aumentadas |
|
| 727 |
LLL
Lynrock Lake LP
Rye Brook,
New York
| USD 164 M | +USD 17.6 M | 3 | 7.62% | Aumentadas |
|
| 728 |
AMI Asset Management
Los Angeles,
California
| USD 164 M | -USD 10.7 M | 3 | 11.99% | Reducidas |
|
| 729 |
BFM
Blacksheep Fund Management
Co. Dublin,
Ireland
| USD 163 M | -USD 18.3 M | 2 | 32.81% | Reducidas |
|
| 730 |
Twin Tree Management
Dallas,
Texas
| USD 163 M | -USD 23.5 M | 10 | 0.31% | Reducidas |
|
| 731 |
Cypress Funds
Los Angeles,
California
| USD 163 M | +USD 45.6 M | 2 | 29.32% | Aumentadas |
|
| 732 |
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| USD 162 M | -USD 2.11 M | 25 | 9.22% | Reducidas |
|
| 733 |
Ashfield Capital Partners
San Francisco,
California
| USD 161 M | -USD 1.59 M | 9 | 13.55% | Reducidas |
|
| 734 |
LMCG Investments
Boston,
Massachusetts
| USD 161 M | -USD 2.75 M | 8 | 11.8% | Reducidas |
|
| 735 |
DFO
Duquesne Family Office
New York
| USD 161 M | -USD 15.1 M | 3 | 9.15% | Reducidas |
|
| 736 |
Tidal Investments
Milwaukee,
Wisconsin
| USD 161 M | -USD 17.6 M | 18 | 6.7% | Reducidas |
|
| 737 |
Central Trust Company
Jefferson City,
Missouri
| USD 161 M | -USD 2.18 M | 18 | 5.52% | Reducidas |
|
| 738 |
XN LP
New York
| USD 160 M | +USD 65 M | 4 | 18.72% | Aumentadas |
|
| 739 |
Baupost Group
Boston,
Massachusetts
| USD 160 M | -USD 268 M | 2 | 2.77% | Reducidas |
|
| 740 |
Granite Investment Partners
El Segundo,
California
| USD 159 M | -USD 956 M | 8 | 6.91% | Reducidas |
|
| 741 |
Ethic Inc
New York
| USD 159 M | +USD 12.6 M | 17 | 10.77% | Aumentadas |
|
| 742 |
Eastern Bank
Boston,
Massachusetts
| USD 159 M | -USD 1.85 M | 7 | 9.06% | Reducidas |
|
| 743 |
Chilton Capital Management
Houston,
Texas
| USD 159 M | +USD 2.15 M | 5 | 10.53% | Aumentadas |
|
| 744 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 158 M | -USD 4.88 M | 6 | 4.73% | Reducidas |
|
| 745 |
TenCore Partners
New York
| USD 157 M | -USD 33.5 M | 3 | 44.17% | Reducidas |
|
| 746 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 157 M | -USD 846 k | 4 | 1.06% | Reducidas |
|
| 747 |
Aureus Asset Management
Boston,
Massachusetts
| USD 156 M | +USD 6.33 M | 5 | 13.6% | Aumentadas |
|
| 748 |
YCG LLC
Austin,
Texas
| USD 156 M | +USD 922 k | 4 | 18.58% | Aumentadas |
|
| 749 |
Alphinity Investment Management
Sydney,
Australia
| USD 156 M | -USD 344 M | 1 | 4.99% | Reducidas |
|
| 750 |
Obermeyer Wealth Partners
Aspen,
Colorado
| USD 156 M | -USD 1.21 M | 5 | 12.6% | Reducidas |
|