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 |
HP
Hound Partners
New York
| USD 202 M | +USD 61.8 M | 2 | 13.06% | Aumentadas |
|
| 802 |
Regal Partners
Sydney, NSW,
Australia
| USD 202 M | -USD 27.8 M | 1 | 26.11% | Reducidas |
|
| 803 |
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 201 M | +USD 7.41 M | 8 | 9.28% | Aumentadas |
|
| 804 |
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 201 M | +USD 86 k | 7 | 13.77% | Aumentadas |
|
| 805 |
NZS Capital
Denver,
Colorado
| USD 200 M | +USD 6.73 M | 6 | 20.26% | Aumentadas |
|
| 806 |
Snowden Capital Advisors
New York
| USD 200 M | +USD 56.7 M | 15 | 7.98% | Aumentadas |
|
| 807 |
Tran Capital Management
San Rafael,
California
| USD 199 M | -USD 1.21 M | 3 | 17.48% | Reducidas |
|
| 808 |
HC
Henshaw Capital
Woburn,
Massachusetts
| USD 199 M | -USD 169 k | 5 | 11.65% | Reducidas |
|
| 809 |
NorthCrest Asset Manangement
Plymouth,
Minnesota
| USD 199 M | +USD 24.6 M | 11 | 9.43% | Aumentadas |
|
| 810 |
Gotham Asset Management
New York
| USD 199 M | -USD 3.37 M | 17 | 6.15% | Reducidas |
|
| 811 |
Unigestion Holding
Geneva,
Switzerland
| USD 199 M | -USD 4.73 M | 7 | 8.49% | Reducidas |
|
| 812 |
Chicago Capital
Chicago,
Illinois
| USD 198 M | +USD 4.45 M | 7 | 8.54% | Aumentadas |
|
| 813 |
Advisor Partners
Walnut Creek,
California
| USD 198 M | +USD 330 k | 11 | 12.38% | Aumentadas |
|
| 814 |
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 197 M | -USD 22.8 M | 7 | 6.06% | Reducidas |
|
| 815 |
Curi RMB Capital
Chicago,
Illinois
| USD 197 M | +USD 4.99 M | 8 | 6.22% | Aumentadas |
|
| 816 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| USD 196 M | -USD 34 M | 7 | 5.85% | Reducidas |
|
| 817 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 196 M | -USD 5.96 M | 5 | 10.01% | Reducidas |
|
| 818 |
Parker Investment Management
Menlo Park,
California
| USD 196 M | +USD 42.4 M | 4 | 18.92% | Aumentadas |
|
| 819 |
Soma Equity Partners
San Francisco,
California
| USD 196 M | +USD 30.9 M | 1 | 6.48% | Aumentadas |
|
| 820 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 195 M | +USD 2.18 M | 9 | 9.42% | Aumentadas |
|
| 821 |
Sigma Planning Corp
Ann Arbor,
Michigan
| USD 195 M | -USD 834 k | 20 | 5.83% | Reducidas |
|
| 822 |
DAM
Davis Asset Management
Sausalito,
California
| USD 194 M | +USD 19 M | 2 | 9.49% | Aumentadas |
|
| 823 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 192 M | -USD 8.18 M | 4 | 6.17% | Reducidas |
|
| 824 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 192 M | -USD 4.06 M | 8 | 10.17% | Reducidas |
|
| 825 |
Davidson Investment Advisors
Great Falls,
Montana
| USD 192 M | +USD 8.09 M | 5 | 13.9% | Aumentadas |
|