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 |
Bailard
Foster City,
California
| USD 104 M | -USD 4.6 M | 10 | 6.35% | Reducidas |
|
| 802 |
Maryland Capital Management
Towson,
Maryland
| USD 104 M | -USD 1.62 M | 6 | 12.31% | Reducidas |
|
| 803 |
IP
Interval Partners
New York
| USD 103 M | +USD 62 M | 2 | 4.1% | Aumentadas |
|
| 804 |
Howard Capital Management (New York)
New York
| USD 103 M | -USD 1.42 M | 5 | 14.02% | Reducidas |
|
| 805 |
Cryder Capital Partners
London,
United Kingdom
| USD 103 M | +USD 13.5 M | 2 | 15.19% | Aumentadas |
|
| 806 |
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 103 M | +USD 3.77 M | 3 | 11.6% | Aumentadas |
|
| 807 |
SC
Serenity Capital
Palo Alto,
California
| USD 103 M | +USD 87.2 M | 1 | 31.04% | Aumentadas |
|
| 808 |
Trinity Street Asset Management
London,
United Kingdom
| USD 102 M | -USD 129 k | 2 | 19.93% | Reducidas |
|
| 809 |
MI
Markston International
White Plains,
New York
| USD 102 M | -USD 902 k | 6 | 11.91% | Reducidas |
|
| 810 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 102 M | -USD 51.6 M | 5 | 4.43% | Reducidas |
|
| 811 |
Park National Corp
Newark,
Ohio
| USD 102 M | +USD 3.09 M | 7 | 5.53% | Aumentadas |
|
| 812 |
Tudor Investment Corp
Stamford,
Connecticut
| USD 102 M | +USD 28.7 M | 18 | 2.89% | Aumentadas |
|
| 813 |
SI
SQN Investors
Menlo Park,
California
| USD 102 M | +USD 36.7 M | 2 | 9.17% | Aumentadas |
|
| 814 |
Howland Capital Management
Boston,
Massachusetts
| USD 101 M | +USD 406 k | 8 | 7.83% | Aumentadas |
|
| 815 |
Bridgewater Associates
Westport,
Connecticut
| USD 101 M | +USD 56.8 M | 6 | 0.79% | Aumentadas |
|
| 816 |
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 101 M | +USD 9.28 M | 6 | 10.5% | Aumentadas |
|
| 817 |
WestEnd Advisors
Charlotte,
North Carolina
| USD 101 M | +USD 27.5 M | 3 | 8.78% | Aumentadas |
|
| 818 |
RegentAtlantic Capital
Morristown,
New Jersey
| USD 101 M | +USD 5.11 M | 11 | 6.79% | Aumentadas |
|
| 819 |
Third Point
New York
| USD 101 M | +USD 32.7 M | 2 | 1.18% | Aumentadas |
|
| 820 |
GAMCO Investors
Greenwich,
Connecticut
| USD 101 M | +USD 6.69 M | 8 | 0.76% | Aumentadas |
|
| 821 |
Wedge Capital Management
Charlotte,
North Carolina
| USD 101 M | -USD 1.13 M | 9 | 1.15% | Reducidas |
|
| 822 |
Cigna Investments
Bloomfield,
Connecticut
| USD 100 M | -USD 2.06 M | 11 | 10.86% | Reducidas |
|
| 823 |
Capital Advisors Inc
Tulsa,
Oklahoma
| USD 100 M | +USD 39.7 M | 6 | 4.95% | Aumentadas |
|
| 824 |
Windward Capital Management
Los Angeles,
California
| USD 100 M | -USD 1.55 M | 5 | 12.42% | Reducidas |
|
| 825 |
SCM
Somerset Capital Management
London,
United Kingdom
| USD 99.5 M | -USD 20.7 M | 1 | 21.8% | Reducidas |
|