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 |
Gotham Asset Management
New York
| USD 212 M | +USD 13.3 M | 16 | 6.83% | Aumentadas |
|
| 802 |
Meritage Portfolio Management
Overland Park,
Kansas
| USD 212 M | +USD 1.93 M | 7 | 12% | Aumentadas |
|
| 803 |
Tran Capital Management
San Rafael,
California
| USD 211 M | +USD 1.39 M | 3 | 16.91% | Aumentadas |
|
| 804 |
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 211 M | +USD 562 k | 7 | 13.84% | Aumentadas |
|
| 805 |
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| USD 211 M | +USD 87.1 M | 5 | 12.49% | Aumentadas |
|
| 806 |
HC
Henshaw Capital
Woburn,
Massachusetts
| USD 210 M | -USD 1.89 M | 5 | 11.74% | Reducidas |
|
| 807 |
Advisor Partners
Walnut Creek,
California
| USD 209 M | -USD 361 k | 11 | 12.61% | Reducidas |
|
| 808 |
General American Investors
New York
| USD 209 M | -USD 6.65 M | 3 | 16.39% | Reducidas |
|
| 809 |
Moore Capital Management
New York
| USD 208 M | -USD 76.2 M | 4 | 4.13% | Reducidas |
|
| 810 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 208 M | -USD 3.35 M | 8 | 10.65% | Reducidas |
|
| 811 |
Sigma Planning Corp
Ann Arbor,
Michigan
| USD 207 M | -USD 1.47 M | 19 | 5.77% | Reducidas |
|
| 812 |
Cetera Advisors
Denver,
Colorado
| USD 207 M | -USD 16.5 M | 19 | 4.18% | Reducidas |
|
| 813 |
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| USD 207 M | +USD 9.45 M | 7 | 42.33% | Aumentadas |
|
| 814 |
Junto Capital Management
New York
| USD 206 M | +USD 18.9 M | 3 | 5.29% | Aumentadas |
|
| 815 |
YCG LLC
Austin,
Texas
| USD 205 M | +USD 25.4 M | 4 | 18.07% | Aumentadas |
|
| 816 |
SRS Investment Management
New York
| USD 205 M | -USD 79 M | 2 | 2.43% | Reducidas |
|
| 817 |
Davidson Kempner Capital Management
New York
| USD 205 M | +USD 50 M | 10 | 3.01% | Aumentadas |
|
| 818 |
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 205 M | -USD 7.33 M | 8 | 8.86% | Reducidas |
|
| 819 |
Wedge Capital Management
Charlotte,
North Carolina
| USD 205 M | +USD 52.3 M | 7 | 2.53% | Aumentadas |
|
| 820 |
NZS Capital
Denver,
Colorado
| USD 204 M | -USD 8.95 M | 5 | 17.92% | Reducidas |
|
| 821 |
Curi RMB Capital
Chicago,
Illinois
| USD 204 M | -USD 3.2 M | 8 | 6.16% | Reducidas |
|
| 822 |
LLL
Lynrock Lake LP
Rye Brook,
New York
| USD 204 M | -USD 2.55 M | 3 | 13.58% | Reducidas |
|
| 823 |
Spyglass Capital Management
San Francisco,
California
| USD 203 M | -USD 11.3 M | 1 | 5.4% | Reducidas |
|
| 824 |
London & Capital Asset Management
London,
United Kingdom
| USD 202 M | +USD 19.5 M | 4 | 12.43% | Aumentadas |
|
| 825 |
First Horizon Advisors
Memphis,
Tennessee
| USD 202 M | -USD 2.15 M | 22 | 6.11% | Reducidas |
|