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 |
Maryland Capital Management
Towson,
Maryland
| USD 101 M | +USD 650 k | 6 | 12.53% | Aumentadas |
|
| 802 |
CPWM LLC
Seattle,
Washington
| USD 101 M | +USD 1.02 M | 7 | 14.51% | Aumentadas |
|
| 803 |
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| USD 101 M | +USD 17.4 M | 8 | 10.21% | Aumentadas |
|
| 804 |
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 100 M | +USD 18.6 M | 7 | 6.88% | Aumentadas |
|
| 805 |
Mercer Global Advisors
Denver,
Colorado
| USD 100 M | +USD 93.8 M | 14 | 3.6% | Nuevas |
|
| 806 |
Consulta
London,
United Kingdom
| USD 100 M | +USD 6.77 M | 1 | 9.92% | Aumentadas |
|
| 807 |
MI
Markston International
White Plains,
New York
| USD 100 M | -USD 2.72 M | 6 | 11.72% | Reducidas |
|
| 808 |
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| USD 100 M | +USD 7.24 M | 6 | 36.35% | Aumentadas |
|
| 809 |
Cryder Capital Partners
London,
United Kingdom
| USD 100 M | +USD 743 k | 2 | 15.33% | Aumentadas |
|
| 810 |
Newbrook Capital Advisors
New York
| USD 100 M | -USD 85.7 M | 2 | 8.09% | Reducidas |
|
| 811 |
Raymond James Trust
St. Petersburg,
Florida
| USD 99.5 M | +USD 1.29 M | 12 | 5.74% | Aumentadas |
|
| 812 |
RIG
Roosevelt Investment Group
New York
| USD 99.4 M | -USD 3.86 M | 6 | 12.38% | Reducidas |
|
| 813 |
Howard Capital Management (New York)
New York
| USD 99.1 M | -USD 1.26 M | 5 | 14% | Reducidas |
|
| 814 |
AAM
AO Asset Management
New York
| USD 98.7 M | -USD 26.5 M | 4 | 10.79% | Reducidas |
|
| 815 |
Boston Financial Management
Boston,
Massachusetts
| USD 98.6 M | -USD 659 k | 6 | 5.99% | Reducidas |
|
| 816 |
New Mountain Vantage Advisers
New York
| USD 98.4 M | -USD 13.9 M | 2 | 11.5% | Reducidas |
|
| 817 |
KM
Kylin Management
New York
| USD 98.3 M | -USD 57.5 M | 1 | 20.47% | Reducidas |
|
| 818 |
Timucuan Asset Management
Jacksonville,
Florida
| USD 98.2 M | +USD 2.54 M | 1 | 6.55% | Aumentadas |
|
| 819 |
Meritage Portfolio Management
Overland Park,
Kansas
| USD 97.7 M | -USD 46.6 k | 6 | 9.9% | Reducidas |
|
| 820 |
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 97.7 M | +USD 11.4 M | 7 | 8.61% | Aumentadas |
|
| 821 |
Corvex Management
New York
| USD 97.4 M | -USD 68.5 M | 2 | 6.79% | Reducidas |
|
| 822 |
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 97.2 M | -USD 5.04 M | 2 | 27.89% | Reducidas |
|
| 823 |
Metropolis Capital
Amersham,
United Kingdom
| USD 97.1 M | +USD 4.86 M | 2 | 27.29% | Aumentadas |
|
| 824 |
Obermeyer Wealth Partners
Aspen,
Colorado
| USD 97.1 M | -USD 1.91 M | 4 | 9.13% | Reducidas |
|
| 825 |
First Long Island Investors
Jericho,
New York
| USD 96.2 M | +USD 4.3 M | 5 | 12.42% | Aumentadas |
|