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 | |
|---|---|---|---|---|---|---|---|
| 801 |
MI
Markston International
White Plains,
New York
| USD 88.9 M | -USD 3.54 M | 6 | 11.41% | Reducidas |
|
| 802 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 88.6 M | +USD 2.33 M | 3 | 2.5% | Aumentadas |
|
| 803 |
Columbus Hill Capital Management
Short Hills,
New Jersey
| USD 88.6 M | -USD 88.5 M | 3 | 17.53% | Reducidas |
|
| 804 |
SCM
Somerset Capital Management
London,
United Kingdom
| USD 88.3 M | -USD 3.55 M | 1 | 21.4% | Reducidas |
|
| 805 |
Cortland Associates
St Louis,
Missouri
| USD 88.2 M | -USD 912 k | 6 | 16.02% | Reducidas |
|
| 806 |
TCCM
Two Creeks Capital Management
New York
| USD 88.2 M | +USD 91.1 M | 1 | 5.97% | Nuevas |
|
| 807 |
Polar Asset Management Partners
Toronto,
Ontario, Canada
| USD 87.9 M | -USD 5.66 M | 3 | 1.72% | Reducidas |
|
| 808 |
Capital International Sarl
Los Angeles,
California
| USD 87.8 M | -USD 204 k | 6 | 10.57% | Reducidas |
|
| 809 |
ExodusPoint Capital Management
New York
| USD 87.6 M | +USD 95.4 M | 7 | 6.17% | Nuevas |
|
| 810 |
H&H International Investment
Palo Alto,
California
| USD 87.5 M | +USD 91.6 M | 2 | 10.47% | Nuevas |
|
| 811 |
Cryder Capital Partners
London,
United Kingdom
| USD 87.4 M | +USD 3.33 M | 2 | 15.91% | Aumentadas |
|
| 812 |
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 87.4 M | USD 0 | 2 | 28.56% | Mantenido |
|
| 813 |
WP
Wedgewood Partners
St Louis,
Missouri
| USD 87.2 M | -USD 8.07 M | 2 | 5.79% | Reducidas |
|
| 814 |
Empire Life Investments
Toronto,
Ontario, Canada
| USD 87.1 M | +USD 25.9 M | 3 | 7.83% | Aumentadas |
|
| 815 |
Windward Capital Management
Los Angeles,
California
| USD 87 M | +USD 173 k | 5 | 12.54% | Aumentadas |
|
| 816 |
Maryland Capital Management
Towson,
Maryland
| USD 86.7 M | +USD 2.36 M | 6 | 12.52% | Aumentadas |
|
| 817 |
CAM
Contour Asset Management
New York
| USD 86.6 M | -USD 205 M | 3 | 7.86% | Reducidas |
|
| 818 |
ARK Investment Management
St. Petersburg,
Florida
| USD 86.6 M | -USD 20.7 M | 6 | 3.52% | Reducidas |
|
| 819 |
Howard Capital Management (New York)
New York
| USD 86.5 M | -USD 1.39 M | 5 | 14.29% | Reducidas |
|
| 820 |
Obermeyer Wealth Partners
Aspen,
Colorado
| USD 86.3 M | +USD 37.5 M | 4 | 8.73% | Aumentadas |
|
| 821 |
CPWM LLC
Seattle,
Washington
| USD 85.9 M | -USD 2.97 M | 7 | 14.09% | Reducidas |
|
| 822 |
Boston Financial Management
Boston,
Massachusetts
| USD 85.6 M | +USD 604 k | 6 | 5.93% | Aumentadas |
|
| 823 |
Palladium Partners
Norfolk,
Virginia
| USD 85.4 M | -USD 818 k | 6 | 6.82% | Reducidas |
|
| 824 |
Ashfield Capital Partners
San Francisco,
California
| USD 85.2 M | -USD 2.44 M | 9 | 11.1% | Reducidas |
|
| 825 |
James Hambro & Partners
London,
United Kingdom
| USD 85.1 M | +USD 872 k | 5 | 33.36% | Aumentadas |
|