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 155 M | -USD 10.3 M | 2 | 12.61% | Reducidas |
|
| 802 |
Motley Fool Asset Management
Alexandria,
Virginia
| USD 155 M | -USD 9.7 M | 8 | 14.59% | Reducidas |
|
| 803 |
Rokos Capital Management (UK)
London,
United Kingdom
| USD 155 M | -USD 24 M | 5 | 4.54% | Reducidas |
|
| 804 |
Summitry LLC
Foster City,
California
| USD 154 M | +USD 21.8 M | 5 | 11.27% | Aumentadas |
|
| 805 |
Magnetar Financial
Evanston,
Illinois
| USD 154 M | +USD 144 M | 5 | 1.59% | Aumentadas |
|
| 806 |
Makena Capital Management
Menlo Park,
California
| USD 154 M | +USD 1.01 M | 5 | 25.08% | Aumentadas |
|
| 807 |
Howland Capital Management
Boston,
Massachusetts
| USD 153 M | -USD 962 k | 8 | 9.42% | Reducidas |
|
| 808 |
Wedbush Securities
Los Angeles,
California
| USD 153 M | +USD 9.48 M | 14 | 8.32% | Aumentadas |
|
| 809 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| USD 153 M | -USD 83.4 M | 6 | 2% | Reducidas |
|
| 810 |
Group One Trading
Chicago,
Illinois
| USD 153 M | +USD 68.4 M | 20 | 0.24% | Aumentadas |
|
| 811 |
CreativeOne Wealth
Overland Park,
Kansas
| USD 152 M | +USD 123 M | 9 | 8.26% | Aumentadas |
|
| 812 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 152 M | +USD 607 k | 9 | 8.74% | Aumentadas |
|
| 813 |
Davidson Investment Advisors
Great Falls,
Montana
| USD 152 M | +USD 7.18 M | 5 | 12.91% | Aumentadas |
|
| 814 |
Sound Shore Management
Greenwich,
Connecticut
| USD 151 M | -USD 41 M | 2 | 5.53% | Reducidas |
|
| 815 |
Alta Capital Management
Salt Lake City,
Utah
| USD 151 M | +USD 8.51 M | 5 | 11.08% | Aumentadas |
|
| 816 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 151 M | -USD 717 k | 4 | 6.4% | Reducidas |
|
| 817 |
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 150 M | +USD 21.9 M | 10 | 13.81% | Aumentadas |
|
| 818 |
VCM
Violich Capital Management
San Francisco,
California
| USD 150 M | +USD 3.05 M | 6 | 26.33% | Aumentadas |
|
| 819 |
DCM
Dupont Capital Management
Wilmington,
Delaware
| USD 150 M | -USD 12.7 M | 14 | 7.01% | Reducidas |
|
| 820 |
HVM
Harvest Volatility Management
Norwalk,
Connecticut
| USD 149 M | -USD 18.3 M | 5 | 23.94% | Reducidas |
|
| 821 |
CC
Criteria Caixa
Barcelona,
Spain
| USD 149 M | +USD 28.5 M | 5 | 19.66% | Aumentadas |
|
| 822 |
PFM
Parsec Financial Management
Asheville,
North Carolina
| USD 148 M | -USD 1.85 M | 8 | 7.17% | Reducidas |
|
| 823 |
E.S. Barr & Co
Lexington,
Kentucky
| USD 148 M | +USD 11.9 M | 4 | 12.06% | Aumentadas |
|
| 824 |
IVMX
Institutional Venture Management XVI
Menlo Park,
California
| USD 148 M | -USD 80.4 M | 1 | 27.79% | Reducidas |
|
| 825 |
Meritage Portfolio Management
Overland Park,
Kansas
| USD 147 M | -USD 22.6 M | 6 | 11.42% | Reducidas |
|