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 |
Advisor Partners
Walnut Creek,
California
| USD 146 M | -USD 1.16 M | 11 | 12.5% | Reducidas |
|
| 802 |
Weiss Multi-Strategy Advisers
New York
| USD 145 M | -USD 1.56 M | 9 | 3.88% | Reducidas |
|
| 803 |
Anglepoint Asset Management
George Town,
Cayman Islands
| USD 145 M | -USD 8.59 M | 4 | 8.69% | Reducidas |
|
| 804 |
Locust Wood Capital Advisers
New York
| USD 145 M | -USD 25.4 M | 3 | 9.36% | Reducidas |
|
| 805 |
Todd Asset Management
Louisville,
Kentucky
| USD 145 M | +USD 14.8 M | 7 | 4.33% | Aumentadas |
|
| 806 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 144 M | -USD 4.98 M | 5 | 9.05% | Reducidas |
|
| 807 |
B. Riley Wealth Advisors
Boca Raton,
Florida
| USD 144 M | +USD 27.3 M | 14 | 7.69% | Aumentadas |
|
| 808 |
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| USD 144 M | +USD 31.2 M | 7 | 20.72% | Aumentadas |
|
| 809 |
Cigna Investments
Bloomfield,
Connecticut
| USD 144 M | -USD 22.1 M | 11 | 13.85% | Reducidas |
|
| 810 |
ArchPoint Investors
Coral Gables,
Florida
| USD 144 M | -USD 22.2 M | 5 | 45.82% | Reducidas |
|
| 811 |
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 143 M | -USD 16.4 M | 6 | 14.18% | Reducidas |
|
| 812 |
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| USD 143 M | +USD 20.5 M | 5 | 10.74% | Aumentadas |
|
| 813 |
Light Street Capital Management
Palo Alto,
California
| USD 143 M | -USD 38.2 M | 3 | 4.49% | Reducidas |
|
| 814 |
Meritage Portfolio Management
Overland Park,
Kansas
| USD 143 M | -USD 13.6 M | 5 | 12.75% | Reducidas |
|
| 815 |
Lakewood Capital Management
New York
| USD 143 M | -USD 87 M | 2 | 6.88% | Reducidas |
|
| 816 |
DP
DSAM Partners
London,
United Kingdom
| USD 143 M | +USD 65.3 M | 5 | 24.67% | Aumentadas |
|
| 817 |
Hengistbury Investment Partners
London,
United Kingdom
| USD 142 M | +USD 31.1 M | 1 | 17.04% | Aumentadas |
|
| 818 |
Hantz Financial Services
Southfield,
Michigan
| USD 141 M | -USD 7.39 M | 10 | 7.19% | Reducidas |
|
| 819 |
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 141 M | -USD 2.69 M | 5 | 13.52% | Reducidas |
|
| 820 |
Windward Capital Management
Los Angeles,
California
| USD 140 M | -USD 1.32 M | 5 | 14.19% | Reducidas |
|
| 821 |
Granite Investment Partners
El Segundo,
California
| USD 140 M | -USD 57.5 k | 6 | 6.22% | Reducidas |
|
| 822 |
Lido Advisors
Los Angeles,
California
| USD 140 M | +USD 6.92 M | 9 | 3.6% | Aumentadas |
|
| 823 |
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 140 M | -USD 4.41 M | 3 | 20.72% | Reducidas |
|
| 824 |
York Capital Management Global Advisors
New York
| USD 140 M | +USD 24.1 M | 6 | 7.82% | Aumentadas |
|
| 825 |
Howland Capital Management
Boston,
Massachusetts
| USD 140 M | -USD 2.79 M | 8 | 9.21% | Reducidas |
|